High Quality Tax Services For the San Francisco Bay Area
My Services
Tax Compliance
Accounting Services
Tax Compliance
- High quality tax preparation: Personal, closely-held businesses, partnerships, trusts and estates
- Specialties: Complex investments, alternative minimum tax (AMT) planning; stock options taxation and planning (RSU, ISO, NQSO, QSBS, ESPP, etc); self-employed individuals; real estate transactions; tax returns for same-sex married couples and Registered Domestic Partners
Tax Planning
Accounting Services
Tax Compliance
- Stock option planning: Evaluate grant, vesting and exercise strategies for various classes of equity
- Real Estate Transactions: Sale, purchase, and exchange transactions
- Tax projections: Review withholding allowances
Accounting Services
Accounting Services
Accounting Services
- Preparation Engagements
- Trust Accountings
- Conservatorship Accountings
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