Services for Individuals

With meticulous attention to detail and a commitment to excellence.

Personal Tax Planning

Achieving true financial freedom requires a deliberate strategy to build and preserve your wealth. We provide one-on-one guidance and comprehensive tax planning designed to manage risk while optimizing performance. Whether you are focused on securing a comfortable retirement, funding education costs, or protecting your assets through insurance and estate planning, our holistic approach ensures your long-term goals are met and your legacy is preserved for future generations.

Tax Planning
Estate Tax and Planning
Elder Care

Steve was excellent to work with! Completed a complex project very efficiently on short timelines. Excellent knowledge of complex tax issues! Strong research! Very much look forward to working with Steve again!

J. Wolf

CEO

Morrisville, NC

I hired Steve to do the taxes for my and my wife’s businesses for 2010. I was pleased with his willingness to communicate and think creatively about the unusual aspects of our situation, researching the relevant tax codes in detail when it was required. When I needed a statement from him ASAP for a financial transaction, he had a PDF in my e-mail less than an hour after I called him. Terrific service!

S. Ginzburg

Business Owner

San Francisco, CA

I’d like you guys to do my personal and S-Corp taxes again this year.

T.D.

Corporate CPA

Foster City, CA

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