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We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services.
To win a regatta, a rowing team must work collaboratively to steer and power the boat quickly and efficiently to the finish. Independently, each rower is powerful, but it takes a collective effort working in harmony to achieve the goal. Realize can provide the balance, precision, and expertise you need to reach your goals. You know where you want to go. Let us help you get there.
Our Services
Individual Tax Planning
A proactive and thoughtfully crafted tax plan can greatly impact income generation, asset protection, and tax minimization.
Estates, Gifts & Trusts
Regardless of the size of your estate, you need to consider the most tax efficient and thoughtful way to transfer your assets to ensure that your family and financial goals are met.
Client Accounting Services
Ensure that your financial obligations are met and track your investments with a statement of net worth.
Business Tax & Planning
We provide your company with meaningful business advice and make certain you are taking advantage of the tax saving opportunities.
Tax News & Tips
California Requires Registration in CalSavers for Employers
CalSavers was implemented to ensure that each employee in the state has access to a workplace retirement savings account. California state law (Title 21 of the California Government Code) requires employers who do not offer a retirement plan to participate in and register with CalSavers as early as December 31, 2024, depending on the number of employees. The registration deadline for employers with 5 or more employees is December 31st, 2024. The registration deadline for employers with 1 to 4 employees is December 31, 2025.
2024 Year-End Tax Planning Considerations
Year-end is a great time to finalize tax optimization strategies to ensure timely filing in the new year. Please consider some of our favorite savings opportunities below to help you with tax planning.
Presidential Candidate Tax Law Proposals
With the 2024 election on the horizon, tax reform is a pivotal issue impacting high-net-worth individuals. Each candidate’s approach to tax policy carries distinct implications for investment strategies, wealth preservation, and estate planning. In this article, we explore the leading candidates’ tax proposals, focusing on potential changes to capital gains, estate tax exemptions, and income tax brackets for higher earners.