Realize your Dreams
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
What is Proposition 19?
Proposition 19 was approved by California voters on November 3, 2020, and was enacted in April 2021. This proposition was designed to provide protection of primary residences for seniors, severely disabled, families, and victims of wildfire or natural disasters. This proposition includes two provisions for property tax reappraisal exclusions:
The Realize Offices are Moving!
Effective May 1, 2024, our new mailing address will be:
Realize CPA, LLP
220 Jackson Street, Floor 2
San Francisco, California 94111
Cryptocurrency, Tax, and You
Crypto prices are notoriously volatile. In considering such variability, clients wonder about the tax implications of their cryptocurrency holdings. This article will provide you with a high-level overview, as well as some potential tax benefits, of trading cryptocurrencies in a bear market.