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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

How is Equity Compensation Taxed?

How is Equity Compensation Taxed?

Equity compensation continues to be a popular way to incentivize and reward employees. When a firm pays an employee with equity, the employee’s compensation becomes tied to the success of the company. The taxation of equity compensation can be extremely complex. We wanted to provide a brief and general taxation overview of common types of compensation and planning ideas to consider.

Cryptocurrency, Tax, and You

Cryptocurrency, Tax, and You

With markets underwater, many clients are wondering what the tax effect of their cryptocurrency holdings might be. This article will help to provide you with a high-level overview, as well as some potential tax benefits, of trading in a bear market.

2022 California Pass-Through Entity (PTE) Elective Tax  1st Installment Due June 15, 2022

2022 California Pass-Through Entity (PTE) Elective Tax 1st Installment Due June 15, 2022

Since the Tax Cuts and Jobs Act of 2017 (TCJA), taxpayers have been limited in claiming the state and local tax deduction on their personal tax filings to a maximum deduction of $10,000. In late 2020, the IRS released IRS Notice 2020-75 which permitted certain taxpayers who own pass-through businesses such as partnerships or S-corporations to workaround the state and local tax limitation assuming certain state qualifications have been met.