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

2023 Year-End Tax Planning Considerations

2023 Year-End Tax Planning Considerations

2023 has been an interesting year of extended Federal and California deadlines due to the California storms of late 2022. Unless we experience other unusual weather conditions, we do not expect the taxing authorities to extend deadlines in 2024. With the close of the year upon us, it’s a great time to finalize year-end tax optimization strategies to ensure timely filing next year. Please find some of our favorite savings opportunities to consider below.

Tax Implications for Rental Real Estate and Investment Properties

Tax Implications for Rental Real Estate and Investment Properties

The real estate market is cooling off as interest rates climb higher. Many real estate owners are holding their properties to give the market time to recover. Others may want to purchase investment properties for short-term or long-term lease, rent their vacation homes, or build an accessory dwelling units (ADU) on their property. Whether you are holding, buying, or improving, we can provide valuable guidance from a tax planning perspective.