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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.
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
TAX UPDATE: Tax Deadline Extensions for Most California Taxpayers
Recent storms prompted a disaster declaration by the Federal Emergency Management Agency (FEMA). As a result, both the IRS and California Franchise Tax Board have now extended tax deadlines to October 16, 2023 for many California taxpayers (*see note below for...
New Energy Credits from the Inflation Reduction Act
The Inflation Reduction Act (“IRA”), signed on August 16, 2022, offers taxpayers several tax savings opportunities for investments in energy efficient home and business improvements, as well as “clean” vehicle purchases.
How will the SECURE ACT 2.0 affect your Retirement Plans?
On December 29, 2022, President Biden signed the SECURE 2.0 Act of 2022, enacting a variety of changes to retirement provisions. We have presented some key changes stipulated by this legislation below: