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We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services.
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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
Tax Relief for those affected by LA Wildfires
In response to a Federally declared disaster, the taxing authorities often work to provide extra relief from tax obligations and deadlines to assist in reducing stress on those affected by disasters. The relief often takes the form of payment and deadline extensions, ability to claim casualty losses on those affected, as well as relief from taxation on payments received related to the disaster. In California, the most recent Federal disaster declaration was in Los Angeles for the wildfires that began in early January. We have compiled some of the more relevant guidelines & limitations available to Los Angeles residents in the Federally-declared disaster areas.
Beware of Tax Identity Theft
Unfortunately, the incidence of identity theft continues to rise, fueled by increasing numbers of data breaches and sophisticated cybercrime techniques. Tax-related identity theft occurs when unauthorized persons either impersonate the taxpayer or the IRS to obtain...
Significant Savings with the Passthrough Entity Tax Election
With the passage of the Tax Cuts and Jobs Act (TCJA) in 2017, the state and local tax deduction on Federal personal tax filings was limited to a maximum deduction of $10,000. However, certain taxpayers may be able to claim a larger deduction on their Federal tax returns for their state taxes paid by electing into the “passthrough entity tax” (PTET).