January 1, 2017

Partner Announcement

We are pleased to announce that Greg Biagini has been promoted to Tax Partner as of January 1, 2017. Greg specializes in providing tax consulting and compliance services to high net worth...
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December 2, 2016

2016 Year-End-Tax Planning Advice

As we approach the end of the year, we are offering several tax-planning tips for your consideration. The recent election and potential tax reform on the agenda for next year may necessitate...
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October 23, 2016

New Due Dates for 2016 Tax Returns

Congress recently revised the  due dates for the 2016 tax year as part of a broader highway funding bill and allow for a more logical flow of data.  The new dates apply...
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September 19, 2016

Partnering with Sydney Paige Inc.

Partnering with Sydney Paige Inc., team members of Realize CPA stuffed 200 backpacks with essential school supplies. The backpacks will be distributed to underprivileged children throughout the San Francisco School District. “One...
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September 5, 2016

Electronic Payments Options for Tax Payments

Modern technology has simplified the ability to make financial payments. Various online services such as Paypay, Venmo, and numerous others allow for efficient and secure transfers of money. Tax payments are no...
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May 23, 2016

Retirement Plans

Retirement plans are a great option if you are looking for ways to possibly defer your current tax liability. There are a variety of retirement plans to choose from that will best...
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