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
Important News Regarding Independent Contractors
In 2019, Governor Newsom signed Assembly Bill 5 (AB 5). Under AB 5, most California workers are presumed to be employees unless a hiring entity satisfies a three-factor test known as the ABC test. This means that many workers previously classified as independent...
The CARES Act and Your Business
As the coronavirus (COVID-19) continues to affect local communities and global economies, we would like to address your concerns about your company’s financial well-being as well as the welfare of your employees. You may also be wondering about how recently passed...
Update about the CARES Act
In response to the COVID-19 (coronavirus) pandemic and its impact on the economy, the federal government enacted the Coronavirus Aid, Relief, and Economic Relief (CARES) Act (P.L. 116-136). The $2.2 trillion price tag makes this the most expensive act of legislation...