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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.
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
Breaking California Residency
Although the Golden State is among the most coveted places to live in the United States, its heavy taxes can be discouraging. Taxed at the highest rates in the country, many California residents are incentivized to consider leaving the state but breaking residency in...
Foreign Asset Filing Requirements: Are You in Compliance?
Do you own a bank account in another country or hold an interest in a company or partnership based outside of the United States? Do you have signature authority on foreign bank accounts that you oversee? Foreign assets such as these come with filing responsibilities...
Solar Tax Credit
Save Energy and Money with the Solar Tax Credit Are you considering becoming more “green”? The Solar Tax Credit may incentivize you to do so while saving the “green” in your wallet. There are significant tax savings opportunities available for those who wish to...