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

“Worthless” Securities May Not Be Worthless Afterall

“Worthless” Securities May Not Be Worthless Afterall

In 2023, we saw one of the highest rates of corporate bankruptcy filings in over a decade. Fortunately, investors wishing to soften the blow of lost investments may be entitled to tax write offs. However, the IRS tends to scrutinize tax write offs carefully. It is important to consider if the investment is completely worthless and when the investment became worthless. We can help you determine whether and when to claim the losses on your tax returns.

We are pleased to announce that  Patrick Townsend has been promoted to Tax Partner as of January 1, 2024

We are pleased to announce that Patrick Townsend has been promoted to Tax Partner as of January 1, 2024

Patrick has over a decade of experience in collaborating with clients and advisors to provide exceptional tax consulting, planning, and compliance services. His book of business includes high net-worth individuals, partnerships, trusts, private foundations, and closely held businesses. Patrick’s individual clients are entrepreneurs, private equity and venture capital partners, multi-generational families, and corporate executives.

2023 Year-End Tax Planning Considerations

2023 Year-End Tax Planning Considerations

2023 has been an interesting year of extended Federal and California deadlines due to the California storms of late 2022. Unless we experience other unusual weather conditions, we do not expect the taxing authorities to extend deadlines in 2024. With the close of the year upon us, it’s a great time to finalize year-end tax optimization strategies to ensure timely filing next year. Please find some of our favorite savings opportunities to consider below.