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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

Basis Tracking Basics

Basis Tracking Basics

We wanted to provide a newsletter about a crucial tax topic for real estate buying and selling considerations: basis. “Basis” is the amalgamation of your investment in an asset, and it will determine whether you are subject to tax on a sale.

The Lifetime Exemption for Federal Gift Taxes

The Lifetime Exemption for Federal Gift Taxes

The Internal Revenue Service has announced that the annual gift tax exclusion and lifetime exemption is increasing for the 2023 calendar year due to inflation. The Internal Revenue Service has announced that the annual gift tax exclusion and lifetime exemption is increasing to $12,920,000 for the 2023 calendar year due to inflation.

TAX UPDATE: Tax Deadline Extensions for Most California Taxpayers

TAX UPDATE: Tax Deadline Extensions for Most California Taxpayers

Recent storms prompted a disaster declaration by the Federal Emergency Management Agency (FEMA). As a result, both the IRS and California Franchise Tax Board have now extended tax deadlines to October 16, 2023 for many California taxpayers (*see note below for...