Our Services
Services To Empowering Your Financial Success
Tax & Financial Planning Services
We have found over the years that many clients need a bit more than “just” tax preparation.
Equity tax strategy
We specialize in taxation of equity income, which includes RSU, ESPP, ISO, NSO, 83(b), and other equity-related items.
International Taxation
There are countless considerations related to taxation of international items on your individual tax. We are experts in international tax
Audit Representation
Audit Representation We have an award-winning audit representation and tax controversy practice boasting a 98% success rate
Valuation Services
Business valuations are frequently requested by business owners, investors, potential buyers, and potential sellers to value a company ahead of a sale, merger/acquisition, or public offering
