Again, communication with our clients is key to our success. With our utilization of the latest technology we are able to share sensitive tax information with our clients securely via our secure client portal, to keep them abreast of their taxes and involved throughout the process. In addition, our Client Services tab offers an abundance of information to our clients from tax specific guides to direct links to the IRS, FTB and other key websites.
Our core group represents a unique mix of backgrounds and diverse experience that best serves the needs of our clients. With over 50 years of combined experience with tax law and accounting our team is ready to help with the needs of our varied clients. Whether it’s strategic tax planning, estate and trust advisory services, tax preparation for individuals and businesses, or even resolving complicated tax problems we have the experience and know how to help our clients.