Contact us to avoid suprises.

Don’t take a passive approach to your taxes.  Plan to avoid surprises. Then you’ll be ready at tax time. Contact us throughout the year.

Use the form below to tell us about your inquiry. To help us best serve your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. Our general response time is one business day. You may also email us to make an appointment.

PLEASE NOTE, MINIMUM CLIENT FEE IS $1,000.

Now is the time to schedule appointments for:

(1) Tax return preparation for individuals, businesses and nonprofits -

(2) Estimated Tax Calculations

(3) Consultation on tax or finances.

(4) Personal financial checkup - As a Certified Financial Planner (CFP) practitioner I am here to help plan for your financial needs without pressure to buy insurance or investments (as I don’t sell product).

You can also request our FREE planning letters:

(1 ) 2024 NEW YEAR. NEW TAX & EMPLOYMENT LAWS.

(2) NONPROFITS - WHAT TAX RETURNS DO YOU NEED TO FILE?

(3) SECURE ACT 2.0 RETIREMENT PLAN CHANGES

➤ location

Serving clients in San Francisco; Northern California and throughout the world. Located in the heart of San Francisco’s start-up community in the Yerba Buena and SoMa (South of Market) neighborhood.
 

Office Hours

Consultations are available 7 days a week. After-hours appointments are available.
 

☎ Contact

Contact me today to help maximize your tax refund, minimize your tax liability and manage your complex financial affairs. Please use the contact submission form on this page.