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Call now to start your tax or financial plan: (925) 944-4791

Tax Planning

We take a proactive approach to tax minimizing.

Retirement Planning

Let's answer the question: When can you afford to retire and what is the risk of you outliving your savings?

Our accountants are board certified and stay current with continuous certifications and seminars to ensure we are up-to-date on all of the newest information, laws, regulations, and techniques in our field.

We are your financial partner who can simplify your financial life.




Estate Planning

We can guide you toward achieving your estate goals.

Business Owner Planning

We provide CFO type services for many of our business clients.

Our full-time CPA's each have a Masters in Taxation and we have a Certified Financial Planner who is trustworthy and insightful. You and all your planning needs are in expert hands.