We are a team of seasoned, technically skilled, well-educated (but continually learning), super-friendly professionals providing tailored professional tax & accounting information, advice, strategies, & analysis--with a personal touch--to business owners, decision makers (including trustees and executors) & their extended family members of all ages to facilitate creation & preservation of family wealth in the greater South Bay Area. 

We do this by educating our clients to:

  • use their business financial information for better management and planning of operations
  • understand real and proposed complex business and tax situations
  • implement tax reduction strategies
  • plan for their retirement or their exit from the business
  • plan and implement their estate and gifting goals based on their values and personal wishes

Our long-term goal is to create lifetime business and family relationships with our clients that provide shared prosperity.

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More Business Info

Your Tax and Accounting Partner for Life

Hours
Regular Hours
Mon - Fri:
Services/Products
*Tax Preparation and Planning *Tax Research Projects *Audit Representation *QuickBooks Installation and Assistance *Financial Statement Preparation *Small Business Bookkeeping
Brands
quickbooks
Payment method
discover, check, visa, master card, amex
Location
Neighborhood
Central Campbell
Associations
California Society of CPAs Santa Clara County Estate Planning Council ElderCare Matters Campell Chamber of Commerce Institute of Managment Accountants
Categories
Financial Services, Accountants-Certified Public, Accounting Services, Bookkeeping, Tax Reporting Service, Tax Return Preparation, Tax Return Preparation-Business, Taxes-Consultants & Representatives
Other Information

Wheelchair Accessible: Yes

Parking: Lot, Free