I will expertly handle your crucial tax and legal service needs. With 30 years of experience and dual licensure as a Certified Public Accountant as well as an Attorney at Law, you can trust that my work will be timely, affordable, and of the highest quality. I provide tax compliance and consulting services to individuals, businesses, trusts, and estates.
You can rely on me to carefully review your tax situation, find the most beneficial tax strategy, and accurately prepare all the necessary forms. I will work with your other business advisors or directly with you to ensure that your tax plans and strategies are co-ordinated with your other objectives and goals. I provide legal services to individuals including the drafting and review of wills, trusts, durable powers of attorney, and health care directives.
You can rely on me to carefully review your tax situation, find the most beneficial tax strategy, and accurately prepare all the necessary forms. I will work with your other business advisors or directly with you to ensure that your tax plans and strategies are co-ordinated with your other objectives and goals. I provide legal services to individuals including the drafting and review of wills, trusts, durable powers of attorney, and health care directives.
Services
I own and operate a tax and legal practice with locations in Los Osos and Pasadena, California.
I am licensed by the State of California as both a Certified Public Accountant and Attorney at Law.
My broad level of expertise and experience allows my clients to handle tax and legal needs within one firm.
With a single solution, my clients can focus on and pursue their own goals and objectives.
With 30 years of experience in smaller local firms as well as globally-sized businesses, I am in a unique position to appreciate the concerns of individuals and entities ranging in size from start-up operations to globally-located businesses.
I am licensed by the State of California as both a Certified Public Accountant and Attorney at Law.
My broad level of expertise and experience allows my clients to handle tax and legal needs within one firm.
With a single solution, my clients can focus on and pursue their own goals and objectives.
With 30 years of experience in smaller local firms as well as globally-sized businesses, I am in a unique position to appreciate the concerns of individuals and entities ranging in size from start-up operations to globally-located businesses.
Partner of a 30 person CPA firm providing tax and consulting services to individuals and businesses.
Provided tax compliance services to individuals (personal tax, gift tax, estate and trust) and businesses (partnerships, limited liability companies, C and S corporations).
Provided individual tax planning involving family limited partnerships, qualifed personal residence trusts, grantor retained annuity trusts, charitable remainder trusts, and intentionally defective grantor trusts.
Provided business entity planning involving review of sale transactions (examine tax results of a stock versus asset sale of closely-held business), the formation of new entities, and expanding business operations into new states and other countries.
Provided tax compliance services to individuals (personal tax, gift tax, estate and trust) and businesses (partnerships, limited liability companies, C and S corporations).
Provided individual tax planning involving family limited partnerships, qualifed personal residence trusts, grantor retained annuity trusts, charitable remainder trusts, and intentionally defective grantor trusts.
Provided business entity planning involving review of sale transactions (examine tax results of a stock versus asset sale of closely-held business), the formation of new entities, and expanding business operations into new states and other countries.
I provide a variety of legal services to individuals with a concentration on areas involving taxation matters.
I review and draft estate planning documents (trusts, wills) and related (health care directives, financial powers of attorney).
I also assist in carrying out estate plans by preparing necessary implementation paperwork (transfers of title to trusts as necessary, etc.).
Everyone, no matter the age, should consider the advantages of estate planning.
With the proper planning, you can reduce your tax burden, probate costs, and specifically direct the handling of your assets and wealth.
I review and draft estate planning documents (trusts, wills) and related (health care directives, financial powers of attorney).
I also assist in carrying out estate plans by preparing necessary implementation paperwork (transfers of title to trusts as necessary, etc.).
Everyone, no matter the age, should consider the advantages of estate planning.
With the proper planning, you can reduce your tax burden, probate costs, and specifically direct the handling of your assets and wealth.
All businesses undergo a "life cycle" and progress through similar stages of development and change.
The success or failure of a particular business largely depends on how it has prepared for these stages.
I can provide legal counsel at each stage to help you navigate the particular challenges and opportunities arising at each developmental stage.
A well-planned and organized inception increases the chances of success and requires comprehensive planning.
When starting a business, consideration must be given to the particular tax characteristics and formational requirements of a variety of potential operational structures.
The success or failure of a particular business largely depends on how it has prepared for these stages.
I can provide legal counsel at each stage to help you navigate the particular challenges and opportunities arising at each developmental stage.
A well-planned and organized inception increases the chances of success and requires comprehensive planning.
When starting a business, consideration must be given to the particular tax characteristics and formational requirements of a variety of potential operational structures.
Planning is the key to successfully reduce your tax liability.
I am in close contact with my clients and am always available to answer any questions.
By understanding a client's plans and intended actions, I proactively recommend tax saving strategies to maximize income.
I work for you, not the IRS or state authorities and fully endorse and encourage a client's right to save on taxes.
Reducing taxes by effective tax planning produces a clear economic benefit to individuals and businesses and improves their overall financial well-being.
I am in close contact with my clients and am always available to answer any questions.
By understanding a client's plans and intended actions, I proactively recommend tax saving strategies to maximize income.
I work for you, not the IRS or state authorities and fully endorse and encourage a client's right to save on taxes.
Reducing taxes by effective tax planning produces a clear economic benefit to individuals and businesses and improves their overall financial well-being.
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