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Tax Advice

In addition to the preparation of tax returns for individuals, trusts, estates, corporations, and partnerships, we offer expertise in tax reduction strategies, complex investments, pension plans, and retirement plans, and we represent our clients in front of the Internal Revenue Service and Franchise Tax Board in the case of audits.

We are more than a tax preparation firm. We are CPAs whose expertise can benefit you by examining ways to reduce your taxes, improve your business practices, or help you with your financial planning needs such as college education funding, insurance evaluation, estate planning, and retirement.