Services & FAQ’s

  • We are a virtual only firm based in Silicon Valley.

    If you would like to meet in person in the Silicon Valley area, please do not hesitate to ask. We would be happy to arrange a meeting if possible.

  • The examples below provide some highlights of the clients we serve. To get a more precise idea of how we fit your needs, feel free to schedule an introductory call.

    • Individuals

      • High earners seeking tax savings and reduced stress from return preparation

      • Start-up founders and employees with complex equity planning needs

      • Real estate investors with a range of rental properties

      • Taxpayers with foreign reporting requirements.

      • Investors with complex portfolios including alternative investments

      • Delinquent taxpayers seeking to catch up on filing and have penalties abated.

    • Deceased individuals and estate returns

    • Trust returns including admin trusts, bypass trusts, charitable trusts, etc.

    • Mom-and-pop businesses such as:

      • Service industry businesses

      • Commercial and industrial businesses not subject to uniform capitalization rules

      • Real estate investment partnerships without complex special allocations.

  • Our fees generally start around $900 and vary depending on the complexity of the engagement.

    For a free estimate based on your specific situation, schedule an introductory call.

  • Yes, for individuals we are able to help with most foreign reporting situations including FBARS, Form 8938, Form 5471, Dual Status Returns, etc.

    For businesses, we review on a case by case basis if the foreign reporting would be appropriate for us to handle.

  • Client files are encrypted under 256 bit encryption standards.

    For securely sharing files with clients, we utilize Citrix ShareFile which allows 2-factor authentication as well as 256 bit encryption.

    We use a secure password manager to protect login credentials.

  • We do not. All returns are prepared and reviewed by us.