|
|
If the need for financial expertise - along with personalized, friendly service - has brought you to our website, look no further.
|
| |
|
|
|
We specialize in real estate tax planning as well as small business tax and financial consulting. This includes planning on choice of legal entity (e.g., LLC vs S-corp), as well as tax planning for all other business entities, including sole-proprietorships.
We have developed a focus on tax planning for transactions with potential California and/or Hawaii tax impact.
Our firm has significant experience with trusts, estates and gift taxes - wealth preservation and growth. Tax minimization is an important component of this strategy, where we can assist.
We prepare income, estate and gift tax returns related to these tax planning strategies.
Our firm also performs financial investigations, as we are not only CPAs but CFEs - Certified Fraud Examiners.
But enough about us - This is about you.
Our firm exists for one reason - to help our clients. Helping our clients achieve their goals what we're all about.
This is our passion.
|
| |
|
|
Our firm operates within the states of California and Hawaii. Steve is licensed as a CPA in both states. |
| |
|
|
|
Reduce your taxes... Make better business decisions... by subscribing to our FREE emailed newsletter.
|
| |
| | |
 |
|
