Sorry, I am currently not accepting new Financial Planning clients

Taxes


  • Expert Federal and State Tax Preparation and e-filing

    • Individual 1040

    • Estate 1041

    • Fiduciary 1041

  • Tax Planning

  • RSU and Options analysis

  • Tax Representation

    • IRS

    • ​FTB






Affordable fees   

Services

Financial Planning


  • Retirement planning
  • Household budgeting
  • College funding
    • Financial Aid
    • 529 savings accounts
  • Home purchase analyses
  • Roth conversions
  • Estate planning
  • Life insurance needs analysis and strategies
  • Mortgage refinances
  • ​and many more situations ...



Affordable hourly fees

 Investments

 

  • 100% Fiduciary responsibility
  • Portfolio review
  • Risk Assessment
  • ​Investment Allocation
  • Help with 401(k) investment choices
  • Alternative investments
  • ​Investment management​







Affordable hourly fees or 

​% assets under management