Sorry, I am currently not accepting new 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
- Tax Representation — FTB
Affordable 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
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