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ABOUT
meet the TeamThought LeadershipRead the Blog
Who we serve
Business OwnersReal estate InvestorsIndividuals & Families
services
Income Tax ReductionEstate Tax EliminationBusiness Planning
pricingBLOGGet a Free Consultation

FREE CONSULTATION

Your strategy-focused, forward-looking tax partner.
Sophisticated tax and financial planning for high-net-worth families and
successful businesses

get a free consultation
For business owners

No matter what stage your business is in, we know how to reduce your tax bill
and help you grow your business.

Click to read more

For real estate investors

Real estate can involve significant capital investments and the tax implications
must be managed with careful planning.

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For individuals & families

We aim to minimize taxes while carefully preserving wealth for the next
generation. Estate & tax planning included.

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Powerful, proactive tax planning.

Tax planning, reduction, preparation & filing, and more to fit your unique needs

Forward-looking planning

Reducing taxes is all about preparing for the future. While we offer tax
preparation & filing, our clients find that most of the value in working with us
comes from significantly reducing their lifetime tax bill.

Timely communication

Communication is at the heart of good working relationships. We reach out when
necessary & provide proactive support throughout the year so you're always in
the loop.

Comprehensive approach

From annual tax planning to estate planning coordination, we're here to help
make taxes less stressful. Learn more about how we can help your family reduce
their lifetime tax bill.

See the Success Stories
We're a boutique CPA firm specializing in financially successful clients.

Tax planning, tax reduction, preparation & filing, and more to fit your unique
needs


get a free consultation


OUR TAX EDUCATION & ARTICLES

Can I Deduct My Gym Membership (as a Business Owner)?
June 3, 2024
2 min read
IRS Direct File Program Costs
April 30, 2024
3 min read
You Didn’t File on 4/15 - Now What?
April 27, 2024
2 min read
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1230 Rosecrans Avenue, Suite 102
Manhattan Beach, CA 90266


310-536-0200


We specialize in working with high net worth business owners, individuals, and
entrepreneurs.



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