Our Tax services focus on:

  • Tax Preparation ServicesPersonal and business tax preparation
  • Tax representation – including responses to IRS and FTB inquiries
  • Estate and trust tax planning
  • IRA distribution planning
  • Stock option planning – understanding the long-term implications of your executive incentive/stock option plan

Our approach to providing tax services focuses on protecting the financial interests of our clients. We recognize people work hard for their money and we take pride in using our in-depth knowledge of tax law to help them minimize their tax liability. Our approach to tax preparation is not simply to enter your data into tax software programs – you could do that yourself if you wanted. Instead, it’s a time for us to help you keep more of what you earn – through our knowledge of tax law and investment planning.

Our tax expertise is a result of education, experience and relationships.

Each year Congress legislates extensive changes to our tax laws. To ensure the best tax solutions for our clients, our tax professionals annually attend several days of continuing tax education.

Testifying on tax policy and legislation at the United States Senate Finance Committee and attending President Clinton’s White House signing of the IRS Reform and Restructuring Act are two examples of our tax professionals' experience in tax legislation.

Through his time served on the Internal Revenue Service Advisory Council (IRSAC), his National Tax Practice Institute (NTPI) education, and his ongoing relationship with the National Association of Enrolled Agents (NAEA), Greg is uniquely qualified to represent clients in resolving complex tax issues.

Maintaining relationships with tax educators and organizations of national tax professionals keeps us current on the latest tax hot spots and strategies for resolving tax situations.

Often the best solutions are reached by strategically incorporating a client’s tax planning with their personal financial planning. This approach works to maximize our clients’ wealth accumulation.