Who I Serve
Tax Guidance for Individuals, Business Owners, Real Estate Investors, Estates, and Trusts
I work with clients who need more than basic tax preparation. Many clients come to me because they are dealing with business income, real estate activity, retirement decisions, capital gains, estate or trust matters, multi state filing issues, IRS notices, FTB notices, or other tax questions that require careful review and planning.
My practice is built for clients who want accurate tax compliance, practical planning, and clear communication before tax decisions become costly. For individuals and business owners, proactive tax planning can help evaluate tax projections, retirement decisions, capital gains, business structure, estimated payments, and other opportunities while choices are still available.
Individuals and Families
I work with individuals and families who need tax guidance for more complex financial decisions, including retirement planning, investment income, capital gains, charitable giving, multi-state filing, inherited assets, and IRS or FTB notices.
This work often includes tax projections, estimated tax planning, Roth conversion analysis, Social Security and Medicare IRMAA planning, and tax return preparation that reflects the broader financial picture.
Business Owners
I help business owners, independent professionals, and closely held companies address tax planning and compliance issues before they become expensive problems.
Common areas include entity selection, S corporation tax planning, reasonable compensation, owner distributions, loans to or from the business, business deductions, retirement plan options, quarterly estimates, bookkeeping cleanup, and year-end planning.
Real Estate Investors
I work with real estate investors who need tax guidance for rental properties, short term rentals, depreciation, cost segregation, passive activity rules, installment sales, Section 1031 exchanges, DSTs, real estate partnerships, and basis issues.
Real estate tax planning often requires careful coordination between the tax return, ownership structure, financing, depreciation history, passive activity limitations, and the investor's future exit strategy.
Learn more about tax planning for rental property ownership, depreciation, passive activity losses, property sales, Section 1031 exchanges, installment sales, and multistate real estate tax issues.
Estates and Trusts
I assist executors, trustees, beneficiaries, and families with tax matters involving final individual income tax returns, fiduciary income tax returns, trust distributions, distributable net income, inherited property, basis issues, estate tax returns, and gift tax returns.
These matters require careful attention to timing, reporting obligations, beneficiary information, and coordination with attorneys or financial advisors when needed.
IRS and FTB Notices
I help taxpayers respond to IRS and California FTB notices involving balances due, proposed tax changes, missing returns, penalties, refund holds, identity verification, transcript issues, and other account problems.
A notice response should begin with understanding what the agency is asking for, whether the notice appears correct, what records are needed, and what deadline applies.
Need Help With a Tax Issue?
If your tax situation involves business income, real estate, estate or trust matters, retirement decisions, IRS or FTB notices, or another issue that requires more than basic tax preparation, the next step is a focused conversation.