Strategy & planning
Tax projections and advice on compensation, investments, business ownership and family decisions.
Learn moreFor individuals, families & trustsTax strategy and
Tax strategy and
advisory for what’s next.
We advise on stock compensation, business interests, investments, trusts and family transfers. Work with us through the year or on a specific decision.
Silicon Valley &
Wine Country.
How we can help
Advice for the decisions you’re making.
We take time to understand what you are considering, compare the tax consequences and help with the work that follows.
Major decisions & transfers
Tax analysis before an option exercise, stock or business sale, move, inheritance or gift.
Learn morePreparation & follow-through
Returns, estimates and related filings, alongside planning or as an engagement on their own.
Learn moreNeed help with a return? We’re happy to discuss preparation on its own.
About tax preparationWho we work withFor you and
For you and
your family.
Working together
Know who to call.
Whether you come to us for a return or ongoing advice, we make it clear how to get help with your work. Every client has a lead contact; for year-round advisory relationships, that contact coordinates the agreed planning, reviews and follow-through.
We also work alongside the attorneys, investment advisors and family-office professionals you already trust, with coordination arranged as part of the engagement.
Featured insight
Before a concentrated-stock sale or gift
The acquisition records, tax payments and transfer questions to review before the transaction.