Serving Individuals, Families & Businesses
Our firm was founded in 1979 by two young accountants who envisioned a better way to deliver accounting services. Our offerings have expanded since then, but we still create relationships one client at a time. You need to trust your advisors more than ever, and we work hard to earn and expand that trust.
The most meaningful assurance services provide more than just a report of an entity’s financial statements. Whether it’s audit, review, compilation or agreed-upon procedures, our hands-on collaboration with clients facilitates a clear understanding of the business operations and the complex issues that arise daily. Our process provides a valuable opportunity to evaluate internal controls, identify issues that cost time and resources and connect stakeholders and funding sources.
Employee benefit plan audits are increasingly subject to scrutiny by the Department of Labor, Employee Benefits Security Administration, ERISA and the IRS. Think of us as a seamless link between employers and third-party administrators throughout the audit process. As new regulations are issued and others change, you need a partner who keeps you informed while mitigating risk.
Tax services for individuals, families and businesses have been our foundation for decades, including tax planning and return preparation. But this involves so much more than entering numbers in a tax return. Our expert attention helps you navigate the most simple personal and business planning situations or more complex considerations, such as investments, entity structuring or accounting method selection. We also offer representation in tax authority examinations, as well as estate planning and international tax services.
Understandably, notice of an audit, tax authority examination or other inquiry creates concern or even anxiety. We advise on simple to complex tax disputes, including representation of your personal or business interests. We encourage you to lean on us for an accurate and timely review of your tax situation, including proposed options to achieve the best possible outcome.
Silicon Valley continues to attract foreign nationals and business entities with complex cross-border income and tax situations. This requires strategies designed to both pursue your interests and maintain compliance with U.S. tax requirements. We assist individuals, families and businesses with guidance on reporting income or revenue earned here and abroad, as well as transfer pricing considerations.
It all begins with a holistic approach that’s based on our review of the personal financial planning needs that are unique to you or your family. It’s simple, really. The more we understand about your vision and goals, the better we can help you prioritize and realize meaningful progress. Your financial advisor will collaborate with our tax and accounting professionals to create a fully integrated plan. This enables us to serve you no matter what life brings – from retirement, education, tax and estate planning, to debt reduction and investment advice. We also consult with small businesses looking to implement employee retirement plans.
Creating a meaningful estate plan is especially important for high net worth individuals and families. Our collaborative, thoughtful process begins with an understanding of the intentions for your legacy. We work closely with legal experts to review your will and trust documents to support your expectations estimate estate taxes and advise on gifting options. From estates to family limited partnerships and private foundations, we know how to navigate the most complex wealth transfer strategies.
Consulting services are designed to address your ongoing business needs from selecting the right entity type for your new business, assisting with real estate transactions, facilitating strategic plans or investigating new revenue streams. Maybe it’s time to transition your business to new ownership. We’ll immerse ourselves in the details and work alongside you for the best outcome possible.
Implement the most efficient accounting and bookkeeping practices and procedures for your small business. Our certified QuickBooks® ProAdvisors can help you automate your internal business functions for informed decision-making. We provide support and solutions to keep your business running smoothly, including outsourced accounting services to maintain your back office and provide timely reporting.
Engaging us to represent your interests among attorneys and other advisors supports negotiations during a business transition or succession and protects your tax exposure as a buyer or seller. We begin by investigating and settling any accounting or operational issues to help expedite a successful transaction – continuing through the process of valuing your business, performing due diligence activities and structuring successful deals.
Business succession and continuation plans are concerns for any small business owner. It’s crucial that we consider and identify the most practical questions about your business and vision for succession. We know how to propose the best transition approach so you can begin to address all of those important decisions that are not only critical to succession planning, but also your next stage of life and long term legacy.
Financial success typically requires more time and stress as you endeavor to manage earnings, assets and debt responsibilities. Our family office service assists with managing household and business finances on behalf of high net worth individuals, families and their business and investment entities. We implement the best practices to coordinate your cash flow, bill pay and expense analysis, as well as payroll and tax filings. And in collaboration with our wealth management practice, we know how to help you establish and implement personal and family wealth preservation, philanthropic and legacy goals.
Industries We Serve
Restructure and streamline real estate transactions, from purchase and leasing agreements to like-kind exchanges. Reduce tax impact through cost segregation studies and plan ahead with operational forecasting or estate planning.
Gain support for job costing, debt management and controlling your labor expenses. Improve your competitive position and cash flow to maintain and invest in equipment.
Choose the right entity structure, financing options and tax minimization strategies to streamline your R&D and accelerate growth. Learn from our talented professionals right here in Silicon Valley.
Pursue your mission by applying real solutions for operational and financial challenges, including fiscal transparency. Implement the best practices to maximize your limited resources while managing compliance issues.
Get back to focusing on patients and care outcomes. Lean on us to improve operational efficiency by implementing the right mix of business processes and accounting solutions for your practice.
Expand your financial position and potential for continued growth with smart succession planning. Get partners on the same page by implementing best practices and solutions for practice management.
Build a healthy enterprise through comprehensive tax, compliance and advisory support, including R&D eligibility analysis or other tax incentives. Improve cash flow and support growth opportunities with an efficient back office.
WHOLESALE / DISTRIBUTION
Get support for inventory management, timely expansion and real estate investment decisions. Analyze and target customer and vendor risks to support logistics and cash flow.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM. David R. Davis, CPA/PFS – CA Insurance #0E01220. Byron Ishiwata, CPA – CA Insurance #0E32247. Elier Peraza, CFP® – CA Insurance #0K42603
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.