Slightly geeky, but not your local bean counters. We are leading experts in all things assurance, tax and wealth management.

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.