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1155 Meridian Avenue
Suite 204
San Jose, CA 95125
(408) 533-0022

 
       


Tax Planning
& Preparations

 

Financial Management
Services

 

Accounting
Services


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Tax Planning, Preparation and Compliance

 

Our expertise and experience provides optimum tax and financial opportunities. Whether you need individual tax planning or you have complex tax issues with your business, we will guide you through complex tax decisions with strategies that optimize your tax liabilities.

Professional representation can be vital during an IRS audit, and our experience with tax authorities enables us to guide clients in their dealings with Federal and State agencies.

Our technical tax assistance includes the following areas:

 
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Tax preparation and consulting services
 
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Business management services for partnerships and corporations
 
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Retirement, gift and estate planning
 
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Marital separation
 
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Non-qualified incentive stock options, Alternative Minimum Tax (AMT) and retirement & tax planning for companies

 

 



Contact Information Our Team