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Ask a Question

Ready to learn more? Have tons of questions? Great. We're here to help. We're ready to get to know you and your personal goals and offer proactive strategies to help you optimize your business, reduce your tax bill, and plan for future generations.  

Ask a question in the form below, and we'll get back with you within one business day, at most. Simply fill out the form below or contact our client services team directly:

Let's Talk

Naz Nasseri
Client & Office Adminstrator
P: (510) 235-1044 Ext. 100