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We Are Happy You’re Here

Let Us Help Minimize Your Taxes

We’re proud to have helped clients all over the San Francisco Bay Area. For over 50 years, weve built and executed strategic tax plans toward building wealth.

We look forward to meeting you and discussing ways we can help you pursue your unique goals while offering proactive strategies to help you optimize your business, reduce your tax bill, and plan for future generations.    

We have two offices, conveniently located in El Cerrito and Walnut Creek, and we’re happy to schedule a discovery phone appointment to learn more about your tax needs.  

Simply submit the form below, and well get back with you within one business day.  

Schedule a Discovery Call 

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