Free, confidential first consultation
§ I · Practice areas · Tax
Year-round tax planning and accounting for individuals, families and growing companies, from one team that also understands the law.
Most people only think about tax once a year, usually in a hurry. We think about it all year, so that by the time your return is due the important decisions have already been made.
Because our accountants work next to our attorneys, we see the whole picture: how your business is structured, how property is held, what your will says. That is where the real savings are.
Founders and small companies, landlords and property investors, families with an estate to protect, and professionals whose income has outgrown a simple return. If you’re not sure we’re the right fit, the first conversation is free.
§ Typical fees
Fixed fees agreed in writing before any work starts.
Partner in charge
Tax & accounting · CPA since 2001
§ II · In our clients’ words
“They explained every option in plain English, told us honestly what it would cost, and then did exactly what they said they would.”
Ruth & Alan K. · Estate planning clients
“Daniel’s team rebuilt our books, fixed two years of tax filings and saved us more than their fee in the first quarter.”
Priya S. · Founder, design studio
“Calm, sharp and always one step ahead of the other side. I would not want anyone else in my corner.”
Thomas G. · Employment dispute client
§ III · Related practice areas
§ Confidential consultation
Tell us what’s happening. We’ll call you back the same working day.