June 8. 2023

Due to the impact of the 2022-23 winter storms on many California counties, the IRS and CA (FTB) have postponed the filing deadlines for tax returns & payments.  For how this may affect you, please contact our office.

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This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.