Whom We Serve

Small & Medium-Sized Entities We provide tax compliance and tax strategy, including entity selection, changes, and tax mitigation.

We take on complex tax situations and assist our clients with advanced tax strategies such as cost segregation, captive insurance companies, 1031 exchanges and Delaware Statutory Trusts.

We do a substantial amount of business and advisory work and focus on entrepreneurs who have vision and passion.

ACN 3556 Edit 800
ACN 5572 Edit 800

Individuals with Complex Tax Needs We love to help! Our clients tend to have complex tax returns.

Here are some of the typical situations we enjoy handling:

  • Multiple sources of income
  • Multiple investments and accounts
  • Business income
  • Multiple capital gains
  • Multiple rental properties
  • Multiple K-1 income
  • Trust income
  • Farm or ranch income
  • Foreign earnings or assets
  • Multi-state filings.

Individuals in Real Estate We are proud to service many of the principal owners of real estate in Marin and San Francisco.

Here are some of the areas we address which are unique to real estate:

  • Cost Segregation (a means of accelerating depreciation)
  • Who is a real estate professional & how do I become one?
  • Depreciation strategies
  • 1031 like-kind exchanges
  • Using a Delaware Statutory Trust to avoid toilets, trash, taxes and tenants.
ACN 5812 Edit 800
ACN 5424 Edit 800

Individuals in the Tech Industry We love tech and welcome the advances which will make our lives easier and better -- hopefully!

Northern California is the hotbed of technology and we are proud to be a part of it! We provide services to IT companies, including startups and to individuals working in tech.

Here are some of the areas we address which are unique to or heavily used in the tech world:

  • Tax consulting on revenue and expense recognition
  • Proper reporting and advice on RSUs
  • Property reporting and advice on ISOs, NSOs, and ESPPs
  • 83(b) elections
  • Earning and using R&D credits.

Individuals with Foreign Taxes Foreign individuals in the U.S. may be here for different reasons and each reason involves a different visa.

Because we look after so many foreign nationals, we have become fluent in:

  • Visa issues
  • Tax reporting of non-resident aliens
  • Tax reporting of resident aliens (green card holders)
  • Tax reporting in dual-status years
  • Tax advice
  • 83(b) elections for foreign stock ownership
  • Reporting of foreign bank accounts and other financial interests
  • Reporting of assets in foreign countries.
Services Foreign Taxes
Call Us (415) 927-1040