Welcome to our website!

We are still working to support our clients in these challenging times.  While we have implemented the Shelter in Place model, we are still available by phone, email, and happy to meet on Zoom if you’d like to have that visibility.  Fortunately, our software is primarily web-based and secure, so we are able to continue our work on your behalf.  For tax returns, we are flexible with drop off and pick-up of documents if you’d like, or have a secure portal for you to send your documents without having to leave your home or office.

Starting this year, having health coverage in California is the law. If you don’t, you may have to pay a penalty to the California Franchise Tax Board. People who didn’t know about the new state penalty can still enroll, but only until April 30 — so act now. Here’s a link to more information:https://www.coveredca.com/

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.

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