Who We Are
We are Certified Public Accountants & Certified Financial Planners, we offer you a unique combination of expertise not commonly available.
We specialize in tax-smart wealth building for you to grow profitably and to build wealth.
We partner with professionals, business owners and investors. In the Silicon Valley and beyond.
Our Philosophy
“Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.”
GREGORY V. HELVERING, 69 F.2D 809,810