Broker Check

Tax Planning

Putting More of Your Money to Work for You

Your tax and financial planning should go hand-in-hand and with a focus on both disciplines, we are able to look at your full picture and make tax-efficient recommendations according to your short and long-term goals. We help our clients achieve their financial goals in a tax-effective way.

Tax services for individuals, families and businesses have been our foundation for decades, including tax planning and return preparation. But this involves so much more than entering numbers in a tax return. Our expert attention helps you navigate the most simple personal and business planning situations or more complex considerations, such as investments, entity structuring or accounting method selection. We also offer representation in tax authority examinations, as well as estate planning and international tax services.

Tax Authority Examination

Understandably, notice of an audit, tax authority examination or other inquiry creates concern or even anxiety. We advise on simple to complex tax disputes, including representation of your personal or business interests. We encourage you to lean on us for an accurate and timely review of your tax situation, including proposed options to achieve the best possible outcome.

International Tax

Silicon Valley continues to attract foreign nationals and business entities with complex cross-border income and tax situations. This requires strategies designed to both pursue your interests and maintain compliance with U.S. tax requirements. We assist individuals, families and businesses with guidance on reporting income or revenue earned here and abroad, as well as transfer pricing considerations.

Client Education

Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn More
You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More

Have a Question?

Thank you!
Oops!