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We are a team of experienced tax professionals dedicated to helping individuals, businesses, and real estate investors simplify, automate, and maximize their tax and accounting needs. Our diverse set of knowledge across tax planning, bookkeeping, and accounting ensures that you receive the best possible service.

Our Services

We offer a wide range of services including tax preparation, tax planning, amendments, bookkeeping, payroll, and other accounting services. Whether you need help with individual or business tax returns, we are here to assist. Our team is well-versed in various tax forms such as the 1040, 1040SR, 1041, 1065, 1099, 1120C, 1120S, 709, K-1, K-2, K-3, sales tax, and international tax. We also specialize in cost segregation and beneficial ownership reporting.

Why Choose Us

Our team comes from renowned firms like EY and KPMG, as well as multiple family offices. This diverse experience allows us to understand the unique needs of individuals, startups, small businesses, corporations, and real estate investors. We are committed to staying up to date with the hundreds of changes that happen every year in tax and accounting laws to ensure you receive the best possible service.

Meet Our Team

Our team is led by Managing Partner Serena Do, CPA, and includes Accountant Fawn W., CPA, and Data Entry Clerk Cierra M. We pride ourselves on being accessible and dedicated to our clients' success.

What Our Clients Say

We have received rave reviews from clients who appreciate our personalized service and expertise. From business owners to real estate investors, our clients value the unique insights and tax savings we provide.

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