Empowering You to Achieve Your Financial Goals
Welcome to our financial services firm, where we prioritize the unique financial needs of each client. Our team is led by Karyn, a dedicated and experienced tax planner and financial advisor. With a background in fiduciary services, Karyn has been practicing tax since 2015 and has a deep understanding of the individual, trust, estate, and small business tax landscape. In addition to tax planning, she specializes in court and forensic accountings, providing valuable assistance with litigation.
Karyn is an active member of the professional community, holding memberships with the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants (CalCPA), Professional Fiduciary Association of California (PFAC), and San Mateo County Bar Association (SMCBA). She is a licensed CPA and private professional fiduciary, with Quickbooks Pro training to ensure the highest level of service.
Our Services
At our firm, we are committed to providing a wide range of financial services, including:
- Tax Preparation: We understand the importance of accurate and timely tax preparation. Our team is dedicated to ensuring that our clients receive the best possible outcomes, taking into account the latest tax laws and regulations.
- Tax Planning and Advice: Our proactive approach to tax planning means that we work with our clients throughout the year to minimize their tax liability and maximize their financial growth.
- Fiduciary Services: As a licensed private professional fiduciary, Karyn provides comprehensive fiduciary services, including the management of trusts and estates.
- Bookkeeping: We offer reliable and accurate bookkeeping services, ensuring that our clients' financial records are up-to-date and well-organized.
- Forensic Accounting: In cases of litigation, our team provides thorough and detailed forensic accounting services, helping our clients navigate the complex financial aspects of their cases.
- Court Accounting: We offer expert court accounting services, delivering accurate and comprehensive financial reports to support our clients in legal proceedings.
Community Involvement
At our firm, we are committed to giving back to our community. Karyn is an active volunteer for a non-profit delivering birthday cakes to underprivileged children and is a board member of the Swedish Club of San Francisco Bay Area. She and her sisters founded The Dave Stiles Foundation, a non-profit in memory of their father, which provides support to local schools and community members.
Avoiding Tax Scams
We are dedicated to educating our clients about potential tax scams. The IRS recently released their "Dirty Dozen" most common tax scams for 2019, including phishing, phone scams, and identity theft. We encourage our clients to share this information with their loved ones, particularly the elderly, who may be more vulnerable to these types of scams.

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