• Tax Compliance & Consulting Our team members have the breadth and depth of knowledge in federal, state and local tax laws to assist you with your needs, including year-end tax planning, preparing complex tax returns, and compliance and reviews. • Wealth Management & Preservation We recognize that as an individual you need innovative answers to meet your personal wealth goals. From estate planning to tax and financial planning, our wealth preservation and management services provide an integrated approach that provides tax-efficient solutions that will protect your assets throughout your lifetime and that of your heirs. We take pride in planning to help preserve and grow your wealth. • Forensic Accounting & Fraud Investigation We have established a reputation for our expertise, in the complexities of the bankruptcy process. We have formed successful working relations with attorneys and other bankruptcy professionals in providing a full spectrum of tax, financial advisory, forensic investigation, and compliance services. We are experienced in assisting troubled companies with development and implementation of turnaround plans, investigation of preferences and fraudulent conveyance matters and analysis of solvency. Our commitment to excellence allows us to offer the complete spectrum of bankruptcy related services delivered with a personal and professional touch.
- Small Business (defined as less than 100 employees by state and local agencies)
- Founded in San Francisco
- Headquartered in San Francisco
- Woman Owned
180 Montgomery Street, Suite 2340, San Francisco, CA, United States, San Francisco 94104