Frequently Asked Questions

Who do you typically work with?
I work primarily with high-income individuals, business owners, and families who want to integrate tax strategy with financial planning. Most of my clients are based in California or have multi-state tax considerations.

Do you work with clients outside California?
Yes. I serve clients nationwide on a virtual basis, with specialized knowledge of California tax rules and how they interact with federal planning opportunities.

Do you offer ongoing planning or one-time projects?
Both. Some clients prefer a one-time engagement focused on strategy and filing, while others choose ongoing guidance for tax and financial coordination throughout the year.

What makes your firm different?
I combine the technical depth of a CPA with the strategic perspective of a CFP®. My focus is on proactive planning, not just compliance, so clients can make better financial decisions year-round.

Do you work with other professionals?
Yes. I frequently collaborate with attorneys, investment advisors, and bookkeepers to ensure strategies are coordinated across your full financial picture.

What information do I need to provide for tax preparation?
After you become a client, you’ll receive a secure checklist and upload link. Typical documents include W-2s, 1099s, K-1s, brokerage statements, prior-year returns, and any business income or rental property details.

How do I securely send documents?
All documents are uploaded through encrypted portals that meet IRS security standards. I never use email for sensitive data.

Do you prepare business returns?
Yes. I prepare individual and small business returns (Schedule C, S-Corp, partnership). I do not currently offer bookkeeping or payroll services.