San Mateo based accounting firm providing tax and accounting services to bay area businesses and individuals.
Specialties
Local CPA firm specializing in providing timely and effecient tax and accounting solutions to businesses and individuals.
Income tax planning and compliance, including preparation of federal and state returns.
Quarterly estimated tax planning to avoid penalties while optimizing cash flow.
Representation for federal and state tax examinations.
Implementation of federal and state tax minimization strategies.
Consulting on tax planning and compliance issues related to real estate investments.
Stock diversification planning, including stock option exercise planning, for executives and founders.
Compensation planning for executives including stock option and deferred compensation planning.
Please call us today to schedule a consultation.
History
Established in 2011
Practice created to service the needs of bay area businesses and individuals for all their tax and accounting needs.
Meet the Business Owner: Ben L.
Ben is a life-long Bay Area resident who enjoys travel, golf and the gym.
With a Masters in Taxation, and nearly a decade of experience covering a wide variety of business types (including health professionals, high technology, transportation, real estate, finance, etc.), Ben is a highly intelligent CPA who demonstrates great care for each individual business client.
His exhaustive effort and meticulous approach to taxes and profit improvement provide results to his clients on a consistent basis.
The business owners who engage in his thorough services will find their needs met well beyond original expectations.
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