The tax team you call when it isn’t simple.
IRS letters, equity compensation, international companies and cross-border income — our team brings Big Four, private equity and investment banking experience to the situations a DIY app or a big chain can’t handle well.
Specialists in the complicated stuff
Most of our clients came to us because their situation outgrew their last preparer.
IRS & state problems
We deal with notices, audits, back taxes and payment plans directly with the IRS or state — and explain every step in plain English.
IRS audit & resolution →Tech & equity compensation
RSUs, ISOs, NSOs and ESPP reported correctly — with cost-basis fixes, AMT checks and planning before you sell.
Equity compensation →International businesses
Foreign companies setting up or running a U.S. subsidiary, and U.S. companies with operations overseas — entity setup, books, corporate returns and international information filings.
Business & international →Business, start to scale
Entity setup, S-corp and payroll, bookkeeping, financial statements and CFO-level advice as you grow.
Accounting services →Planning, not just filing
Want to look ahead — before year-end, a move or a big sale? Our tax planning service helps you avoid surprises at tax time.
Tax planning →Your history stays on file
Past returns, notes and correspondence stay with the firm, so whoever helps you picks up right where you left off.
Contact us →Big-firm experience, working for you
Our team includes professionals who have worked at Big Four accounting firms and in private equity and investment banking.
Public-company audit rigor
Audit experience with publicly traded companies means your books, financial statements and returns get the same level of scrutiny.
International tax experience
Tax work in the U.S. and abroad, for companies and individuals alike — from foreign parents with U.S. subsidiaries to executives and investors with income in more than one country.
Private equity & investment banking
We understand fund investments, K-1s, deal terms and equity — and can explain what they mean for your taxes and your compliance obligations.
What working with us is worth
Good tax work pays for itself in money kept, problems avoided and better decisions — done correctly and by the rules.
We catch costly mistakes
Missing cost basis on RSUs, overlooked foreign tax credits, income taxed by the wrong state — the errors software and rushed preparers miss can cost thousands.
We help you decide before it’s too late
When to sell, how to set up your business, what to pay in estimates — the biggest tax savings come from decisions made before year-end, not after.
We handle the IRS so it costs less
A correct, on-time response to a notice or audit can limit penalties and interest — and saves you the time and stress of dealing with it alone.
From first call to finished work
A clear process, so you always know what’s next — and what it costs.
Free 15-minute call
Tell us what’s going on — phone, video or in person.
Clear scope & quote
You’ll know exactly what’s included and what it costs before we start.
Secure document upload
Share documents through our client portal — no email attachments.
Prepared & reviewed
We complete the agreed work and walk you through the results.
Here when you need more
New IRS letter, life change or planning? We’ll scope and quote it first.
How we treat every client
- Plain EnglishWe explain what’s happening and why — no jargon.
- Transparent pricingYou approve the scope and fee before any work begins — including any additional work later.
- Your data protectedDocuments shared through a secure portal.
- Honest adviceIf something isn’t worth doing, we’ll tell you.
We’re a great fit if you…
- Received an IRS or state letter and want it handled properly
- Have RSUs, stock options or ESPP
- Earn income or own assets outside the U.S.
- Run a business or are about to start one
- Are a foreign company with — or planning — a U.S. subsidiary
- Moved states or have income in more than one state
- Want someone to plan ahead with you, not just file
Not sure? Book a free call and we’ll tell you honestly.
Let’s talk about your situation
A free 15-minute call is the easiest way to see if we’re the right fit.
Monday–Friday, 9 am–6 pm Pacific






