Tax strategy for people with real complexity.

If your taxes are simple — W-2 income, standard deduction, no investments — a basic preparer may be fine. But if you own real estate, run a business, have equity compensation, or are actively building wealth, you need someone who understands strategy, not just software. A CPA is licensed, held to ethical standards, and can represent you before the IRS. A tax preparer has none of those requirements.

Yes — 100%. Everything runs through a secure client portal. You upload documents, sign electronically, and communicate through a protected platform. No faxing, no emailing sensitive documents, no need to come into an office. I work with clients across California and beyond entirely remotely.

Every engagement is scoped and priced individually based on your situation. Individual returns start at $700 and business returns start at $1,500 — complexity, multi-state filings, and advisory work are priced accordingly. You'll always receive a clear engagement letter with a defined scope before any work begins. Call or text 805-814-1986 for a specific quote.

We start with a free 30-minute intro call to understand your situation. If it's a good fit I'll send an engagement letter with a flat fee. You'll receive a secure digital organizer to upload your documents. Once I've prepared your return we'll walk through it together before anything is filed — you'll understand exactly what was done and why. After filing I'll send a proactive planning note with ideas for the year ahead.

As a CPA I have unlimited representation rights before the IRS — meaning I can represent you directly in an audit. Most tax preparers don't have this authority. I prepare returns I'm prepared to defend, and if an audit ever comes up I'm in your corner.

Both. Filing your return is the minimum — the real value is in proactive planning throughout the year. Whether it's timing a property sale, structuring an S-Corp, planning around equity compensation, or optimizing depreciation on a rental portfolio, I'm available year-round for those conversations, not just in April.

Yes. Unfiled returns are more common than people think and there are legitimate ways to get caught up without the situation spiraling. The worst thing to do is nothing. Reach out and we'll figure out the best path forward — no judgment.

Everything goes through an encrypted client portal — no emailing Social Security numbers or tax documents back and forth. Once you're onboarded you'll have a secure login where you can upload documents, sign forms electronically, and message me directly. Clean, simple, and protected.

Absolutely — and I'd encourage it. Having a CPA and a financial advisor working in coordination is how HNW clients actually optimize their situation. I'm comfortable working alongside financial advisors and have experience in wealth management environments, so I understand how to collaborate without stepping on each other's toes.