TEL: 510.368.6061
A Certified
Tax Expert
When it comes to tax planning and compliance, clients need a team of tax consultants that combine both technical and industry knowledge with a personal touch and a commitment to minimize their current tax liability. We believe tax planning is the key to minimizing that liability, and we tailor our tax services to meet your personal, business, and financial goals.
WE OFFER
Compilation and Review
In today’s fast-moving business environment many users of financial information are demanding earlier completion of financial statements. We obtain a thorough understanding of our clients’ businesses to enable early identification and resolution of problems as well as timely completion of the engagement. This also allows our professionals to identify, communicate and assist with opportunities for strengthening internal controls and operating efficiencies.
Advisory Service
In this volatile economy, businesses are constantly faced with mounting obstacles. Managing risk, maximizing technology, and divesting or acquiring businesses with precision and purpose are just a few of the challenges businesses must navigate. We provide an independent perspective to help our clients solve problems and be prepared for the future.
The majority of our clients are closely held businesses and high net worth individuals. Although we serve a variety of industries we have a specialized focus on retails, professional service, real estate, homeowners associations, governmental entities, and non-profit organizations. We also have experience in compliance and strategic planning.
OUR PRACTICE
Knowledge That Can Serve Your Needs
As a certified public accountant, Nancy gained experience in financial reporting during her employment with VTD and FRB and has provided financial reporting and consulting services to closely-held businesses for over 15 years. Her tax-related areas of expertise include: planning to minimize current tax liabilities, real estate transactions, estate/trust implications for individuals and their related business activities. She has a broad range of tax compliance experience serving corporations, trusts, not-for-profit organizations, homeowners associations, flow-through entities, and individuals. Throughout her career, she has also been active in the community and not-for-profit activities and has served on the board for several organizations.