Closely-held businesses
Owner-operated companies that need reliable bookkeeping, clean returns, and a CPA who understands what the numbers mean for the owner's household — not just the P&L.
Who we help
Business owners and families who want a real advisor, not a filing service.
Our clients share one thing: they want their financial life to be organized, understood, and moving in the direction they intend. We serve San Ramon, Danville, Pleasanton, Dublin, Livermore, and the wider East Bay.
New and growing businesses
Founders setting up a proper financial foundation: entity choice, chart of accounts, payroll, sales tax, and the first years of tax planning done right.
Established S-Corps, LLCs & partnerships
Multi-owner entities that need clean books, reasonable-compensation discipline, K-1s that make sense, and proactive year-end planning.
Professionals & professional-service firms
Consultants, medical and dental practices, legal, engineering, and design firms who want quarterly clarity — not a spring surprise.
Individuals & families
Households with meaningful complexity — multiple W-2s, equity compensation, investment income, rental property, or business ownership.
Clients with a tax problem to resolve
IRS or state notices, unfiled prior-year returns, and balance-due situations — handled calmly and confidentially.
Where we work
Rooted in San Ramon. Serving the Tri-Valley and East Bay.
San RamonDanvillePleasantonDublinLivermoreAlamoBlackhawkWalnut CreekEast Bay
Not sure if we're the right fit?
The Financial Peace of Mind Review is designed exactly for that question.
Schedule a conversation →