Investment Advisor Representative & Tax Expert
3150 Hilltop Mall Road, Richmond, CA 94806
For over 25 years our firm has served the Bay Area as a trusted ally, striving to take the sting out of tax liability, with year-round services.
Proactive, Goal-Oriented Approach
Based out of Richmond, California, we work with individuals, small and mid-sized businesses providing tax planning and preparations. With the size of our firm and the depth of industry knowledge and experience, we can handle all of your tax and accounting needs.
- IRS Enrolled Agent (enrolled to practice before the Internal Revenue Service)
- Always a commitment to individual attention
- Fair Pricing
- IRS Authorized e-file provider
- Member of the National Association of Tax Professionals (NATP)
- Member of the National Society & California Society of Enrolled Agents (NSEA & CSEA)
- Member of the Better Business Bureau (our BBB review)
- Board of Directors for Better Busines Bureau (BBB)