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A Tax Planner Is …

Someone who meets with you ahead of time to develop strategies to alleviate unnecessary tax.  He has the experience and attitude to make sure you are taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers.

Someone who gives valuable ongoing coaching and proactive solutions.  He provides you with the confidence in knowing you pay the least amount of tax possible.

Gives you customized strategies, flexible planning, and ongoing support.


Individual Tax Services

  • Do you have a lingering feeling your tax bill should somehow be less?
  • Have you ever received a tax notice and wondered who to turn to for help?
  • Is your accountant too busy to return your call promptly?

If you answered YES to any of these questions then you’re in need of a change.  There is a better way to deal with the puzzle of personal taxes, and we have some great solutions for you.

We’ll do all of the preparation of your Federal, State, and Local tax forms, and should the need arise, represent you before the IRS.  But our specialty is tax planning – recommending tax-saving strategies to help you.

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Small Business Tax Services

Your small business deserves access to the same professional tax preparation and tax planning techniques available to large companies. Maximizing your income means minimizing your income tax liabilities and maximizing the understanding of how your business is performing.

We’ve become one of the largest independent tax preparation firms for businesses throughout the Sacramento Valley because we’ve earned a reputation for helping our clients discover and seize every imaginable Federal, State, And local tax-saving opportunity possible. Our expertise, knowledge and client service is unsurpassed.

We are full-time, year-round licensed tax preparation and planning specialists dedicated to providing you with friendly, personal, and professional tax services that will save you as much money as possible.