Year-round tax planning, advisory, and tax preparation for Coachella Valley business owners, real estate investors, and individuals with complex tax needs. We help you make decisions and correct the structure before returns are prepared.
US-based professional team, we don’t outsource.
Client results
Anonymized engagement outcomes, written as case notes. Results vary.
Trust strategy paired with Roth conversion timing, modeled to reduce projected estate taxes. The business stays in the family and the heirs inherit assets rather than a surprise tax bill.
Family office, Palm Desert. Projected estate-tax reduction on modeled facts. Projections are not guarantees.
Unreported foreign accounts going back a decade. We guided the family through the IRS’s disclosure process and brought their reporting current on both sides of the border.
Canadian dual citizen, Palm Desert. Voluntary disclosure outcome on that file. Results depend on facts and the applicable program.
A tax-deferred exchange under Section 1031 into DST holdings with counsel, deferring the gain on a $5.6M sale while keeping monthly cash flow. We do not place DST securities.
Property owner, Southern California. Case result. Outcomes vary.
Questions
Year-round. We plan, correct, and decide before returns are prepared.
Yes. That includes rental operations, cost segregation, and tax-deferred exchanges under Section 1031, planned before the transaction is done.
A complimentary 30-minute fit assessment to learn about your needs and whether our firm may be a good fit. It is information gathering and does not include tax, accounting, or financial advice. If a deeper review of documents or prior filings is needed to define a scope of work and fee proposal, we may recommend a $450 diagnostic assessment. We discuss it with you in advance, and the fee is credited in full toward your first engagement.
Yes, when the work fits. The Assessment is how we find out, on both sides, before anyone commits to a year-round engagement.
Palm Desert office
Serving Palm Desert and the Coachella Valley.
The first meeting is a complimentary 30-minute fit assessment.