Get in Touch
The best way to contact us is through our online calendar by choosing one of the appointment options below.
- (415) 746-9290
- 580 California Street,Suite1200 San Francisco,CA 94104
FAQs
How are we different from a regular accountant?
We focus on planning first, so we can save you the maximum amount possible and help you reach your goals faster.
How can you lower my taxes?
We analyze each client’s situation and spend the time to get to know you. We then create a custom tax plan and help you implement it.
What if I already have an accountant or CPA?
That’s great. There are over 1,000 strategies that we look at.
Don't all accountants know the same thing?
Per a study by Forbes magazine which matches what we see every day, 9 out of 10 business owners are overpaying their taxes because they’re not getting proactive advice.
Why don't all accountants do this?
It seems that most accountants are just putting numbers in boxes and looking to the past. We have a forward-looking mindset.
How do you know all of these strategies?
All licensed CPAs need to complete 80 hours of education every two years. However, we specifically focus on learning tax reduction strategies from some the leading experts in the country.
Are the strategies legal to use?
All of our strategies are referenced to IRS code and court cases. They are strategies that the most successful companies in the US are using.