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What would you like help with?

Tell us a little about your situation. We’ll discuss the service that fits your needs and how to get started.

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Get in touch to discuss your tax, accounting, or business needs.

(408) 461-5414

For your privacy, please keep your first email to general information. Contact us for secure sharing instructions before sending tax returns, Social Security numbers, or other sensitive financial documents.

Serving the Greater San Francisco Bay Area.

Based in San Jose. In-person meetings are available by arrangement. Our business hours are Monday–Friday, 8 a.m.–6 p.m. Pacific.

We work with individuals, companies, and CFOs. Whether you need a tax return prepared, help with an IRS issue, ongoing financial leadership, or a plan for using AI, we can discuss the right next step.

Make your first conversation useful.

  • Tell us which service you are interested in and the main question you need answered.
  • For a business inquiry, share a general description of the business and whether your accounting records are current.
  • Let us know about an approaching filing deadline or notice response date.
  • Include your preferred contact method and availability.

What happens next

We discuss your needs, identify the information required, and agree on the scope, fees, and next steps before work begins.

Looking for a starting point? Browse our practical financial guides.

Let’s make your next step clearer.

Tell us what you need help with. We’ll discuss your situation and the right service for you.

Start a conversation