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Tax  Preparation
 
Tax Planning
 
Consultations
 
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Tax Preparation
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Tax Planning
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Consultations
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Tax Tips

My Services:

  • Tax returns for individuals and businesses
  • Unresolved tax problems
  • Tax and financial planning

Education:

  • BA, Economics – U.C. Berkeley
  • MS, Taxation – San Jose State University

Licenses:

  • Certified Public Accountant (CPA)
  • Enrolled Agent
  • Certified Financial Planner (CFP®)

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What I Do

Does your CPA prepare your taxes, but not offer strategies to reduce your taxes? I help people shield as much money from the IRS as legally possible. Most of my clients are engineers, real estate investors, small business owners, and foreign nationals.

Contact me for a complimentary consultation.

Video: Tax Basics for the Immigration Practitioner

Video: Tax Basics for the Immigration Practitioner

Qualifications:

  • 15 years of tax experience
  • Worked at Ernst & Young and Cisco
  • CPA, EA, CFP®
  • Bachelor’s Degree in Economics – UC Berkeley
  • Master’s Degree in Taxation – SJSU

Mission Statement:

Our mission is to help our clients accomplish their goals by providing the highest quality tax and financial services. We improve our clients' financial situation by offering innovative tax strategies that most CPAs aren't even aware of. Business owners can get huge tax deductions up to $424K with our unique retirement plans.

Contact me for a complimentary consultation. 

Video: Tax Basics for the Immigration Practitioner

Video: Tax Basics for the Immigration Practitioner

 

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