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Individual Tax Services

We offer a variety of consultative individual tax services. Contact us to schedule an initial consultation meeting with one of our talented staff.

Tax Preparation Services

  • Estate, trust and gift tax returns
  • Individual federal and state income tax returns
  • Multi-State income and sales tax
  • Not-for-Profit annual returns
  • Qualified and non-qualified employee benefit returns

Tax Consulting Services

  • Federal Tax Planning
  • State and Local Tax Planning
  • Strategic Tax Planning
  • Stock Option Planning
  • Multi-State Planning
  • Alternative Minimum Tax Planning

We’ve been in Silicon Valley for over half a century, and have become a part of its uniqueness. We understand its culture, business, the people and most importantly the way we live, work and play in the Valley. It’s in our DNA and we love it.


 
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