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Tax Preparation
Federal, state and international returns for individuals and businesses, with efficient compliance and effective planning strategies.
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Audit & Appeal Representation
Representation before tax authorities by a federally licensed Enrolled Agent who understands the dispute resolution process.
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IRS Problem Resolution
Help resolving issues with the IRS so you can move forward with confidence.
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Divorce Financial Analysis
Guidance for those navigating financial complexities during divorce proceedings.
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Business Consulting
Transactional structuring, accounting method reviews, nexus and state tax analysis, and more.
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Accounting & Bookkeeping
Keep your books clean and ready so tax time is easy.
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Real Estate
Tax strategies and practical financial management for the real estate sector, with experience in accounting, tax planning and business consulting for real estate businesses.
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Family Planning & New Parents
Tax advice for expecting and new parents: childcare credits, dependent-care flexible spending accounts, and a review of your withholding so you're not overpaying or underpaying.
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New Homeowners
Guidance on homeowner tax benefits, including the mortgage interest deduction and review of purchase and improvement costs to see what you may be eligible to deduct.
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Estate & Trust Tax Services
Customized estate planning services to help protect and distribute your assets in accordance with your wishes.
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NIL & Athlete Tax
Tax strategy built around athletes, from a first NIL deal to a pro career, led by former SDSU player Desai Lopez.
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NIL Contract & 1099 Review
We review your NIL deals and 1099s so every payment, including products and perks, is reported correctly.
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Quarterly Estimated Taxes for Athletes
NIL pay usually has no withholding. We calculate and schedule your quarterly IRS and state payments to help you avoid penalties.
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Multi-State & Jock Tax Filing
Played or earned in other states? We handle the nonresident returns that come with road games and appearances.
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Athlete LLC & Entity Guidance
Straight talk on whether an LLC or other entity makes sense for your NIL income, and how to set it up correctly.
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Rookie & Pro Transition Planning
Planning for signing bonuses, first contracts and the jump from college NIL to pro income.
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