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Who I am

CPA providing tax and accounting services to South Lake Tahoe and Rocklin California. 

Services

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Tax

The following services are provided:

  • tax preparation = individuals

  • tax preparation = business

  • tax preparation = partnerships

  • tax preparation = trust and estate

  • tax preparation = non-profit

S - Corporation 

The following services are provided S- Corp:

  • Tax preparation

  • Tax estimates

  • Exit Strategies

  • Accountable Plan

  • Tax Planning

  • Business Formation

  • Consulting

  • General Questions

Trust and Estate

The following services are provided:

  • Consulting 

  • Trust and Estate Tax Return Preparation

  • Tax Planning Trust 

  • General Inquiries

Home: Contact

Consulting

The following services are provided:

  • Help you find a bookkeeper

  • Help you find a good solo-401k

  • Tax Planning

  • General Financial Questions

Contact Me

6520 Lonetree Blvd. #1000

Rocklin, CA, 95765

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