Premium Concierge Tax & Accounting Services
Serving Los Angeles, Orange County,
San Diego, San Francisco & Oregon
Premium Concierge Tax & Accounting Services
Serving Los Angeles, Orange County,
San Diego, San Francisco & Oregon
Serving Los Angeles, Orange County,
San Diego, San Francisco & Oregon
Serving Los Angeles, Orange County,
San Diego, San Francisco & Oregon
As a full-suite tax and accounting concierge service, we bring our expertise directly to you. We understand that your time is valuable, which is why we've revolutionized the traditional accounting experience. There's no need to visit our office – we come to you, whether it's your home, office, or preferred meeting location.
This premium service ensures:
We understand that navigating tax regulations requires deep expertise and up-to-date knowledge. Our specialized team serves privately held businesses, including corporations, LLCs, and partnerships, as well as individuals, trusts, and nonprofit organizations. We take an innovative approach to tax strategy, identifying opportunities for tax deferral and reducing current and future obligations.
Our comprehensive tax return preparation covers:
As tax and business professionals, we develop an in-depth understanding of each client's financial landscape, enabling us to provide comprehensive, year-round tax planning that maximizes efficiency and minimizes tax burden.
Our extensive tax services for individuals, businesses, and fiduciaries include:
Tax Strategy Development:
Wealth Preservation:
Financial Optimization:
Real Estate and Business Planning:
Our experienced team provides skilled representation in matters involving the IRS, state tax boards, and local tax authorities.
We assist with:
We provide comprehensive accounting solutions for businesses seeking professional financial management without the overhead of full-time staff.
Our services include:
Working alongside estate attorneys, we facilitate trust formation and asset allocation to achieve your family and philanthropic objectives.
We provide:
We serve individuals with complex tax situations, including:
We support medical practices, law firms, and consultancies with:
We provide specialized support for high-net-worth individuals and family businesses:
Our nonprofit expertise includes:
Core Services:
Need help with your accounting and taxes? Contact us today to schedule an appointment with one of our experts.
is a seasoned tax expert with over 25 years of experience in private and public accounting, specializing in delivering customized solutions for clients with complex tax needs. His practice focuses on guiding individuals, family groups, and business owners through intricate tax regulations and compliance requirements.
Gene’s expertise lies
is a seasoned tax expert with over 25 years of experience in private and public accounting, specializing in delivering customized solutions for clients with complex tax needs. His practice focuses on guiding individuals, family groups, and business owners through intricate tax regulations and compliance requirements.
Gene’s expertise lies in addressing the unique challenges of his clients, offering tailored strategies for personal tax planning, multi-jurisdictional filings, and foreign tax considerations. He collaborates closely with his clients and their advisory teams, ensuring that every decision aligns with their long-term financial and personal goals.
Gene earned his undergraduate degree in Accounting from California State University, Northridge, and a Master’s in Taxation from Golden Gate University in San Francisco. His robust academic background, combined with decades of practical experience, enables him to deliver insightful, strategic guidance that simplifies complexity and provides financial clarity.
Dedicated to serving clients who demand personalized attention and innovative solutions, Gene has built a reputation as a trusted partner for those seeking expert support with their unique personal tax needs.
is a highly skilled business management consultant with over two decades of flawless experience in accounting, bookkeeping, and business advisory services. Renata’s career is defined by her commitment to excellence and her ability to deliver customized solutions that empower businesses to thrive.
Renata holds a Bachelor of Science in Busin
is a highly skilled business management consultant with over two decades of flawless experience in accounting, bookkeeping, and business advisory services. Renata’s career is defined by her commitment to excellence and her ability to deliver customized solutions that empower businesses to thrive.
Renata holds a Bachelor of Science in Business Administration and an MBA from Pepperdine University, where she honed her expertise in financial management, strategic planning, and operational efficiency. Her academic foundation and practical experience enable her to provide clients with insightful, actionable guidance.
Renata specializes in offering comprehensive support to businesses, including accounting and bookkeeping services, financial reporting, and customized management strategies tailored to each client's unique needs. She is known for her meticulous attention to detail, professionalism, and unwavering dedication to her clients’ success.
With a reputation for reliability and a proven track record, Renata is a trusted partner for businesses seeking expert guidance to streamline operations, maintain financial integrity, and achieve long-term growth.
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