Tax Solutions

to achieve your goals

+ tax consulting & compliance
+ emerging growth business planning

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Personalized Service

Unlike most firms, you are not a number to us. Our commitment is to you with our hands-on approach.

We are here to understand your business and help advise you on the complex decisions faced.

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Emerging Growth & Start-Up Focused

We’ve worked exclusively with emerging growth and start-up companies for over 15 years.

By partnering with you early on, we identify and solve problems you didn’t know you had.

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Diverse tax solutions

From entity structuring, identifying tax incentives, and to mitigating tax exposure, we are driven by a singular purpose to help you manage your effective tax rate.

“Dana has been a tremendous resource for us, particularly challenging since we are a cannabis company. She has done a fabulous job calculating our tax liabiliity and prepared an outstanding, well-documented workbook for our outside public accountants, skills we do not have internally. Our industry is very fast-paced; we are continually evaluating new business opportunities and Dana has been very responsive in providing expansion alternatives properly from a tax perspective.”

John Paul, CFO

Television Interview: Government Shutdown and Tax Season, interviewed by KTVU

Television Interview: Government Shutdown and Tax Season, interviewed by KTVU