Tax Solutions
to achieve your goals
+ tax consulting & compliance
+ emerging growth business planning
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.
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.
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
