Client Portal Login 
Pay Bill 
Married Couples Filing Separate Tax Returns: Why Would They Do It?
If you’re married, you may wonder whether you should file joint or separate tax returns. The answer depends on your individual tax...
Call Us Today!
(707) 546-0272
Resources & Insights
Practical guidance, timely updates, and strategic thinking from our team— because informed decisions lead to better outcomes.
Latest Articles
Making Withdrawals From Your Closely Held Corporation That Aren’t Taxed As Dividends
Do you want to withdraw cash from your closely held corporation at a minimum tax cost? The simplest way is to distribute...
California Governor Signs Two Major Bills: SB 113 and SB 114
Today, California Governor Gavin Newsom signed SB 113, which expands the passthrough entity elective tax benefits by: Repealing the tentative minimum tax...
Approach Turnaround Acquisitions with Due Care
Economic changes wrought by the COVID-19 pandemic, along with other factors, drove historic global mergers and acquisitions (M&A) activity in 2021. Experts...
Did You Give to Charity in 2021? Make Sure You Have Substantiation
If you donated to charity last year, letters from the charities may have appeared in your mailbox recently acknowledging the donations. But...
California Tax Law Changes Await Governor’s Signature
Governor Newsom is expected to sign SB 113 soon, which contains several tax-related changes that impact 2021 tax returns and the current...
