Thank you for visiting our website.
We are a boutique accounting and tax firm focused on bringing the financial management skills of the big companies to Bay Area businesses and clarity to individuals wanting to understand how our complicated tax laws affect them. Located in Sausalito, California, we serve individuals and businesses in the Marin County and surrounding areas.
Our services include income tax preparation (individual and business), CFO consulting services and general accounting services. For more information about our services, feel free to look at our “services” tab to the left or give us a call.
We are an active participant in a global network of CPA's called "CPA Connect" which gives us a very long list of technical experts we can call upon for specialized assistance if needed. With this affiliation, we are able to maintain the best of both worlds, a small boutique firm with a select client list, while at the same time, we have the depth of technical resources found in substantially larger firms.
On this website you can find out more information about us, access files we’ve prepared for you, upload files you want to share with us, sign up for a monthly newsletter, find helpful links to online resources to assist in tax processing and financial decision making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.
Please check the “Tax Center” tab for a listing of due dates to be aware of. There may be one just around the corner. We often receive inquiries about how many years various documents and receipts should be retained. This is answered for you under the tab “Tax Center” “Retention Guide”. If you have questions about that, feel free to give us a call.
We welcome any questions or comments you may have. Feel free to contact us at any time:
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You can also send us a message directly through the contact page of this website.