Tax Advisory
Year-round strategic guidance to help you plan ahead, adapt to life and business changes, and make informed financial decisions beyond just filing season.
Strategic guidance for
every stage of growth.
Federal & All State Tax Planning
Multi-state and federal tax strategy designed around your goals. Jack reviews your income, investments, and business structure to find savings opportunities year-round.
IRS & State Tax Representation
Authorized to represent you before the IRS and California Franchise Tax Board. Jack handles audits, notices, appeals, and disputes — so you can focus on your business.
Tax Entity Selection Planning
Starting a business or restructuring? Jack evaluates sole proprietorship, partnership, S-corp, C-corp, and LLC options to minimize your tax burden and protect your assets.
Unfiled Prior-Year Tax Returns
Behind on filings? Jack helps you catch up efficiently and accurately, minimizing penalties and negotiating with the IRS to bring you back into full compliance.
New Business Formation
Guidance through entity selection, EIN registration, Secretary of State filings, and initial tax setup — so your new venture starts on solid financial ground.
Real Estate Transactions
Tax guidance for property sales, 1031 exchanges, rental property deductions, and investment property strategies. Jack helps you structure transactions to minimize tax impact.
Filing is reactive. Advisory is proactive.
Plan Before the Year Ends
Most tax savings happen before December 31st. Jack works with you throughout the year to time deductions, manage estimated payments, and adjust strategy as your situation changes.
Life Changes = Tax Changes
Marriage, divorce, new business, real estate purchase, inheritance, retirement — every major life event has tax implications. Jack helps you understand and prepare for them.
Direct Access, No Gatekeepers
Unlike large firms where you're bounced between departments, you work directly with Jack. Same person, every call, every year. He knows your history and your goals.
IRS Peace of Mind
If the IRS or state comes knocking, Jack is authorized to represent you. Audits, notices, and disputes are handled with experience — not panic.
Not sure if you need
an advisor? You do if...
Ready to plan ahead with a CPA
who sees the full picture?
Start with a free 30-minute consultation. Tell Jack about your situation and he'll outline exactly how advisory services can help.