History
After many years owning the first gay-owned and operated mortgage company in Texas, I moved to the Bay Area in 2000 to transition my business into commercial real estate sales and hoping to practice real estate law. After passing the CA bar exam, I earned my advanced law degree in Taxation and opened my own firm. The rest, as they say, is history (in the making. ;-)
Specialties
We provide a wide array of tax-related services, such as preparation of tax returns, audit defense, IRS correspondence, fighting wage garnishments and bank levies, negotiating with IRS Collections, preparation for US Tax Court, strategic planning, CFO managerial analysis for businesses, bookkeeping, payroll, etc. Many of our clients are same-sex couples for whom we save thousands or tens of thousands of dollars in tax by highly experienced tax planning, maximizing the available deductions and income classification that achieves the best result possible.