Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors.
Our main office address is in San Ramon. We have also recently opened a new office at 2421 Encinal Avenue, Suite C, in Alameda, Calfornia, in association with Gail Artikaslan. Telephone: 510-769-9113.
The Tax Tools tab includes a Record Retention Guide and access to many tax forms. The Financial Guides include helpful calculators for budgeting, cash flow planning, retirement planning and loan amortization, among other features. Our secure Client Login is shown here and also on the separate tab, allows those clients who have registered for a Web Portal, to access their tax returns and upload documents to us in a safe and secure manner. Our news tab features current and monthly articles of interest that you might not see anywhere else, including access to archives of our monthly e-newsletter. Enjoy!
You can also send us a message directly through the contact page of this website.