FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is based on the complexity of your situation and the level of strategic planning involved — offered as a transparent flat-fee package, not unpredictable hourly rates. Clients invest in my services because they recognize the value of saving through smarter tax planning and proactive advice.
- What education and/or training do you have that relates to your work?
I am a California state Certified Public Accountant (CPA) and have a MS in Taxation degree with additional training in advanced tax planning, real estate strategies, business entity structuring, and equity compensation optimization.
- Describe a recent project you are fond of. How long did it take?
I recently worked with a high-income individual who had multiple income sources — business, investments, foreign rentals and equity compensation. After a detailed tax review, we restructured their income, set up advanced deductions, and implemented a retirement strategy that saved them over $85,000 in taxes. From consultation to execution, the project took about 6–8 weeks, but the value will compound for years.