Many families have a tax preparer who files the return in April and an adviser who manages the money — and nobody looking at both together. I do both, all year, for a small number of families.
Four things that only work when the same person does both.
Roth conversions sized against the bracket you're actually in. A concentrated position sold across two tax years instead of one. Giving that also satisfies a withdrawal you have to take anyway. By the time most people sit down with a preparer, those decisions have already been made for them.
I'm licensed to represent you before the IRS. With one form on file, official correspondence arrives at my desk and I answer it — rather than sitting unopened on a kitchen counter while someone works out who to call.
Losses harvested when markets dip. The right holdings in the right accounts. Every investment move made with your tax return already in view, instead of two professionals optimizing separately and neither seeing the other's work.
An offer on a house. A form you don't recognize. A decision you'd like a second opinion on before you make it. That's exactly when I want to hear from you, and it isn't billed on top.
Money and Retirement
You're in your 40s, 50s or 60s, you earn well, and your financial life has more moving parts than it used to.
Money and Aging
Either you're doing this for yourselves, or you're the adult child who has become the one handling it. Both are welcome here.
I've spent 20 years reading families' financial paperwork — tax returns, pay stubs, K‑1s, bank statements. Some of it preparing returns for low-income families here in the Bay Area, which I've done every season since 2014. Some of it building the software that banks and lenders use to do the same reading at scale.
What I kept noticing was that nobody was looking at the whole picture. A family makes a perfectly sound investment decision and gets a surprise tax bill in the same year. Nobody did anything wrong — the two halves were just sitting in different offices.
So I built the practice I'd want for my own family. I'm a fiduciary investment adviser and a tax professional, I take on a small number of households, and I do the work for each of them myself. If you're near Walnut Creek, I'll come to you.
Get to know meA short conversation about what you've got going on — your taxes, your investments, or helping a parent with theirs. No pitch, no paperwork, no obligation.
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