Tax
Individual, self-employed, corporate, and equity compensation planning — RSUs, ISOs, ESPPs, and multi-state returns.
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Boutique
Tax, Notary & Real Estate
for the Bay Area.
Expert guidance in tax, real estate, and notary services — tailored for Silicon Valley stockholders, business owners, and individuals.
Who We Serve
Precision for the people building the Valley.
Stockholders
RSU · ISO · ESPP · AMT planning
Business Owners
S-Corp · LLC · Schedule C · 1099s
Individuals
Personal returns · ITIN · Bilingual
Practice Areas
PRACTICE AREAS
Notary
Certified mobile notary. We come to your home, office, or hospital for legal documents, real estate closings, and more.
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Real Estate
Licensed California REALTOR® guidance for buyers, sellers, and investors across the Bay Area.
Learn more →Our Mission
To help our clients navigate tax, real estate, and notary matters with clarity, care, and precision — a small, boutique practice that listens first, then delivers work worthy of the trust our Bay Area neighbors place in us.
CA DRE #02166394 · Certified Notary Public