Practice Areas

PRACTICE AREAS

Three disciplines, one boutique practice. Tailored counsel for stockholders, business owners, and individuals across the Silicon Valley.

Tax

Tax

Expert preparation and planning.

From complex equity compensation to small-business filings, we deliver comprehensive tax solutions built around your specific situation. Every return is reviewed line-by-line for accuracy and opportunity.

  • Individual, self-employed, corporate, and equity compensation planning — RSUs, ISOs, ESPPs, and multi-state returns.
  • RSU · ISO · ESPP · AMT
  • S-Corp · LLC · Schedule C
  • 1099 · Freelancers
  • Bilingual · Bilingüe
  • IRS e-file
Notary

Notary

Certified mobile notary public.

We offer mobile notary services that combine convenience with professionalism. Our certified notary meets you at your location — home, office, or hospital — making notarization as straightforward as possible.

  • Certified mobile notary. We come to your home, office, or hospital for legal documents, real estate closings, and more.
  • Loan signings · Real estate closings
  • Estate planning · Powers of attorney
  • Evenings & weekends
  • Bay Area coverage
  • Bilingual · Bilingüe
Real Estate

Real Estate

Licensed California REALTOR® · CA DRE #02166394

At Smart Guy Tax & Financial, we redefine real estate excellence, catering to your unique needs with a comprehensive suite of services. As a licensed Realtor® in California, we go beyond just buying and selling.

  • Licensed California REALTOR® guidance for buyers, sellers, and investors across the Bay Area.
  • Real estate tax planning
  • End-to-end purchase & sale
  • Investment property · 1031
  • Local Bay Area expertise
  • Bilingual · Bilingüe
Boutique by Design

A small practice, on purpose.

We keep our roster intentionally small so every client gets senior-level attention. You'll always work directly with the person doing the work.

Not sure which service you need?

Send a note — in English or Español — and we'll help you sort it out.

Get in Touch