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Tax Services:


I consider tax preparation process as a following sequence of steps: Data collection - Preparation of a draft return - Review with a client - Final return - Approval by a client - Filing of a return.


All of the above steps can be done online, using the latest technology:


  • Client portal - all documents are securely stored and available 24/7

  • Appointments can be scheduled through this website (please see "Contacts")

  • All official paperwork can be executed electronically

  • Tax returns are filed using IRS eFile system

  • Even payments for services can be sent electronically at no charge to you


Needless to say that we can meet in the office in San Francisco or Marin county and do everything using old good paper.

Useful Links:




Accounting is a powerful way to communicate complex things in a digestible format. My goal is to make the financial communication easy, no matter what the purpose might be: providing external users (investors, banks etc.) with the financial statements, preparing a trail balance for the tax accounting or putting together management accounts to give the owners better visibility into business operations.


I firmly believe that accounting shall make sense to its end users and I'm fully prepared to explain everything in details, starting with debit (abbreviated Dr., from the Latin debere) and credit (abbreviated Cr., from the Latin credere) which are simply accounting terms for "left" and "right" entries (not for "increase" or "decrease"). So, if you are debeting something - you are just making an entry on the left side of an account; why there are two sides for an account? - because its double-entry bookkeeping system, which German poet Goethe called "one of the finest discoveries of the human intellect".



Everyone of us has faced or is facing now some of the below issues:


  • How much does my business cost?

  • How much shall I pay for this business?

  • How can I legally minimize my taxes?

  • Shall I do any tax planning at all?

  • What effect will this particular transaction have on my taxes?

  • Shall I incorporate my business?

  • How to limit my potential business liabilities?


So, if you haven't found the right answer yet - let's talk!

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