Why Hire Us?

We use a team approach, bringing together top talent in all areas of tax and legal planning. We assist in managing simple estates to complex tax issues in one centralized location, saving you time and money.

“Why Pay Twice for the Same Advice?”™

Commitment to Quality: Our objective is to preserve our position as your trusted estate and tax advisor that you can depend on now and in the future. Our clients’ overall experience and satisfaction is as important as the service itself. We care about your success!

Client Services Management: We have over 150 years of combined legal, tax, financial and client service experience available to you.

Group Seminars: As you continue to learn and understand the importance of estate planning, it is essential to educate family and friends so they too can have the peace of mind they deserve when it comes to their own families. We offer complimentary group seminars for your family or organization to assist you with our Estate Planning 101 series.

Practice Areas

Estate Planning

Fundamental Estate Planning, Trust Administration, Estate Administration, Special Needs Trust, Asset Protection.

Tax Services

Personal & Corporate Tax Returns, Tax Audit & Advocacy Assistance, Quickbooks & Bookkeeping.

Business Law Firm

Business Formation, Succession Planning, Mergers & Aquisitions, Trademark & Advertising.

Key 2017 Tax Highlights

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3009 Douglas Blvd, Suite 100
Roseville, CA 95661
Phone: (916) 797-7436
Fax: (916) 797-3626
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