All The Right Services Built Around Relationships
We think that great client relationships are essential to an understanding of how best to utilize our services. Really getting to know our clients enables us to provide all the attention and care they deserve.
One size never fits all. Our customized approach enables us to provide efficient audit and assurance solutions based on your business size and industry. Clients rely on us to provide financial reports to make critical decisions among owners, potential investors, creditors and other stakeholders.
Financial Statements
Whether it’s audit, review, compilation or agreed-upon procedures, our hands-on collaboration with clients facilitates a clear understanding of the business operations and the daily complex issues. Our process provides a valuable opportunity to evaluate internal controls, identify issues that cost time and resources and connect stakeholders and funding sources.
Employee Benefit Plan Audits
Employee benefit plan audits are increasingly subject to scrutiny by the Department of Labor, Employee Benefits Security Administration, ERISA and the IRS. Think of us as a seamless link between employers and third-party administrators throughout the audit process to maintain compliance, while keeping you informed to mitigate risk.
From compliance with local, state and federal filing regulations to cost-saving tax planning strategies, our deep understanding of all things tax positions us to advise clients no matter how complex their unique situations.
Tax Planning & Return Preparation
Tax services for individuals, families and businesses have been our foundation for decades. But this involves so much more than entering numbers in a tax return. Our expert attention helps limit your tax liability and maximize after-tax cash flow, while navigating more complex considerations, such as investments, entity structuring or accounting method selection.
Tax Authority Examinations
We advise on simple to complex tax disputes, including representation of your personal or business interests. We encourage you to lean on us for an accurate and timely review of your tax situation, including proposed options to achieve the best possible outcome.
International Tax
Silicon Valley attracts foreign nationals and business entities with complex cross-border income and tax situations. We assist individuals, families and businesses with strategies designed to pursue their interests, while maintaining compliance with U.S. tax requirements for reporting income or revenue earned here and abroad.
Advisory services for individuals, families and businesses with the right combination of technical expertise and industry insights for more meaningful findings, conclusions and recommendations for client consideration and decision making.
For Businesses
Client Accounting Services
Our certified QuickBooks® ProAdvisors can help you automate your internal business functions for better efficiency and more informed decision-making. We provide support and solutions to keep your business running smoothly, including outsourced accounting services to maintain your back office and provide timely reporting.
Mergers & Acquisitions
Representing your interests during business transition or succession negotiations protects your tax exposure as a buyer or seller. We investigate and settle any accounting or operational issues to expedite a successful transaction – continuing through to valuing your business, performing due diligence activities and structuring successful deals.
Corporate Retirement Planning
Offering a retirement plan not only helps to protect future income, but serves as an important employee retention tool. We help businesses of all sizes in evaluating, designing and administering the most optimal tax-qualified retirement plans, including IRAs, SIMPLE plans, profit-sharing plans, and cash balance 401(k) plans.
Succession Planning
Business succession and continuation plans are concerns for any small business owner. It’s crucial to consider practical questions about your business and vision for succession. We know how to propose the best transition approach so you can begin to address important decisions around succession planning for the next stage of life and long term legacy.
For Individuals & Families
Family Office
Financial success requires more time to manage income, assets and debt on behalf of high net worth individuals, families and their business and investment entities. We streamline coordination of finances, including cash flow, bill pay and expense analysis, as well as payroll and tax filings. And in collaboration with our wealth management team, we can help you preserve wealth and identify philanthropic and legacy goals.
We offer honest advice and help clients navigate the complexities of investing in simple terms with a personalized financial roadmap tailored to individual client needs and goals.
Wealth Management
It all begins with a holistic approach that’s based on our review of the personal financial planning needs that are unique to you and your family. From there, we create a personalized financial roadmap for guidance toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.
Review our background on FINRA's BrokerCheck
Review our background on FINRA's BrokerCheck
Estate Planning
Our collaborative, thoughtful process helps us understand the intentions for your legacy. We work closely with legal experts to review your will and trust documents to support your expectations, estimate estate taxes and advise on gifting options. From estates to family limited partnerships and private foundations, we navigate the most complex wealth transfer strategies.
How Can We Help?
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42 West Campbell Avenue
Third Floor
Campbell, California 95008
Third Floor
Campbell, California 95008
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. David R. Davis, CPA/PFS – CA Insurance #0E01220. Byron Ishiwata, CPA – CA Insurance #0E32247. Elier Peraza, CFP® – CA Insurance #0K42603. Sam Cannon, CFP® – CA Insurance #OM31534. Laura Lin, CPA – CA Insurance # 4187051
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. David R. Davis, CPA/PFS – CA Insurance #0E01220. Byron Ishiwata, CPA – CA Insurance #0E32247. Elier Peraza, CFP® – CA Insurance #0K42603. Sam Cannon, CFP® – CA Insurance #OM31534. Laura Lin, CPA – CA Insurance # 4187051
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.
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