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Learn About Working with a Proactive Tax Advisor
Don’t Settle For Less
Local Accounting Services
Let us help you get your financial house in order. From devising tax-saving strategies, to discussing retirement plans, business and wealth succession strategies, and beyond, we’re here to help you reach your financial goals.
Tax Forms! We love ‘em! All kinds of tax forms, from 1040s to 5500s, and everything in between. If it’s a tax form, let us file it for you!
From help with your QuickBooks to analyzing your financials so you can make better business decisions, we’re here to help you get your books in order, and understand them too.
Tax Advising in the 21st Century –
Let’s Focus on the Future, Not the Past
Proactive Tax Advisor
Imagine knowing you’ve got a CPA on-call, year-round, to answer all your tax questions. Imagine fast, responsive service, deep, nuanced knowledge, and best of all, the guidance and support you need to implement the strategies we come up with. Now imagine all that for one fixed fee, never wondering “how much is all this going to cost me,” “why is my bill so much higher this year,” etc. The firm of the future is focused on you and your real-time tax needs, not stretching out an hourly bill to charge you as much as possible to simply report to the IRS what already happened.
How do we deliver such great results?
There are several keys to our success.
Meet your new cpa
About Ian Munc
I got into this crazy business about 12 years ago, and never looked back. I’ve been running my own practice for 4 years now, and absolutely love being able to put client’s needs first without worrying about what the bosses might say. I discovered shortly after starting my own firm that I have a super-nerdy love of Inventory Accounting as practiced by 280E-affected entities.
Outside of reading court cases and IRS Pronouncements about the application of 280E, I enjoy spending time at the Coast, under Redwoods, following creeks, and avoiding poison oak.
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proactive tax planning