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What we do

We assist clients through the loss of a loved one using our knowledge of tax law and California probate accounting, as well as our professional and personal experience

Tax

Navigating the tax world on your behalf, so you can focus on what is most important.

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Court Accounting

Twenty years of experience in preparing California Probate Court ready accounting for Estates and Trusts.

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WHO WE SERVE

Life's better when your needs are understood

Trustees & Executors

Professional Fiduciaries

Estate Planning Attorneys

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How you can prioritize your employees' mental health

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finance edge

From the firm: The importance of authenticity

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The customer experience economy

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A Tale of Two Strategies: Authentic Storytelling vs. Obvious Marketing

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Navigating burnout: Strategies for a healthier you

Navigating burnout is a process. Here's what to look for and how to keep burnout from getting the best of you.

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12 ways to incorporate the human touch in AI

Use these strategies to keep the human touch with AI by balancing the technology with the personalized, human-centric approaches that only you and you...

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A small business guide to surviving supply chain disruptions

With the right strategies, your small business can survive a supply chain disruption and emerge stronger than ever. Here are 10 tips to help.

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