Tax Planning & Services

Many financial events in your business and personal life can influence your tax position over a period of years. That’s why it’s so crucial to obtain expert advice on tax planning strategies available… [Read More]

Latest News

Supplemental Property Tax

Buying a home for the first time can be a very overwhelming process.  You finally close escrow and you think, wow we are finally done.  There are no more papers to sign, no more … [Read More...]

How to know it’s time to downsize your home?

Are you considering downsizing as you head into retirement? If you are aged 55 and older, there is a tax break you can qualify for in California that allows you to keep your … [Read More...]

IRS Announces 2018 Retirement Plan Contribution Limits

On October 19th the Internal Revenue Service (IRS) announced IRS 2018 Adjusted Retirement plan contribution limits inflation-adjusted figures for retirement account savings for … [Read More...]

Maria Arriola discusses the benefits of a financial statement review or audit

An audited financial statement is a financial statement that has been prepared in accordance with generally accepted accounting principles and has been audited by an independent … [Read More...]

Ed Lieber Explains - Our Focus is You
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