Andy Horwitt, CPA, has over 25 years of experience of tax compliance. He began his career as a forensic accountant in a law firm specialized in trusts.
Our associates are CPAs and former paralegals who also have deep backgrounds in trusts and estates.
Streamlined workflow for bulk returns make it easy for our professional fiduciary partners
We are a Northern California firm located in Sonoma County, Sacramento, and San Francisco. Most of our clients choose to work with us virtually, but your CPA is nearby if you prefer to work face-to-face.
Schedule a discovery call. Before we meet, we’ll ask you a few questions and request your most recent tax return. Our discovery call is our opportunity to learn about you and you to decide how we can help.
We’ll get to work preparing your returns. Use our easy online portal to send your information and documents. When finished, we’ll send you a secure link to view and sign your return.
Before and after your taxes are filed, you have questions. We’ll be available for support and guidance and year-end tax planning.
