Business Details
We are a highly specialized CPA firm providing tax services, business and management consulting, and trust and estate planning for small to mid-sized companies, business owners, and high net worth individuals. We have a long history of operational experience, with our founder, Sandy Magid, having started his career as an audit and tax specialist with a national CPA firm. Our team provides individualized attention and customized strategies to help achieve positive results. We serve clients in various industries, including medical and dental professionals, biotech industry, real estate, retailers, distributors, restaurants, manufacturers, and professional service firms. Our professionals are committed to helping clients achieve their financial goals and aspirations. We provide services during one's life stages of wealth accumulation, wealth preservation, and legacy planning.
Our goal is to proactively assist clients in a holistic manner on business and personal planning, including goal setting, tax, retirement, estate, and trust services. We are dedicated to providing exceptional service and building long-term relationships with our clients. Our team is experienced in serving clients in Marin, Sonoma, and Solano Counties, Wine Country, and the greater San Francisco Bay Area. We are proud of our reputation for being committed, capable, and caring. We strive to make a positive impact on our clients' financial lives. Our team is passionate about delivering exceptional results and exceeding client expectations. We believe in the importance of ongoing education and professional development, ensuring our team stays up-to-date on the latest industry trends and best practices.
Our goal is to proactively assist clients in a holistic manner on business and personal planning, including goal setting, tax, retirement, estate, and trust services. We are dedicated to providing exceptional service and building long-term relationships with our clients. Our team is experienced in serving clients in Marin, Sonoma, and Solano Counties, Wine Country, and the greater San Francisco Bay Area. We are proud of our reputation for being committed, capable, and caring. We strive to make a positive impact on our clients' financial lives. Our team is passionate about delivering exceptional results and exceeding client expectations. We believe in the importance of ongoing education and professional development, ensuring our team stays up-to-date on the latest industry trends and best practices.
Highlights and features
- We offer customized strategies to achieve positive results.
- Our team provides individualized attention to each client.
- We have a long history of operational experience in various industries.
- We are committed to helping clients achieve their financial goals.
- Our professionals are dedicated to delivering exceptional service.
Services
Tax Services
We provide tax services to individuals and businesses, including tax planning and preparation. Our team is experienced in serving clients in various industries. We help clients achieve their financial goals through tax savings and compliance.
Wealth Management
We offer wealth management services to help clients achieve their financial goals and aspirations. Our team provides customized strategies and individualized attention. We assist clients in wealth accumulation, preservation, and legacy planning.
Business Consulting
We provide business consulting services to small to mid-sized companies and business owners. Our team is experienced in serving clients in various industries. We help clients achieve their business goals through customized strategies and individualized attention.
Estate Planning
We offer estate planning services to help clients achieve their legacy goals and aspirations. Our team provides customized strategies and individualized attention. We assist clients in wealth transfer and preservation.
Trust Services
We provide trust services to help clients achieve their financial goals and aspirations. Our team is experienced in serving clients in various industries. We assist clients in trust planning and administration.