We pride ourselves as a business full of associates who can assist every customer to become better financially starting with getting current and previous year taxes (5 years max) in order to go forward. We also offer stating payroll services for up starting businesses. I enjoy assisting people in my community with extra funds during tax season and also thrive at the chance of being at the ground floor of a flurishing business and assisting with any Upgrades we can offer that make a big difference....

Small Moraga, CA firm in business since 2011 that provides top notch and detailed tax return plus financial statement preparation. Specialize in personalized service no matter how big or small the project. Tax accountant with 30 years of experience who is ready to assist clients in all areas of tax and accounting. Helping ease the minds of clients in regards to their tax situation.

Juliane Smith, Esq. is barred in California and Virginia. She is also barred in the federal Ninth Circuit Court of Appeals, as well as the District (trial) and Bankruptcy Courts for the Eastern District of Virginia.

We have been providing tax preparation and financial coaching for over 25 years. We help our clients create the financial life they want while teaching them how to maximize their tax deductions. We also teach our clients how to purchase homes,pay for college and plan for retirement on their terms. I love teaching people how to maximize their tax dedictions. We also help people learn how to ensuere they are maximizing their financial potenial as well.