Logo and website for a well established tax firm that is changing names

Contabilidad y finanzas

Our practice features tax planning and consulting services needed by individuals with complex financial profiles. We focus in helping our clients navigate the complexities of the internal revenue code as it relates to their financial assets and investments. With experience in both domestic and international tax laws, we provide holistic individual services and can advise on a broad range of issues not limited to the following: stock options, rental properties, charitable giving, and reporting of foreign assets. In addition, we advise on more complicated issues such as qualified small business stock (QSBS), Like-Kind exchanges (Section 1031), and much more. Finally, we strive to work with our client’s financial advisors, attorneys, and other fiduciaries to facilitate integrated financial strategies in the best interest of our clients.

We are trying to avoid the "cookie cutter" look many tax firm websites have. Our clientele are mostly google, tesla, apple and other tech firm employees and when they see a template website, they know it. We really want to stress that we are tech specific.

I'd really like to see some Silicon Valley or SF city views to show we are local to the Bay Area. Beyond that, I do not have a creative eye, but when I see something I like, I'll know it.