Our firm is a result of calls from the State Bar of California for innovation and integration of legal planning services with accounting and tax compliance services to improve the quality, effectiveness, and efficiency of these services, particularly through the use of modern technology. While our firm consultants include experienced attorneys, our firm provides strategic information and consulting only, working hand-in-hand with your select CPA to minimize your taxes and accomplish your goals. We are not a law firm or a CPA firm and do not provide legal or tax compliance services. Rather, we cover the full range of tax planning and tax compliance consulting and bridge the gap between attorneys and CPAs, helping ensure the best work for you at reduced costs. For more information, see the California State Bar Task Force on Access Through Innovation of Legal Services.