White Glove Tax Planning
I offer one time consultations and year-round tax and financial strategy services.
Wealth Retention tax strategist
Create a tax plan to ensure you are taking advantage of all available strategies to reduce your tax bill.
Identify errors and opportunities in previous tax filings.
Estimate the tax liability on real estate/stock sales.
Figure out if you are on track to owe or get a refund.
Determine if you should update your W-4 withholdings or make estimated tax payments.
Respond to IRS and state notices.
Tax optimize insurance, retirement, and estate planning decisions.
hi there,
I'm Arash
I’m an Enrolled Agent with a Master’s of Science in Taxation and 20 years of diverse experience in tax and personal finance.
My goal is to help you understand the tax impact of all your financial decisions and to make sure you know your options for reducing your tax liability.
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Get to know the Services
Personalized Tax Strategies for Every Stage of Life
How I Cater to Clients
Specialized knowledge of Tax/financial Firm practices
I worked for the Treasury Department and over a dozen different tax and financial firms. This experience taught me the best and worst practices of financial/tax firms. I will help you cut through the noise and focus on what matters most.
As a Certified Fraud Examiner with a decade of experience as a financial investigator, I’m focused on protecting you from financial mistakes and ensuring you know your risk mitigation options.
Personalized strategies
I don’t offer one-size-fits-all advice. Each client has a different financial story, and I tailor my services to fit your individual needs.