• T.B.
      Investor, Santa Monica, California
    "Saved me almost $750,000 in taxes"

    In 2014 I wanted to sell my duplex in Santa Monica to free up cash and enjoy my retirement. However, when Steven explained to me that because I owned my duplex for many years and had fully depreciated it, my taxes would be in excess of $750,000 if I sold it. There was no way I wanted to pay this and was amazed when he brought to my attention a new and legal tax strategy that saved me most all of my tax liability. To this date I thank him for the best vacation of my life.

  • T.A.
      Realtor, Long Beach, California
    "Saved me thousands every year"

    I can not express my gratitude enough. You have saved me thousands, tens of thousands of tax dollars over the past 10 years. Your knowledge of my profession as a Realtor has really given me a way to better run my business and make more money. In fact, your recommendation in 2013 to change my business structure form a Sole Proprietor to and S-Cop saved my at least 12,500 each year going forward.

    Steven has always been available for questions and his professionalism is excellent.

  • J.D.
      Business Owner, Redondo Beach, California
    "Instrumental to my success"

    I would like to take this opportunity to thank you for guiding me and my businesses since 2001. Your suggestions for saving taxes and running my business more efficiently has been instrumental to my success. I can think of one time he called me up and told me our merchant processor was not paying us correctly. Within a week we had $10,000 of new money. He recommendations are well thought out and he communicates them in a way that is easily understandable.