Tax Planning

Since 1970, our firm has been advising our clients regarding ways to reduce their taxes and complying with IRS regulations. We strive to help our clients keep more of their wealth by designing tax efficient strategies. You can learn more about Tax Preparation services offered through Pesta and Pesta Tax Preparation.

Since many of our clients live in Silicon Valley and the surrounding San Francisco Bay Area, many have high incomes which limit how much they can contribute to retirement accounts. We offer tax-free income strategies as a retirement income alternative without IRS contribution limits. Furthermore, we advise many of our Silicon Valley tech clients on their ESPP’s and stock option plans.