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Some people dream of success. We make it happen.

OTHER SERVICES

WEALTH MANAGEMENT

 

By looking at the bigger picture and adopting a holistic approach we arrive at a wealth management model customized for each client.

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Wealth management includes: wealth enhancement; wealth transfer; wealth protection; and wealth share.

 

For example, some clients may have a significant portfolio, but are worried that their cash may run out.  A customized cash flow plan is just one of our services.

TAX

 

We have a great deal of experience working with entrepreneurs and their small businesses whether it is organized as a corporation, LLC, or self-employment income on a Schedule C

 

Tax includes:income tax; property tax; sales and use tax.

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Our rental property owner clients greatly appreciate the fact that we have a personal, in depth knowledge of their business.

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CONSULTING

 

Helping our clients with whatever complex 

challenges are facing them today, namely finding solutions, is just part of the course for us.

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We are eager to assist and rise to any occasion.  It doesn't matter whether it is a business development issue, a work flow issue, an inter-company accounting transaction, an international accounting transaction, a winddown and business closure, a personal financial situation, or any other challenge.  We like to think that we go above and beyond in order to help our clients.

Testimonials

"I have been using Robert Frank to handle my tax and accounting needs since I began my business in 2010. He has done an excellent job and has always been available to answer any questions I have had. He has also been very helpful providing insight on some of the best ways to handle my finances as well as assisting in some of my accounting practices."

Richard Carr, owner

Ringhammer Systems, San Mateo, CA

"Robert has been our trusted advisor for over a decade. He provides unbiased options and recommendations, and explains finance in terms we can understand. We know he keeps our best interests at heart, which gives us financial peace of mind. We have been happy clients since 2002 and now consider him a family friend."

Saji & Nicole H.

San Jose, CA

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