MEDIA /
FAST FACTS
LOCATIONS
- Redwood City, CA (Headquarters)
- San Francisco, CA
- San Jose, CA
- Walnut Creek, CA
- 700 other Global Locations via HLB International*
*HLB is a global network of independent professional services firms with offices in over 160 countries and jurisdictions.
EXPERTISE
Tax and Advisory
- Tax for High-Net-Worth Families and Individuals
- Tax for Emerging Wealth Individuals
- Trust, Estate, and Gift Tax
- Privately Held Businesses (U.S. and International Tax)
- Real Estate Entities
- Private Foundations and Non-Profit Organizations
Audit and Assurance
- Privately Held Businesses
- Family Offices
- Real Estate Entities
- Private Foundations and Non-Profit Organizations
Family Office
- Bill Pay, Budget Creation, and Cash Management
- Payroll and HR Administration
- Partnership, Small Business, and Private Foundation Accounting
- Trust and Estate Planning
- Real Estate
- Insurance Reviews and Risk Management
- Internal Controls and Special Projects
Litigation Support for Family Law Matters
SECTORS SERVED
- Family Offices
- Financial Services (RIAs, Broker-Dealers, Investment Funds, Funds of Funds)
- Hospitality
- Import / Export
- Insurance
- Life Sciences
- Manufacturing and Distribution
- Private Foundations
- Professional Services
- Public Charities and Other Non-Profits
- Real Estate and Construction
- Retail and Consumer Goods
- Retirement and Pension Plans
- Technology
- Wholesale
RECOGNITIONS
- Best of the Best Accounting Firms in the USA, INSIDE Public Accounting (14 years and counting)
- Top 100 Firm, INSIDE Public Accounting (18 years and counting)
- Top 100 Firm, Accounting Today (16 years and counting)
- Best Places to Work, San Francisco Business Times and Silicon Valley Business Journal (2023, 2022, 2021, 2020, and 2017)