Tax preparation and advisory services for individuals, families, small businesses, and residential real estate investors.

Welcome to BigCity CPA, a boutique firm based in the beautiful Marina district of San Francisco, City by the Bay. 

There’s an old saying, “It’s not about how much you make, it’s about how much you keep”. My core objective is to maximize the money you keep, both today and over the long-term, while coloring within the lines to ensure your tax returns comply with the applicable laws. I strive to help make life in the big, complicated world of taxes more financially advantageous and less personally stressful. I believe in working with my clients proactively (during the year) versus reactively (tax filing season) to maximize tax saving opportunities and avoid those frustrating last-minute surprises on your tax returns (aka April showers). 

Ultimately, my goal is to provide insights and expertise that supports you with the information necessary to lead your personal and business tax lives to strong financial well-being.

Areas of Practice

PERSONAL TAXES

  • Preparation and e-filing of all Federal and State returns

  • Self-employment and maximizing deductions to reduce taxable income

  • Optimizing equity compensation (stock options, RSUs, ESPP)

  • Taking advantage of employee benefit programs, such as 401(k), FSA, HSA

  • Leveraging “Backdoor” Roth IRA opportunities

  • Annual tax projections and scenario modeling for potential life events

  • Note: Tax planning and strategery services are customized based on client needs and goals

SMALL BUSINESSES

  • Preparation and e-filing of Federal and State returns for LLCs taxed as:

    • S-Corporations (1120S), including Sch K-1 for shareholders

    • Partnerships (1065), including Sch K-1 for partners

    • Sole proprietorships (Sch C on 1040 personal return)

  • Advising on business entity selection/formation, and related filings

  • Financial statement preparation and reporting (including GAAP-compliant)

  • Maximizing depreciation deductions for vehicles and other assets

  • Annual tax projections and scenario modeling for potential business events

REAL ESTATE INVESTORS

  • Preparation and e-filing of all Federal and State returns

  • Advising on Year 1 setup for new property: building vs land allocation, depreciation schedules, loan cost amortization, property expenses, etc

  • Maximizing deductions to offset rental income and eliminate taxes

  • Conversion of primary residence to rental property or vice-versa

  • Selling rental property and 1031 exchange considerations

  • Strategic planning to shelter taxes and build wealth over the long-term

  • Note: As a long-time investor, I relate first-hand to the rewards and risks of real estate and offer tax advice thru the lens of my own experience

“In America, there are two tax systems. One for the informed and one for the uninformed….. Both are legal.”

– Judge Learned Hand, U.S. Appeals Court

How may I be of service?

I offer a free 30 minute introductory meeting for new clients, either over the phone or video session via Zoom or Teams. I’m also happy to perform a complimentary review of your prior year tax returns!