Our CPA partners bring years of expertise in tax planning, preparation, and financial reporting. They can help you optimize your tax strategies, manage deductions, and navigate complex tax laws to ensure your finances remain efficient and compliant, whether for personal or business purposes.

Keeping your financial records organized is essential, and we partner with bookkeepers and accountants who offer accurate, reliable services tailored to your needs. From managing daily transactions to preparing for audits, they ensure your financial data is always in order.

From drafting wills and creating trusts to navigating probate and estate administration, we partner with estate attorneys who are skilled in helping you protect your assets and plan for the future. They ensure your legacy is preserved and distributed according to your wishes while minimizing legal complications.

Whether you’re purchasing your first home, refinancing, or investing in real estate, our trusted mortgage lenders are here to help. They specialize in securing competitive rates, explaining loan options, and guiding you through the financing process with clarity and confidence.

Our network of experienced realtors understands the nuances of buying, selling, and investing in real estate. They offer market insights, negotiation expertise, and personalized strategies to ensure your real estate transactions are successful and stress-free.

Protecting your home, vehicles, and business assets is critical, and our association with P&C agents provide tailored insurance solutions to fit your lifestyle. Whether it’s homeowners’ insurance, auto coverage, or liability protection, they ensure you’re safeguarded against the unexpected.

Running a business requires strategic financial guidance, and our business banking partners offer services to support your growth. From managing cash flow to structuring loans for expansion, they provide the tools and insights to help your business thrive.

Whether you’re starting a new business, protecting intellectual property, or navigating contracts, we partner with business attorneys that are here to guide you. They provide legal expertise to help you mitigate risks, handle disputes, and make informed decisions that align with your goals.

As a born-and-raised local of South Lake Tahoe, I know how vital it is to support our local businesses to drive our small-town economy and maintain the tight-knit community we cherish. If there’s something you need—from contractors to childcare providers—feel free to ask, and I’ll gladly connect you with trusted professionals in the area.