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Modern strategy, retro service. Maybe you need a second opinion or some fresh planning ideas. Maybe you just want to talk over the best course of action, or get some reassurance that you're on the right track. Maybe you need a new tax pro. I’m an expert in tax and accounting, communication, training and learning, and small business. I can help. Give me a call! California CPA, master’s in tax, specializing in entrepreneurs and their businesses, investors, key employees, families, and retirees. I'm known for being a good explainer.