Advise RE is absolutely the best CPA/Tax Consultancy out there! I needed to find a savvy firm that is well versed in Real Estate investments (as I own in multiple states), several entities, investments/stocks & businesses. Their team is as knowledgeable as it gets with all the latest Tax laws in California (as well as other states & internationally), the owner Stephen & his partners have multiple certifications and have been able to answer all my questions. They are efficient in finishing your taxes in the time frame they promise. My clients who own multi-million dollar businesses also have had great experiences in over the last decade. Also it is most recommended for those looking for organized tax planning quarterly. Think of them not just as a CPA firm you speak to once a year, but as your financial partner. I highly recommend them!

Working with Diana, and the rest of the AdviseRE team, has been an absolutely wonderful experience. I have no regrets with switching to their firm from my previous CPA firm, and would definitely recommend working with her and her team! I am an investor by profession and invest across a few different asset classes, so my tax needs are a bit more complicated than average. Beyond having someone (Diana) that is very knowledgeable and incredibly responsive, I really value someone that is strategic in their thought process and can educate me through complicated scenario planning and analysis. It’s very comforting knowing I have Diana as a trusted advisor, not just for taxes, but for general business advice as well. She has become an integral part of a team of advisors I heavily rely on!

I have been working with Stephen for the past 2 years and I only wish I found him earlier! Stephen and his team have helped me with all my personal and business taxes. Unlike other accountants that only file taxes, Stephen gives great tax advice and strategies. His firm knows what it takes to run and scale a business, which really has helped me. If you are looking for a CPA that knows about the latest tax strategies and how it can be applied to your personal/business taxes then Stephen can't be beat.

I first started working with Morris on 1099 freelance taxes. They helped organize and understand all the applicable deductions and write offs that coincide with doing your taxes. Then when I started my own LLC business with my business partner Morris help us get off the ground, managing our books and making sure we had all the proper tax registration and forms in order. Highly recommend working with their team for personal or business tax reasons.

My wife and I each run our own small business, and we have been happily working with Stephen and his team for over 5 years - with services ranging from tax preparation to part time “CFO”-esque responsibilities when needed. Stephen knows his stuff, and has always struck an amazing balance between being friendly and personable in helping wrap our heads around myriad complex financial topics, while also being willing to be blunt and candid when it comes down to helping to make the right decisions for our businesses. Stephen is clearly a talented tax/finance professional, but even more importantly he’s a great guy who you can count on to look out for your best interests and help maximize your opportunity for success. Whether your finance/tax needs are personal or professional, I couldn’t recommend Stephen and his team highly enough!