It’s Your Future: Build a Financial Picture That Fits Your Goals
Cookie cutter financial plans are not always bad, they’re just not tailored to your needs. We like to focus on the tailoring. Contact an advisor to experience the difference.
What We Do
Taxation
Prep, Resolution, and Compliance for Individuals & Entities
Accounting
Tax, Crypto, and Financial Accounting
Financial Planning
A Wholistic Approach
Investing
Investment Coaching with Economic Climate Considerations
Business Advisory
Assisting LLCs, Partnerships, Corporations and Sole Proprietors
Estate Planning
Revocable Living Trusts and Related Techniques for Asset Protection
Wealth Mgmt
Assistance with Managing Significant Assets with Generational Considerations
Retirement
Cash Flow & LifeStyle Planning / Management
The Financial Dream Team, USA, LLC
Recent Articles
- Beware of UBIT Lurking in Your IRA—It Causes Double Taxes February 18, 2025
- Almost the Last Chance to Claim the 2021 Employee Retention Credit! February 11, 2025
- Inherited IRAs: Critical IRS Updates for 2025 February 7, 2025
- Tax-Free Home Sale: When and Why You Need to Report to the IRS February 4, 2025
- Missed an Estimated Tax Payment—Now What? January 29, 2025
Article Search
Enjoy
the ride.
Company
Services
- Tax Resolution
- Tax Preparation
- Accounting
- Financial Planning
- Estate Planning
- Entity Formation
- Investment Coaching
Locations
Silicon Valley
84 W. Santa Clara St., Ste 700
San Jose, CA
Sacramento
Appointment Only
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Copyright All rights Reserved. Financial Dream Team, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Financial Dream Team, USA, LLC is a registered business in Califronia. Provided content is for informational purposes only.