50
Strategic
Fee-Only
Compliance
About The Financial Dream Team
A tax and financial planning firm based in the Silicon Valley and Sacramento, PROUDLY celebrating 50 years of service. We provide outstanding service to our clients because of our dedication to the three underlying principles of professionalism, quality, and responsiveness We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
Professionalism
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Quality
Our reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients in making informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We submit to the importance of continual professional education to improve our technical expertise, financial knowledge and service to our clients. Our high service marks and “raving fan” clients are the result of our commitment to excellence.
Responsiveness
Individuals and companies who choose our firm rely on competent advice, and, fast and accurate personnel. To this clientele, our trademark is wholistic financial services.
Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
