Since the 1960s, our firm has been advising our clients regarding ways to reduce their taxes and comply with IRS regulations. We strive to help our clients keep more of their wealth by designing tax-efficient strategies. You can learn more about tax preparation services offered through Parsons Accounting & Tax Services*.
Since many of our clients live in Silicon Valley and the surrounding San Francisco Bay Area, many have high incomes which limit how much they can contribute to retirement accounts. We offer tax-free income strategies as a retirement income alternative without IRS contribution limits. Furthermore, we advise many of our Silicon Valley tech clients on their ESPP’s and stock option plans.
*Tax preparation services are offered separately through Parsons Accounting & Tax Services, a non-affiliated company. Neither CWM, LLC nor Cetera Advisor Networks LLC provide tax advice or tax preparation services.