Glick & Associates

San Francisco, United States

3.7

Open now

3 reviews

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Description

Specialties

Holistic tax consulting and compliance services for:

* Individuals

* Mid to Upper Level Executives

* Entrepreneurs

* All Types of Closely Held and/​or Family Owned Business

* Estates and Trusts

Taxes are the second highest expense for individuals or businesses which through proper planning can potentially be managed. Our motto is: How do you end up with the most money in your pocket at the end of the day?

We are not the cheapest option out there. We do however provide a great value for the services we provide.

Meet the Business Owner

Jeffrey G.

Business Owner

Professional Designations:

CPA licensed in both California and Colorado

Education:

Masters in Taxation — University of Denver

BS/​Accounting with Minor in Finance — University of Denver

Professional Involvement:

Chair: California Society of CPAs — Estate and Personal Financial Planning Industry Group

Interesting Fact:

Before becoming a father in September 2007 and again in March 2009, I was an adventure traveler — visited 7 countries on 3 continents over the last 4 years. Travels have included hiking the Inca Trail, cave exploring with bats in an underground river, watching a volcano explode from less than 5 miles away, self-​guided white water river rafting, powered hang gliding, and jumping from a 40 foot waterfall!