We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services. Our experienced team of partners, managers, specialists, and support staff are able to offer a boutique level of personalized client service. Our clients tend to be high net worth individuals and/or company principals located on the US West Coast. We have particular experience in serving individuals who have both personal (family) needs as well as business entity needs. We are here to help our clients realize their potential, realize their legacy, realize their business goals, and realize peace of mind. To win a regatta, a rowing team must work collaboratively to steer and power the boat quickly and efficiently to the finish. Independently, each rower is powerful, but it takes a collective effort working in harmony to achieve the goal. Realize can provide the balance, precision, and expertise you need to reach your goals. You know where you want to go. Let us help you get there.