Magnolia Group provides high quality tax planning and forensic accounting for high net worth individuals, with a focus on issues found in Silicon Valley, including stock options and real estate.

Income Tax Service

Income Tax Services

Magnolia Group provides income tax preparation and planning services for individuals and their related entities, including trusts, partnerships, LLC’s, closely-held corporations and private foundations. Today's tax environment is complex, and we help our clients maximize tax saving opportunities while ensuring compliance with the ever-changing rules and regulations.

We understand that your financial questions don’t occur only during tax season. You’ll have access to our senior partners, year-round.

Services include:

  • Income tax planning
  • Stock option planning
  • Income tax return preparation
  • Gift and estate tax preparation and planning
  • IRS and FTB representation
Family Tax Service

Family Law Forensic Services

During complex divorce cases, we’ll work with your attorney(s) to act as experts for one or both parties, or as joint/neutral experts for the Court. We are recognized by the courts as forensic accounting experts in family law cases and work closely with your lawyers and team of related professionals.

Services include:

  • Separate property tracing
  • Post-separation accountings
  • Stock option allocations
  • Retirement account allocations
  • Income available for spousal and child support
  • Marital standard of living

Contact Magnolia Group to discuss how we might be of service.