Languages Spoken: English

We are a team of highly accomplished, professional accountants, assembled to provide full service personal and business accounting. Our experienced team of partners, managers, specialists, and support staff are able to offer a boutique level of personalization and 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 corporate business entities.


Tracy Hom

A Message from Tracy Hom, Managing Partner

Realize High Performance Tax Advisors has a long standing commitment to collaboration, with each other and our clients. Realize High Performance Tax Advisors is action-orientated and embodies high standards and values that match our clients perfectly. We help our clients realize their potential, realize their legacy, realize their business goals and realize peace of mind. Our professionals advise and are expert in; Estate, Gift and Trusts, Wealth Management, Family Office Service, including Venture Capitalists/Private Equity Principals, and High Net-Worth Families and Business Service Industries including; Venture Capital, Technology, Not-For-Profit, Real Estate, and Bankruptcy.

Contact Us

Languages Spoken: English

Realize CPA, LLP

220 Jackson Street, Floor 2
San Francisco, CA 94111-4717

http://www.realizecpa.com

+1 415 362 5990

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Primary Contact
Brian Fischer Photo

Brian Fischer

Senior Operations Manager

Firm Locations

Primary Location

220 Jackson Street, Floor 2
San Francisco, CA 94111-4717, United States


info@realizecpa.com
+1 415 362 5990

Palo Alto, CA, United States

228 Hamilton Ave Fl 3
Palo Alto, CA 94301-2583, United States

+1 650 838 0499

Thought Leadership by Realize CPA, LLP