WE BUILT THE FIRM WE WISH WE HAD AS INVESTORS.
CB TG is a boutique tax practice with roots in San Francisco and New York. We have deep experience serving individuals and small-business clients. We provide proactive tax consulting and tax compliance, with the kind of hands-on support that makes things feel clear, calm, and handled.
We work with a select group of clients because we like to truly show up. We hand hold when you need it, we stay ahead of issues before they become problems, and we help you protect your time so you can focus on your family, your interests, and your career.
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To be frank—we're not here to just process paperwork or file standard returns. So if you're looking for a hands-off, automated volume firm, that’s not us.
We’re here to provide the kind of curated, hand-held support that protects, optimizes, and evolves your wealth—giving you the freedom to focus entirely on your family, your interests, and your career.
Make no mistake: this is how a legacy is built. One proactive strategy. One not-playing-it-safe financial move. One iron-clad proof point that your global vision isn't for a standard firm. It’s for a partner who understands the high stakes of your success.
We’re ready when you are. Shall we begin?
THE GLOBAL EXPAT: U.S. citizens living abroad navigating complex foreign compliance and double taxation mitigation.
THE HNW INVESTOR: Households with diversified portfolios and pass-through funds requiring proactive, high-level strategy.
THE STARTUP FOUNDER: Entrepreneurs needing expert guidance on entity structures, stock options, and QSBS tax planning.
THE RISING PROFESSIONAL: Employees at fast-track companies navigating first-time wealth and complex company stock equity.
THE FOREIGN NATIONAL: Non-residents moving into or investing in the U.S. who need domestic tax structuring.
A FEW OF OUR CLIENTS
I truly value our partnership, and I trust Alva and her team to provide thoughtful, integrated advice. I highly recommend them to anyone seeking knowledgeable and collaborative tax advisors.
Parker O'SULLIVAN
SVP, Wealth Manager
