Upscale Tax Professionals

Upscale Tax Professionals is a multi-disciplinary tax and advisory firm that combines tax preparation, tax law, financial strategy, compliance and long-term wealth planning. Its core offerings include personal tax advisory and filing, executive tax filing and compliance, and IRS resolution and asset protection, with related work in strategic tax planning, fractional CFO services, life and health insurance, and estate planning. The firm serves individuals, families and business owners.

Clients reach the office by phone or through a private consultation request on the website, and a client relationship begins only once a signed engagement agreement is in place. The office is at 248 3rd Street in Oakland, and the firm is not a law firm and does not give legal advice.