The Art of Careful Attention
Call: 415.397.1115
Welcome to Powers Equity & Powers Accountancy
Our two companies Powers Equity and Powers Accountancy are a very good solution to founders of closely-held enterprises, people of means and their advisors in need of a trusted resource. We optimize, problem solve and innovate in the areas of taxation, estate and trust planning and litigation support.
Our approach is complete, unique, and respectful of all concerned. Visit Lisa on LinkedIn or see the latest news on Lisa's blog Powers on Taxes.
Taxation
Excellent and intelligent tax advice which will hold up in the face of any challenge is hard to find. We define the optimal tax protocol for your business entities, and for you.
Estate & Trust Services
We specialize in Collaborative Estate Planning – a joint effort between the clients, the estate lawyer, and the Powers team.
The Family Office
Our original product The Equity Family Office™ unites the key disciplines of wealth management: asset review; income taxation; retirement; and estate & trust.