No investment minimums.
No commissions or products.
No hidden fees.
Financial Planning Services
Wealth Builder
Designed for tech professionals
$5,000+
Paid in monthly or quarterly installments
FIRE Planning
Tax Planning
Cashflow Planning
Stock Options & RSUs
Investment Management
Individual Tax Preparation
Includes quarterly meetings with
unlimited email support for one year
+ 0.50% AUM (optional)
Wealth Management
Designed for business owners
$10,000+
Paid in monthly or quarterly installments
Business Formation
Business Coaching
S-Corporation Payroll
Solo 401(k) Administration
Small Business Bookkeeping
Individual & Business Tax Preparation
Includes quarterly meetings with
unlimited email support for one year
+ 0.50% AUM (optional)
All fees are negotiable based on your financial situation
Hear what others have to say
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Brandon was attentive, professional and personable. Contacted us quickly and responded with clear and helpful answers. He completed our return quickly and answered all of our questions. Brandon is very... read more easy to work with and I highly recommend.
Elizabeth S.
3/23/2023I would recommend, Brandon for all your financial needs. He was professional & easy to work with. I will continue to use him in the future.
Robben M.
3/27/2023Brandon was very well versed in all the aspects of my tax return, and was super helpful in identifying mistakes in past returns as well.
He was a pleasure to... read more work with, as he was patient, thorough and attentive to detail.
I highly recommend his tax preparation services to everyone.Sergey Y.
4/20/2023 -
Brandon was recommended by a friend and I'm glad she did. The entire process with Brandon on my tax return was seamless from start to finish. Brandon is knowledgeable and... read more easy to work with. He was able to tell me what I needed to do on something I messed up on financial planning. I recommend him 100%!
Bren L.
3/18/2023Brandon was professional, reliable and responsive. He answered our questions patiently and went above and beyond by providing some targeted advice to help reduce our business costs. I'm glad to... read more have found a knowledgeable tax expert. I look forward to working with him for many years to come.
Amjith R.
3/14/2023Bottom line: Hire Brandon if you want a fast, easy, and affordable experience.
My partner and I have always filed our own taxes. Recently, CA made it a lot more... read more annoying and difficult to file as domestic partners, so we decided to hire someone to help. We found Brandon on Yelp and it has been such an easy, painless, and super affordable experience. He was even able to estimate what percentage of our joint return was due to me and what percentage was due to my partner. He is extremely knowledgeable about tax law and his communication is top tier - he always answered our questions either immediately or within an hour. His online portal makes it super easy to upload your documents and he does the rest. I would say we spent under an hour setting up Brandon with the info/docs he needed to complete everything.
I highly recommend Brandon!Briana D.
3/28/2023 -
Super easy to work with - very patient and answers all your questions so you are comfortable with the process. Highly recommend and looking forward to continue this long term... read more relationship!
Alexander V.
4/15/2023We have been working with Brandon to manage our financial and taxes. We are very pleased with the level and quality of help we have been receiving from Brandon. ... read more He did our taxes very quickly and helped us get all possible deductions in order to minimize our taxes.
On the financial planning side, we have been working with Amaral financial planning (in specific with Brandon) to set target goals for retirements and have made significant improvement in how we manage our finances. We are continuing to work with Amaral financial planning for the coming years. Some observations with working with Amaral financial planning is: Personal attention, very detailed, great customer care and responsive just to name a few.Sam H.
5/22/2023 -
So glad to have found Brandon to help me with my taxes since they have become a bit more complicated and I can no longer file them on my own.... read more Great communication and fast filing!
Jessica S.
5/04/2023Brandon made tax season seemed like a breeze. Worked through all my questions and made the process super easy. Thank you for all your expertise.
~Retuta familyElsa R.
5/08/2023Brandon was so great to work with. Efficient, friendly and professional - what more can you ask for? He came highly recommended by my financial planner and I'm so glad... read more I worked with Brandon this year on my taxes. I had been using HR Block for the past few years and found the process really frustrating and slow. In comparison, working with Brandon was a breeze and I highly recommend him.
Jessica D.
4/04/2023 -
I was looking for a new EA after my previous tax preparer had forgotten to file an important document for 4 years straight for my LLC. I found Brandon and... read more after reading other reviews I went ahead.
From the start, Brandon had excellent communication. He thoroughly answered all my questions and made the process very smooth with lots of online options. His questions he asked were ones my previous preparer never asked me, which impressed me and showed me his diligence. He always answered questions regardless of what time it was. My rather complex taxes were done in just a day.
If you are looking for a tax preparer that communicates and works to ensure his clients get their taxes filed correctly, Brandon is your go-to!M A.
9/13/2023Brandon is your guy for tax preparation! He saved us thousands of dollars and was prompt, responsive, and professional. He made the whole process an breeze, despite our somewhat complicated... read more tax situation. I 100% recommend Brandon to anyone seeking tax services!
Josh J.
3/16/2023 -
I am very grateful to have found Brandon when I was searching for a fiduciary/fee-only financial planner. Before finding Brandon, my family met with another financial planner who was recommended... read more through a workplace event (who was not a fiduciary, meaning she tried to sell us various products that may or may not have been in our financial best interest) and another fee-only financial planner who had much more expensive offerings.
What we have appreciated about Brandon is that he is great at answering all of our questions, patiently explains everything from investing to taxes to offering unbiased recommendations about various types of insurance (renter's, car, health) and how to make an estate plan. Being new to the Bay Area, we had tons of questions about taxes/RSUs and deeply appreciate Brandon giving us advice, in addition to filing our taxes as well. It is nice to have someone kind and reliable to help us wade through all these issues. Working with Brandon feels like having a great personal trainer for our money matters!Paloma R.
4/27/2023I had the pleasure of working with Brandon for my complicated tax situation, and I couldn't be happier with the service he provided. Moving states, multiple 1099s, several W-2s, and... read more intricate tax scenarios were no match for his expertise.
Brandon's responsiveness is truly remarkable. He was always quick to respond to my questions and concerns, ensuring that I felt supported throughout the entire process. What sets him apart is his dedication - he consistently followed up and checked in on my progress, which made me feel like more than just a client.
One thing that truly impressed me was his speed. Brandon wasted no time in filing my taxes upon submission, which gave me peace of mind and saved me from unnecessary stress. His knowledge of tax laws and regulations is top-notch, and he didn't just complete the forms; he also provided valuable suggestions that optimized my tax situation.
If you're in need of a CPA who can handle even the most complex tax scenarios with professionalism, efficiency, and a personal touch, Brandon is the one to trust. I can't recommend him enough!Steve G.
10/04/2023Brandon is a great financial advisor. I've worked with him for over a year. He understands RSUs and also can give guidance on broader financial goals such as buying a... read more home etc. on top of regular services you might expect such as doing taxes. He is very knowledgable and also very responsive - if you text him or email him he always replies very promptly. He is also good at keeping you accountable (a problem I have) making sure you follow through on the tasks that he's recommended you do. Overall would recommend working with him!
Jenny L.
6/27/2023 -
We have been working with Brandon for the last 2-3 years. We feel very lucky that we found Brandon!
Not only Brandon knows that these tax jurisdictions exist, but also... read more does he know how to maneuver through them should you ever run into a problem.
Same as others' comments, Brandon is very professional and knowledgeable. More importantly to us, we just feel good about working with him.
We will continue suggesting Brandon to our friends & family who may need helps on tax preparation and financial advices.Hailey K.
4/11/2023Brandon was wonderful to work with! Had my small business return completed in a few days! Fast, friendly, and thorough! I'll be recommending him to my family and friends, as... read more well as having him do my taxes next year!
Jessie M.
9/06/2023