Any business and investment decision you make will have tax consequences, which become burdens without the proper foresight. In today's complex world, tax planning in the areas of retirement, estates and trusts, and others, is becoming increasingly important to achieving your desired results.

BPM's professionals possess deep expertise in the tax law, so that we can minimize your tax liabilities and help you save. We employ an approach completely tailored to you and your family's needs. As your trusted advisor, we assess your situation in order to realize your goals and your ambitions. Our goals are very clear: to proactively help you develop tax strategies that ensure maximum cash flow, minimum liability, and compliance with ever-evolving tax laws.

News & Events


Kristie Carvalho, CPA
Managing Director, Tax
Greg Dresdow, CPA
Senior Consultant, Tax
Jim Fitzgerald, CPA
Managing Director, Tax
Ruby Padilla, CPA
Director, Tax
Alissia Pope, CPA
Managing Director, Tax
Rakhi P. Rao, CPA
Director, Tax
Javier Salinas, JD, MBA, LLM
Partner, International Tax
Donnie Stuart, EA
Director, Tax
Anna Su, CPA
Managing Director, Tax