CPA Advisor Team

After analyzing thousands of personal and business tax returns for our clients, we often times communicate with their accountants for more intricate details. Years of relationship building, has made us a vital resource for CPA’s, CFO’s, and accountants. We have become a direct referral source for those advisors.

Jennifer Peschken

Jennifer Peschken


  • Time-Of-Death Value Analysis For Tax Planning Strategy
  • Official Broker Price Opinions For Divorce Settlements And Partnership Buy-Outs
  • Expedited Real Property Sales
  • Probate And Trust Real Estate Sales Expertise

Phone: (707) 293-8009

DRE # 01330271


Bodhi Kraus

Bodhi Kraus


  • Extensive Overall Financial Analysis For Clients
  • Long Term Financial Strategy
  • Short Term Financial Planning Options
  • Aggressive Client Retention
  • Vast Understanding of Personal and Corporate Analysis
  • Direct Communication with CPA, Attorneys, Financial Advisors and Consultants
  • Nights & Weekend Emergency Cell Phone Access

Phone: (707) 280-1007

NMLS # 69695 DRE # 00569036


Marcy Bravo Tang

Marcy Bravo Tang


  • Private Money To Cover Attorney Fees
  • Buy-Out Mortgage Analysis For Partner/Spouse Buy-Outs
  • Reverse Mortgage Options for Elderly – Trust-Will Clients
  • Monetary Strategy To Assist Bankruptcy Options
  • Access to All Conforming Products & Portfolio Programs for Non-Traditionl Clients
  • Stated Income & Bank Statement Programs
  • Home Equity Reallocation & Investment Strategy

Phone: (707) 303-1184

NMLS # 877758 DRE # 02088742


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