Certified public accountant in Los Gatos, CA (show on map)
CPA firm in Los Gatos, CA specializing in estate and trust accounting, estate tax planning, and individual tax services for clients with assets up to $50M+.
Diane F. Drake, C.P.A. has been providing trust, estate and individual tax/accounting services for over 27 years.
She completed her Bachelor of Science from UC Davis in 1984 and has 37 years of both public and industry accounting experience. Licensed as a CPA since 1990, she is also certified by the California Society of C.P.A.s in estate planning and is a long-standing member of the San Jose chapter of the California Society of C.P.A.s and the Santa Clara County Estate Planning Council. Since 1999, she has run her own practice serving clients ranging from very small estates to those with assets in excess of $50,000,000.
27+ years specializing in estate and trust accounting
Certified in estate planning by California Society of C.P.A.s
Member of Santa Clara County Estate Planning Council
Serves estates up to $50M+
Member of San Jose chapter of California Society of C.P.A.s
Services
Estate and Gift Tax Return Preparation
Preparation of estate and gift tax returns for clients with estates ranging from very small to $50M+.
Estate TaxGift TaxFiduciary Tax
Individual and Fiduciary Income Tax Preparation
Individual and estate tax planning and preparation services.
Individual TaxFiduciary Income TaxEstate Tax Planning
Individual and Estate Tax Planning
Ongoing tax planning for individuals and estates.
Estate PlanningTax StrategyWealth Management
Trust and Estate Accountings
Various trust administration and accounting services.
Certified in Estate Planning by California Society of C.P.A.s
Frequently Asked Questions
What services does Diane F. Drake, CPA offer? +
Services include estate and gift tax return preparation, individual and fiduciary income tax preparation, individual and estate tax planning, and trust and estate accountings.
What is Diane F. Drake's experience? +
She has a Bachelor of Science from UC Davis (1984), 37 years of public and industry accounting experience, and has been a licensed CPA since 1990. She is also certified by the California Society of C.P.A.s in estate planning.
What is the size of the client base? +
The client base ranges from those with very small estates to those with assets in excess of $50,000,000.
Where is the office located? +
The office is at 16185 Los Gatos Blvd., Suite #205, Los Gatos, CA 95032, in the Office Evolution business complex with free public parking available.
