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Magnolia Group LLP

Forensic Accounting and Income Tax Services

Accountant in Los Altos, CA (show on map)

Magnolia Group LLP provides forensic accounting and income tax services in the Bay Area, with special expertise in family law forensic services.

Call (650) 559-8980
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Magnolia Group LLP website

About

Magnolia Group has been providing forensic accounting and income tax services in the Bay Area since 2005. Our founding partners and professional team bring a personal approach to complex financial issues.

The firm focuses on family law forensic services including separate property tracing, post-separation accountings, stock option allocations, retirement account allocations, and income available for spousal and child support. Note: The firm transitioned its tax practice to The Tate Group effective January 1, 2024.

Over 50 years combined experience among founders
Recognized by courts as forensic accounting experts in family law cases
Personal approach to complex financial issues
Bilingual staff (English/Spanish)
Founding partners personally handle accounts

Services

Family Law Forensic Services

Forensic accounting for family law disputes including divorce cases, working as experts for one or both parties or as court-appointed neutral experts.

Separate property tracing Post-separation accountings Stock option allocations Retirement account allocations Income for spousal/child support Marital standard of living analysis

Income Tax Services

Income tax planning and preparation services (transitioned to The Tate Group as of January 1, 2024).

Tax planning Tax preparation Stock option planning

Credentials & Certifications

Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)
California Society of Certified Public Accountants

Contact Magnolia Group LLP

Magnolia Group LLP
Category
Accountant
Wheelchair Accessible
Call (650) 559-8980

Opening Hours

Monday
08:30–17:30
Tuesday
08:30–17:30
Wednesday
08:30–17:30
Thursday
08:30–17:30
Friday
08:30–17:30

Location

Location of Magnolia Group LLP, 289 S San Antonio Rd Suite 201, Los Altos, CA 94022 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Magnolia Group LLP?

Reach out today to schedule a consultation.

(650) 559-8980

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