Irvin Abrahamson & Co

Irvin Abrahamson & Co is an accountant in Palo Alto, CA, located at 438 Cambridge Ave #100. The firm serves Silicon Valley and the local community, offering tax preparation, tax planning, consulting services, small business consulting, financial planning, retirement planning, estate and trust planning, and charitable giving. It holds a rating of 1.00 based on customer reviews.

The firm describes itself as large enough to offer a full array of accounting, taxation, and consulting services, yet small enough to provide a personal touch. It is located near the California Avenue business district, one block west of El Camino Real on California Avenue, with free parking available. The team includes Lamberto D. Torres, CPA, CFP, Partner; Chris Torres, Staff Accountant; Yu-Chi Peng-Lee, EA, CPA, CFP; Mary Lau Leung, CPA; Ken Bhandary, Staff Accountant; Michelle Chan, Office Manager; Mark Torres, CFP, Staff Accountant; and Yiru Zeng, Staff Accountant. Memberships include the American Institute of Certified Public Accountants, the California Society of CPAs, and AccountantsWorld.

Financial planning uses a consultative approach, beginning with a discovery meeting to learn client goals, followed by strategy planning for short, intermediate, and long-term objectives. Retirement planning takes a long-term view of financial wellbeing, helping clients build an in-depth financial inventory to understand their current situation and develop a plan for life after work. Estate planning assists in drafting documents and reviewing situations with an estate planning attorney to ensure the estate benefits chosen people and charities. Tax planning aims to minimize taxes through prudent planning and foresight.

Irvin Abrahamson & Co has served the Palo Alto area for over 55 years.

Irvin Abrahamson & Co combines decades of experience in Palo Alto with a team of CPAs and CFPs to provide personalized financial and tax services.

The firm is situated on Cambridge Ave, about 0.1 miles from the Sun Flowers public artwork and the California Avenue Farmer's Market. It is also located near the Palo Alto Pathology clinic and the West El Camino Real main road.

BizScoreAI awarded the business a Schema & Structure score of 100 out of 100. This excellent rating confirms the website uses structured data and clear headings to help AI assistants and search engines understand the services offered. The business also received a Technical score of 81 out of 100. This strong result allows search engines to read the website without errors.