San Francisco Bay Area
Let's Discuss Your Client's Needs
We welcome the opportunity to collaborate with estate planning attorneys on sophisticated wealth transfer strategies. Schedule a complimentary consultation to explore how we can support your practice.
Request a Consultation
Complete the form below and we'll respond within one business day to schedule your complimentary consultation.
Contact Information
Reach out directly or schedule a time to discuss your client's wealth transfer needs.
"*" indicates required fields
Contact Information
Reach out directly or schedule a time to discuss your client's wealth transfer needs.
Office Location
Phone & Fax
Phone: (650) 751-1041
Phone: (650) 548-1120
Fax: (650) 636-9285
Mobile
Mobile: (650) 730-9848
Email
brian@sullivancocpa.com
We respond within 24 hours
Office Hours
Mon - Fri: 9:00 AM - 5:00 PM
Closed weekends and holidays
Service Areas
We serve estate planning attorneys and their high net worth clients throughout the San Francisco Bay Area, including:
What to Expect
Our consultation process is designed to understand your client's needs and determine how we can best support your estate planning objectives.
Initial Contact
Submit the consultation request form or call our office to discuss your client's needs.
Case Review
We review the situation and determine how we can best support your planning objectives.
Consultation Call
Schedule a complimentary consultation to discuss strategy options and our collaboration approach.
Engagement
If we're a good fit, we'll provide a detailed engagement letter and begin working together.
No-Obligation Consultation
Our initial consultation is complimentary with no obligation. We simply want to understand your needs and see if we're a good fit to work together.
Ready to Collaborate?
We look forward to supporting your estate planning practice with sophisticated technical expertise and collaborative partnership.