Blue Sphere Tax

Blue Sphere Tax, Inc. is a tax advisory firm whose small team combines specialized expertise with a personal, client-centered approach. The firm serves individuals, families, closely held businesses, and clients with estate and trust needs, including U.

S. expatriates and foreign nationals. Its services include tax planning and preparation, estate and trust planning, charitable giving and planning, and cross-border taxation.

Blue Sphere Tax emphasizes proactive strategies and precise tax preparation, staying attentive to changes in tax law and their potential effects on clients’ financial situations. The firm also focuses on preserving wealth, protecting legacies, and helping clients plan charitable contributions for greater impact. Collaboration is central to its service model: the team works to build strong client relationships and coordinate with clients’ financial professionals.

Support is available throughout the year by phone or email, rather than only during tax season. Blue Sphere Tax is based in Walnut Creek, California, with an administrative office in Sun City, Arizona, and serves clients by appointment