We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles


John Lazar

Our professional staff is led by John Lazar. Since 1981 Mr. Lazar has assisted Bay Area families manage their most important Tax and Estate planning decisions. As an experienced Tax Professional, he has guided many to avoid common pitfalls in their future planning using proven techniques to minimize tax liabilities.

John received his MS Degree from the University of Southern California in Business Management, and earned an MBA in Accounting from the University of Rochester. He completed his Undergraduate studies in Economics from Case Western Reserve University, and possesses a Certified Public Accountant designation from the State of New York.


Helen Kennedy – Lazar

Helen is a Tax Consultant in Benicia. As co-founder of Tax Advice, Inc. Helen helped to expand the business to a successful tax planning and preparation service.

Helen graduated from Southern University with a BA in Economics and a minor in Accounting. She received her MBA from San Francisco State University.