Based in San Diego County, Friedman Brannen was founded to better serve clients with large and complex estates. Our Certified Public Accountants are recognized as innovators in large estate and family asset planning. We impact generations and help save millions with far-reaching approaches that keep assets in the family and minimize taxes.

Our services range from income tax planning and preparation to lifetime estate planning and estate tax compliance.

We provide expertise in estate and gift taxes, valuation, and charitable giving. Our methods may include family limited partnerships, buy-sell agreements for businesses, generation-skipping trusts, and cooperative planning with children. Our tax professionals also work closely with other trusted advisors, such as estate planning attorneys and wealth managers.