EDH Basecamp
Foothill
Advantage.
Serving the unique needs of Serrano, Blackstone, and Town Center businesses. We provide the strategic elevation required for El Dorado Hills' most successful families.
Estate Tax
Legacy Planning
Filing Peace
Summit Peak
Elevation in Every Detail
In El Dorado Hills, financial complexity is often the price of success. We help you minimize that cost with proactive advisory that looks beyond the next tax deadline.
Bespoke High-Net-Worth Case Studies
Multi-state Exposure Mitigation
Private Foundation & Philanthropic Tax Strategy
Conforming and Non-conforming Business Valuations
Strategic Coordinates
SET YOUR
COURSE.
Tax seasons don't have to be vertical climbs through unknown blizzards. Get linked in with active oversight from our Folsom advisors.
Secure Direct Line
(916) 941-5286Encrypted Inbox
info@mytrailhead.taxBook Your Discovery Call
Thirty minutes with Clay to talk about where you are and where you want to be. We work ahead of deadlines instead of reacting to them, so this is a conversation about the year in front of you, not just the return behind you.
30 minutes with Clay Welch, EA, MST. No sales script.
A straight answer on which tier fits, or whether you need us at all
A clear next step if it makes sense to work together