About Us

Who We Are

We are trusted entrepreneurs, CPAs, advisors and business consultants who believe in the value of integrity and long-term relationships. We specialize in serving individuals and closely-held businesses in Southern California.

What We Do

We collaborate with clients to help them successfully navigate through the changing economy and provide solutions for a better financial present and future. Our mission is to make a positive difference in the success of our clients.

Our Approach

We are accessible and dedicated. We take our work and our clients’ satisfaction personally. We are able to achieve this through outstanding client service delivered in a professional, proactive and consultative manner.

Below is a partial listing of our services. Please inquire about additional services should you have a specific request.

  • Individual tax planning, projections and preparation
  • Business tax planning and preparation (Corporation, S-Corporation, LLC, Partnership)
  • Estate and Gift tax return preparation
  • Trust tax return preparation
  • Sales tax return preparation
  • Tax controversy – IRS/FTB examination representation
  • Bookkeeping services
  • Financial statement preparation (compilation)
  • QuickBooks assistance and training
  • Start-up company planning and consulting
  • Income tax planning and structuring
  • Strategic business planning and consulting
  • Retirement consulting
  • Charitable planning
  • Estate planning
  • Educational planning
  • Stock option planning