36 years of guiding California businesses and individuals
Enjoy the convenience of having your tax - estate planning - investment needs serviced all in one place!
As you browse this site you will discover a uniquely different kind of accounting firm.
True, I provide traditional accounting and tax services offered by most CPAs and firms. More importantly, I take a proactive approach in providing close, personalized service that is more results oriented than the average CPA firm.
Today, more than ever, you need a trusted advisor that goes beyond just the basics. When serving your business, tax and financial needs, I strive to identify key planning opportunities that minimize both your current and future taxes. We work with you in developing valuable alternatives in solving and exploring creative ideas that provide long-term benefits for your financial future. Our in-depth experience in tax & estate planning, financial planning and asset protection services set our firm apart from all others.