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About Us

Founded in 1992, we are a full service accounting firm dedicated to providing quality personalized financial guidance to local individuals and businesses. Our partners, each with over two decades of experience, and our staff, provide a breadth of knowledge and expertise in a wide range of areas including accounting, tax, audit and consulting.

Business & Personal Objectives:
  • to increase client profitability and wealth through effective tax planning and financial consulting
  • to provide quality and relevant services to achieve clients' business and personal financial goals
  • to maintain close client communications and enduring professional relationships and to earn the respect and trust of our clients
  • to maintain high levels of education and expertise in all areas of service

    Our Team

  • CPA/Attorney/Tax Advisor/Consultant
  • Practicing since 1983
  • Expertise in financial and tax planning and compliance for individuals, businesses, trusts and estates.
  • Extensive experience in business consulting, corporate transactions, financial planning, estate planning, tax controversy, litigation support services and financial reporting.
  • Expertise in a variety of areas including:
    - real estate
    - wholesale/retail
    - manufacturing
    - professional services

    Degrees Held:
  • Juris Doctorate, University of San Diego School of Law
  • Bachelor's Degree in Business Administration/Accounting, San Diego State University

    Professional Memberships:
  • California Society of Certified Public Accountants
  • American Association of Attorney-Certified Public Accountants    

  • CPA/Tax Advisor/Auditor/Consultant
  • Practicing since 1985
  • Areas of emphasis and expertise include corporate and individual tax planning, personal financial planning, estate planning, estate and trust taxation, closely held corporations, corporate transactions, state taxation, incentive and nonqualified stock option arrangements, financial reporting (i.e. audits, reviews and compilations)
  • Specialized industries include real estate development, law firms, high technology, non-profit/charitable organizations, manufacturing and wholesale distributorships.

    Degrees Held:
  • Masters of Science degree in Business Administration with emphasis in Taxation, San Diego State University
  • Bachelor's degree in Business Administration/Accounting, Biola University

    Professional Memberships:
  • California Society of Certified Public Accountants    

  • Over 30 years of public accounting experience.
  • Previously held CFO positions in the medical service, import/export and refuse removal industries
  • Areas of emphasis include business and personal financial planning, estate tax planning, tax planning for closely held businesses, construction industry/real estate tax and financial planning and mergers and acquisitions consulting.
  • Litigation support and expert witness experience in the areas of family law, lost compensation, business valuation, contract disputes and performance matters.

    Professional Memberships and Affiliations:
  • Former president and trustee of the California Certified Public Accountants Education Foundation
  • Assisted in creating the San Diego Chapter's Litigation Services Committee
  • Former Chairman of Accounting Principles and Auditing Standards Committee
  • Former Chairman of Management Advisory Services Committee
  • Former Council Member of the American Institute of Certified Public Accountant

    Degrees Held:
  • Bachelor's Degree in Business Administration/Accounting, Eastern Michigan University