Our Services Southern California’s Trusted CPA Firm

Business Tax Preparation

Tax preparation and planning, estate and trust planning and mitigation for individuals and businesses of all sizes

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Bookkeeping services

Bookkeeping Services

Full-service accounting from bookkeeping to more advanced services like compilations, and audits, management advisory

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Business support services

Business Support Services

Providing bookkeeping, payroll, paralegal services, investment advisory services, seminars and more

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QuickBooks ProAdvisor

Full-scope advisory services in all aspects of QuickBooks, including remote account management options

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25 Years of experience

It’s an approach that brings together the best of financial planning and the best of investment management.

2000

Total Clients Served

200

Combined Staff Experience +

1000000000

Appx. Client Dollars Saved

1700

Tax Returns Filed Per Year

Trusted CPA Firm in Southern California

“In 1985, when I started my accounting practice, I wanted to make sure of one thing – that each and every one of my customers was treated as someone special. With regard to taxes, that they pay the least amount of taxes legally possible. We see ourselves as advocates for the taxpayer and not simply technicians for the IRS.

In addition, we offer diverse services such as Quickbooks, investment and management advisory services, banking advice, retirement and trust planning, etc. Today, we still operate with that same mentality. That is, in part, what sets apart from other accounting firms.

We have offices in Pasadena and Monrovia, but our customers come from all over Los Angeles, Orange Counties, the Inland Empire and beyond.”

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Tax Strategies for the Rest of 2019

So, it’s been a few months since you wrapped up…

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