So, it’s been a few months since you wrapped up…
It’s an approach that brings together the best of financial planning and the best of investment management.
Total Clients Served
Combined Staff Experience +
Appx. Client Dollars Saved
Tax Returns Filed Per Year
“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.”