Mission & Vision

To assist clients in achieving their overall financial goals through a long term trusting relationship and team approach with other advisors. Our responsibility is to provide appropriate, sound and prudent tax, business and financial advice and service. Our philosophy is that we cannot change the past, but with proper planning, we can influence the future and hence reduce your tax liabilities and improve your overall business and financial situation. We believe in the value of a relationship. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Client Profile

We provide services to a wide variety of businesses, individuals and start-up companies that wish to improve their tax, business and financial situations. Our clientele is composed of moderate to high net worth individuals of all ages and geographic locations in a variety of occupations and industries including, entertainers, real estate, executives, physicians, dentists, entrepreneurs and professionals of many fields. Entities include but are not limited to, proprietorships, partnerships, corporations (C & S), limited liability companies, limited liability partnerships, estates, trusts and non-profits organizations.

Free Consultation and Tax Review

We offer a complimentary initial consultation session to our first time clients. During this meeting, we will review your income tax returns from previous years as well as current year’s financial situation to advice you on what we can do to reduce your tax liabilities and accomplish your overall financial goals. Also, we will answer your tax, business, and financial questions.

Experience

Our firm has over seventeen years of diversified public accounting experience. Our personnel complete at least forty hours of Continuing Professional Education per year. We are a member of the California Society of Certified Public Accountants, the National Association of Realtors, California Association of Realtors and the Beverly Hills/Greater Los Angeles Association of Realtors. We utilize our expertise as well as education to provide the best service to you, our valued client. Our agenda is to use our training as well as accumulated experience and knowledge to meet your tax and financial goals.