Our Mission:

To assist businesses, organizations and individuals in measuring, controlling and managing their financial success.

Our goal is to position our clients to be able to quickly focus their attention on profit-focused decisions rather than routine accounting and tax matters. Our clients benefit from my professional experience and our assistance with establishing and maintaining organized financial and tax records. Financial information that is managed throughout the year can provide useful information for making decisions related to financial goals of a business, a nonprofit organization, an individual or a family.

The firm tailors its services to each client's specific needs. Our goal in serving business clients is to maximize their resources and to minimize their expenses by providing practical and efficient accounting, tax and audit services; services that are perceived as valuable rather than merely a cost of doing business.

Our purpose is serving individuals with complex tax issues, such as multi-state income tax, trusts, and estate taxes, is to assist them with minimizing their tax burden while controlling the destiny of their wealth.

Background:

  • Established in 1988
  • Office in Riverside, California

Professional affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California CPA Society (CSCPA)
  • Technology Group
  • Accounting software

Clients Served

  • Family-owned Businesses
  • Manufacturers
  • Service Providers Wholesalers
  • Growing / Established Businesses
  • Individuals
  • Privately Held Companies
  • Start-up Businesses / Entrepreneurs

Our Clients' Industries

  • Construction
  • Manufacturing
  • Nonprofit
  • Real Estate
  • Retail
  • Services
  • Wholesale
  • Law Firms

Services

  • Traditional Services: Accounting; Auditing; Bookkeeping; Corporate Income Taxes; Individual Income Taxes
  • Specialized Tax Services: Estate Tax Planning; Estate Tax Form Preparation; Charitable Giving Guidance; Litigation Support; Business Valuation
  • Specialized Audit Services: Nonprofit Organizations; Pension Plans
  • Business Services: Business Valuations; Controller Services; Employee Benefit Plan Administration

Fees

We will discuss each client's specific needs and tailor my services to meet the needs of the situation. Our goal is to provide value to clients at reasonable fees.

We customize a service plan to meet each client's particular requirements. Services range from traditional accounting, bookkeeping and tax services to business services such as business valuations, accounting software selection and training, controllership services, administration of employee benefit plans and more. Attest services, also known as audit, review and compilation services are provided to small and mid-size businesses and pension administration.

Our clients are typically located within 60 miles of the Riverside office.