We are subject matter experts. We keep abreast of trends and changes in accounting, tax law, and financial management through professional education & monitoring current events & official announcements. Our internal systems ensure that we deliver quality work products. We believe in the value of relationships. Every client relationship is a partnership, and our success is a result of your success. All associates take pride in giving you the personal assistance that comes from years of advanced training, technical experience, customer service, and financial acumen. Our firm offers a wide range of services to individuals and businesses. Because our firm is relatively small, you benefit by getting personalized, quality service.
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More Business Info

We believe in the value of creating relationships with our clients.

Business History
The strength of our professional services firm lies in the caliber of personnel who offer expert advice and service to clients. We are subject matter experts. We keep abreast of trends and changes in accounting, tax law, and financial management through professional education & monitoring current events & official announcements. Our internal systems ensure that we deliver quality work products. CPA's perform tax and consultation. We teach each client with dignity and respect. We listen attentively to goals, issues, and concerns. We tailor engagements to address near term requirements and work collaboratively toward long term goals. We pride ourselves in delivering services on schedule and within budget. Our relationships with clients extend beyond financial recordkeeping and reporting. We genuinely care about well-being and work diligently towards their success. Our hard work and responsiveness contribute to a stellar reputation in the communities we serve.
Hours
Regular Hours
Mon - Fri:
Services/Products
Tax Planning & Preparation: Individuals; Corporations; LLC's/LLP's; Trusts; Estates. Complex Issues with Rentals, Business, and K-1's. Assistance with Tax Notices, the IRS, and the FTB. Tax Effects; Foreclosures; Short Sales; Cancellation of Debt (1031) COD 1099; Like Kind Exchanges; Planning for Bankruptcy; Retirement/IRA's; Inheritance; Entity Choice/Comparison
Brands
Estate
Neighborhood
Eastside
Accreditation

Master of Science Economics

Certified Public Accountant

Social Links
Categories
Estate Planning, Probate, & Living Trusts, Accountants-Certified Public, Accounting Services, Divorce Assistance, Financial Services, Tax Return Preparation, Taxes-Consultants & Representatives
Other Information

Certifications: Certified General Accountants, Certified Public Accountants

Specialties: Stocks, Real Estate