For more than fifteen years we have been a trusted provider of accounting and consulting solutions for a nationwide client base, and a few international ones as well. We serve individuals and organizations across a variety of industries. We specialize in all areas of tax compliance, reporting, and planning. We are a serious team of professionals, who try not to take ourselves too seriously.
We know that taxes and other financial matters can be intimidating. We strive to provide personalized professional services to our family of clients. It is our goal to keep you from stressing about the small stuff and let us take the burden. We are “focused on what counts,” so our clients can focus on other things. Our first priority is helping our clients comply with what may seem like a daunting collection of rules and regulations.
We offer a variety of financial services, specializing in small businesses. We know that most business owners need to spend their time running their business, not balancing the books. Many of our clients are local businesses and people right here in our neighborhood. We try to be good neighbors and help them out in any way we can.
We do not endeavor to be the cheapest accountant around, nor do we try to be the lowest cost solution. We pride ourselves on providing quality service, professional expertise, and peace of mind, and we charge a fair price for it. Our highly skilled team of experts is ready to help you with your personal or business needs. We want to take the time to get to know you so that we can personalize our services to your specific needs. Our success depends upon your success.
Meet the Founders
Julie has been a licensed CPA in California for over twenty-five years. Julie holds a Bachelor’s Degree, in Accounting from California State University, and Long Beach. She also holds a Master’s in Business Taxation as well as a Master’s in Business Administration, and has completed her Doctoral Studies in Philosophy.
Patrick has been a licensed CPA in California for over ten years. He holds a Bachelor’s Degree, in Accounting from California State University, Long Beach. He also has a Juris Doctorate from Abraham Lincoln University of Law.