CPA Firm - Our mission is to provide the highest quality services, giving businesses and individuals clear, actionable information that helps them achieve their goals.
Attest Services: Our firm specializes in providing audit services to privately held companies. In addition to audits we also offer review and compilation services. Our Attest Services Department is peer-reviewed and has recieved the highest rating consistently since the peer-review process was introduced by the AICPA.
Taxation: Our Tax Department provides services to virtually all of our clients. We are experienced in the preparation of all income and transactions type returns. We prefer to offer our clients tax planning services in addition to compliance services. Our clients include large companies having revenues in excess of $100 million and smaller companies and startups with little or no revenue.
Since we specialize in providing services to businesses, their owners and investors, we excel at tax planning for multiple entity taxpayers. Our tax planning services are combined with other consulting services, resulting in our ability to analyze transactions or transactions under consideration from economics through taxes and ultimately to after tax cash to our clients' hands.
We find that the clients we serve best are companies generating revenues from one half million to $150 million annually. Generally these business are dynamic, either growing or divesting, have complex tax structures and "thin financial management" meaning they need additional bandwidth on their management team.
Our non-business owning investor clients tend to have substantial net worth and multiple investment activities such as rental properties, irrevocable trusts, managed portfolios, etc...
Here is a partial list of the industries we serve: Agriculture Construction Contractors Estate and Trusts Gaming Industry (Card Room Casinos) Manufacturers Non Profit Organizations Professional Services Real Estate Restaurants Retail Wholesale Distributors
one location in Vista, CA.
Social Clubs
1. Phi Kappa Theta Alumni Association.
Charities
Boys and Girls Club of Oceanside Church of St. Thomas More
College Degrees
BBA in Accounting from the University of San Diego in 1985.
Organizations
1.American Institute of CPAs 2.California Society of CPAs
