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The Little Firm with Big Ideas
We work with clients on a one-on-one basis, creating a warm atmosphere that puts them at ease even during their highest times of stress. Our professional experience, our overt friendliness and caring attitude towards our clients makes working with us a unique occasion. Do not mistake our warmth for lack of knowledge, as we can offer you experienced advice in nearly every field of tax, finance and accounting.
We concentrate on taxation, college planning, retirement planning, business consulting, investment analysis (we do not sell financial products), estates and trusts, and personal financial planning. We prepare tax returns for almost every situation or entity and offer a wide range of tax services. We accommodate a wide variety of clients ranging from individuals to small and medium-sized businesses as well as provide support for other professionals.
Our Clients benefit from our thirty plus years of experience gained from previous positions. We refined our skills and acquired the necessary seasoning while working as a Chief Financial Officer for an International Company and a Controller for a Fortune 500 Company in the Private sector as well as varied experience in Public Accounting.
We strive to create a relationship that will cause each of our clients to view us as a trusted business adviser.
For more specific information regarding our services and our firm please visit our website or contact us directly at 949-495-7469 or Toll Free at 800-460-9557
I cannot say enough kind things about Betty, this has been an extremely difficult year for me. With Covid isolation and health concern I have had many...
As a small business owner, I was looking for a firm that would spend the time to show me the ropes when it comes to my taxes. Bob was actually highly...