Our clients include urban professionals with jobs in the hi-tech field, professionals in the trades, small business owners, individuals who are retired, clients who now live out-of-state, and even a few who manage to live out of the country.
We have clients who are doing well financially, make the right financial decisions, and want to partner with a firm that has high professional standards, delivers good value in the services it provides.
We also have clients who retain us to help solve tax problems up to and including IRS or state audits, levy, or more serious enforcement action.
The important message that we endeavor to convey is that we are here to help.
Our business clients cover a broad spectrum:
Members of the American Institute of Certified Public Accountants, California Society of CPAs, and the local Chamber of Commerce.