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Our Goals

  • As Certified Public Accountants, it is our goal to save you time and money with honest and friendly service. 
  • As your business partner, we understand your need to save time and will work with you to find effective solutions for your personal and business needs. 
  • We seek to build and maintain long-lasting business relationships, and this website is an extension of our commitment to you. 


Thank you for taking the time to visit our website. Please browse through the list of services and feel free to contact us to arrange a meeting to discuss your financial needs.



  1. "Thank you so much for the great service you always provide me. Also, thank you for your very sincere friendship."
  2. -B. Gleason from TX
  3. Client since 2004
  6. "Thanks Steve, we appreciate how well you take care of us. Your practice is very professional and we appreciate that."
  7. -D. & E. from Upland, CA
  8. Clients since 2009
  11. "BIG thank you for your services -- for doing our taxes and all the tips you gave us on saving."
  13. -C. & A. Fournier from Orange County, CA
  14. Clients since 2014
  17. "Thank you so very much for your outstanding work. I value your knowledge, skills, and abilities in preparing our tax documents."
  18. -R. Dawson from NV
  19. Client since 2013