Firm Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Our CPA's have been in public practice (mostly in San Clemente) from 20 to 35 years.

Generally our clients are closely held businesses, professionals and individuals. They are in retail, wholesale, manufacturing, real estate, professional service organizations and non-profit charities. We also serve a large number of retired clients.


Creative and innovative tax planning is our most important goal in tax services. This includes analysis of proposed transactions and investments, tax projections for several years in the future, estate planning and retirement planning.

We prepare or review all federal and state tax returns (all states) for individuals, partnerships, corporations, estates, trusts, and non-profit organizations.

We have a special department which specializes in tax returns for estates.

We try to minimize your audit potential when preparing your tax returns; if necessary, we can represent you before the Internal Revenue Service at all levels of audit and appeal.


Presently we are providing a full range of services from designing your system, writing your business and payroll checks through financial statement preparation. Not only do we present historical data, but we will also prepare financial projections, budgets and cash flow analysis.

We provide a variety in types of financial reports for management, very flexible accounts receivables and billing systems, job costing and professional timekeeping and practice management.


We can help you select and install a computerized accounting and management system. We offer continual software and accounting support both on site and off, and can provide technical training for your personnel.


This is a brief outline of the services we provide and is not all inclusive. Please contact us regarding your specific needs.