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Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.

Mergers & Acquisitions

We can assist you in the merger or acquisition process.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients.

Accounting Services

Providing financial information to our clients in a timely and accurate manner.


we prepare financial statements based upon client information provided and used primarily for internaluse.
Top 10 firm in newport beach

People First — Always

If it is not a service we provide, we would be more than happy to refer you to a qualified professional.