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Personalized services from one of the top 10 firms in Newport Beach

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.

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

Business Services

Business Consulting

Identify areas negatively affecting growth and develop practical, sound solutions.

Business Entity Selection

Determine the most advantageous form of business for your company.

Business Succession Planning

Address the complex issues of business continuation and create a sound succession plan.

Buying and Selling a Business

Get guidance through the acquisition/disposition process.

Mergers and Acquisitions

We can assist you in finding the right business partner for your company.

Financial Services

Accounting

Our firm provides a full range of cost effective accounting services.

Compilations

We can help you prepare financial statements based upon information provided and used primarily for internal use.

Estate Planning and Trust Tax Preparation

We can guide you through the complex process of getting your financial affairs in order.

Tax Planning and Preparation

Our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Additional Services

Consulting

We provide comprehensive, flexible strategies that address the issues affecting your business.

IRS Representation

Be properly represented before the various federal and state tax agencies.