Experienced

We are a highly knowledgeable firm with over 45 years of combined experience

Full Service

We provide a full breadth of Tax, Financial, and consulting services to individuals and Companies.

Local

Our office is located in Santa Clara CA, and have clients all over California and out of state.

Responsive

We pride ourselves in being very responsive an available for our clients

WE ARE AN EXPERIENCED ACCOUNTING FIRM READY TO ASSIST AND GUIDE YOU

We want to work with you, so contact us to see how we can help you

Our Services

Business Services

We provide tax preparation and accounting services to companies in many industries including medical professionals, startups, consulting firms, construction and many others.

Individual Services

For individuals we provide tax preparation and tax planning services, for both US and Expats. We also provide IRS representation and misc. consulting services as needed.

Consulting Services

Our consulting services range from financial review and reporting for companies to IRS representation for both individuals and small businesses. We also provide out sourced CFO roles

Home owners association (HOA)

We assists many home owners associations and business unit associations in managing their HOA funds and providing both accounting and tax services.