World Class Service
Our services and focus on relationships allows us to miles above the rest.
Specializing in Small Business
With our focus on small and medium size businesses we are uniquely situated to understand your needs.
Our highly experienced staff has over 30 years of combined experience dealing with the IRS, and assisting our clients.
Highly Experienced Staff
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
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
Homeowners association (HOA)
We assists many home owners associations and business unit associations in managing their HOA funds and providing both accounting and tax services.