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.