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About Us

About Our Firm

We are a progressive firm that combines over 30 years of experience with cutting edge technology to deliver a superior client experience. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve.   

Our boutique size permits us to customize the approach to each client engagement given the needs and capabilities of each client while always maintaining an atmosphere of exemplary client service. 

In addition to traditional tax and accounting services, we offer an outstanding array of related financial activities allowing us to more fully meet multiple client needs.

Our unique ability to blend both the tax and financial perspective in making key financial decisions, as well as our grasp of superior time-tested tax and financial strategies, make us your invaluable partner. In personally guiding the financial success of our clients, we are, in short, a 21st century accounting firm.

Our Mission

To synergistically provide the most beneficial financial strategies by combining our expertise in accounting, taxes and wealth management services in a setting of exemplary client service.

  • 21800 Oxnard Street, Ste 250
  • Woodland Hills, CA 91367
  • Telephone: (818) 981-4200
  • Fax: (818) 981-7238