6700 E. Pacific Coast Hwy., #291
Long Beach, CA 90803
562.594.4681


772 Town & Country Road
Orange, CA  92868
714.542.2388

Past Articles

tax_planning_letter
NEW View an online version of our 2014 New Year Tax Planning Letter:

  • Client Letter
  • Look back and ahead for effective tax planning
  • Consider taxes in setting your 2014 investment strategy
  • What's new in 2014
  • What you should know about making lifetime gifts

The greatest compliment you can give us is the referral of your family and friends.”

Proud Sponsor of the Team Spirit
Breast & Ovarian Cancer 10K Walk
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Individual Wealth and Business Profit building services for over 35 years

Hiring an accounting firm is an important decision.
Your choice could mean the difference between success and failure.
You need accountants who know your business, who are compatible with your needs, and who are committed to helping you cut taxes and build your bottom line.

Solid financial advice