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About Me

About My Firm

A seasoned professional with over 30 years experience, I've served as a trusted business partner to clients throughout Southern California since 2005. I provide a select number of individuals and businesses unparralled service in meeting their tax and accounting challenges.

For over 7 years, I have narrowed my focus to providing high quality, highly personalized tax planning and guidance to local individuals and small businesses. My entire focus is on taxation, primarily, federal and state.  My practice is small in size, and every client receives my complete attention.  I try to treat every client as though they are my only client.

 

My Mission

My mission is to help clients meet their tax obligations at the lowest possible level.  I do this by encouraging clients to take a proactive approach to planning so that their taxes stay as low as possible. This requires open communication to reach an understanding of my clients' needs through research and sound analysis. I am dedicated to meeting these goals with high standards of excellence and professionalism. I pride myself on the longevity of most of my client relationships.

Whether you are a current or prospective client, rest assured that individuals and businesses who choose to work with me will always receive competent and timely advice.

 

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