CPAs and Business Advisors

One Source for All of Your Accounting and Tax Needs

Who We Are

We are dynamic and forward-thinking. We provide superior tax, audit, and advisory services.

Our experienced team of professionals is committed to understanding your priorities and helping you form a strategy to achieve your goals.

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Services We Offer

Attest Services
Attest Services

Our firm specializes in providing audit services to privately held companies. At this time we do not provide audit services to public companies.

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Tax Planning & Compliance
Tax Planning & Compliance

Our Tax Department provides services to virtually all of our clients. We are experienced in the preparation of all income and transactions type returns.

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Quarterly Management Meetings
Quarterly Management Meetings

In tandem with our Strategic Planning process, we have developed a process….

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Business Consulting
Business Consulting

We provide a variety of business consulting services designed to assist our clients in realizing their goals.

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Some of Our Happy Clients

Matthew B.
Oceanside, CA

"We worked with Jessica D. and she has been incredible throughout the tax process. She quickly and accurately answers our questions throughout the year and provides great insight into how we can optimize our tax savings. We do property management which has relatively complicated accounting requirements in addition to our standard corporate books. We really appreciate her professionalism and help."

Karen W.
Oceanside, CA

"This company has been wonderful to me. Their partner Jessica is a godsend to my Foundation and the complete staff is patient with me and I appreciate that so much. God bless them and may we always have a wonderful relationship. Thank you, God bless.”