Our Clients

While our principal focus is business entities and their owners, we also serve investment and real estate firms, private investors, and individuals interested in wealth accumulation through effective tax and financial planning.

Industries We Serve

Typically we work with organizations with annual revenues of half a million to $150 million, though we also enjoy helping along several promising startups.

Agriculture
Construction Contractors
Consulting
Estate and Trusts
Gaming Industry
High Tech
Manufacturers
Medical Practices
Non-Profit Organizations
Professional Services
R&D
Real Estate
Wholesale Distributors

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.”