Attest Services

We are a forward-thinking and dynamic CPR Firm focused on providing superior planning services in the areas of taxation and auditing, individual tax and estate/trust services and business consulting.

Whether you are a start-up or an established business, our experienced team of CPA’s is committed to understanding your priorities and to helping you form a strategy to achieve your goals.

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

In addition to audits we also offer review and compilation services. Our Attest Services Department is peer-reviewed and has received an “unqualified report” consistently since the peer-review process was introduced by the American Institute of Certified Public Accountants.

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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.”