About

Profile

Our firm includes professionals with over ten years of experience in accounting, taxes & consulting. The owner and president of the firm is a Certified Management Accountant and Certified Public Accountant who has proven her skills in the area of accounting, taxation, consulting and other services. She started her career from the bottom up, working on the operational side of accounting.  Her tasks included posting vendor billings, customer billings, posting journal entries, bank reconciliation, and more. She then moved on to other facets of the accounting business including the dealing with financial statement review and analysis, budgeting, forecasting and other high level accounting responsibilities. She prides herself on having a personal touch with every one of her clients and she always looks forward to sharing her skills and ideas to individuals and businesses in need.

 

Not all Accountants are Tax Accountants, and not all Tax Preparers are Accountants. The president of our firm has knowledge in both accounting and taxes, making her a better consultant for your business. Her passion for the craft, coupled with a responsible and likeable persona, makes her a good business partner that you can trust!

Commitment to Quality

Our company’s goal is to provide excellent services to individuals and businesses. We want to be their partner in all of their finance matters and dealings. We will provide a personal touch, using qualified and technical skills year round.

We are committed to excellence! As a bi-product of that we are part of the following professional organizations:

  • Member of California Society of Certified Public Accountants
  • Member of American Institute of Certified Public Accountants
  • Member of Institute of Certified Management Accountants
  • Member of California Board of Accountancy
  • Member of National City Chamber of Commerce

These organizations inform their members of any tax and accounting law changes, while providing an on-going professional education. They monitor each member and they make sure their members hone their skills and profession by verifying a continuing education.  This education is taken every year.

Commitment to Our Clients

We value every type of client we have and we are committed to equal and quality service to each and every one. We value long term relationships, and always do the best to ensure our clients are happy and satisfied by listening carefully to what they need.  In addition, we can give advice and certain tax related recommendations to our clients.

A sought after professional service company around the country that businesses and individuals will turn into as a one stop shop for their accounting, tax and other business needs.

To be an effective and efficient partner to our clients on their tax, accounting and other professional service needs by providing excellent services through continuous professional knowledge and skills. We bring in personal touch by rendering professional services with utmost care, on time delivery and ultimate commitment to client's satisfaction.