Our Clients

Our clients constitute a diverse cross section of industry and professional endeavors and individuals from many backgrounds engaged in varied pursuits. Our business clients may be organized as corporations, LLC’s, partnerships, fiduciaries or proprietorships. In operations, they may be local or span the country. In tenure, they may be startups or multi-generational. Our individuals may be active business owners, employees, or part of a family group. They may have simple budget needs or require wealth accumulation and transfer strategies. Our clients are in diverse industries and endeavors, such as:

Employing state of the art tax software technology, we provide tax preparation services across the United States. While most of our clients are California based, many have businesses and investments in multiple state tax jurisdictions and we have experience in filing in most state and many local jurisdictions.

Professional Affiliations