Exclusive service with big firm expertise, we offer business owners in Fresno and throughout California holistic CPA services. We are your team of CPAs, accountants, tax managers, and business advisors.
We are proud members of the CalCPA, AICPA, Better Business Bureau, and CultureRx.
*Wealth Management Services offered through Blue Oak Wealth Management, an affiliated company. Securities offered through Cetera Financial Specialist LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.