Tax laws are an endless flux. As a result, our team participates in Continuing Professional Education (CPE) training and webinars to not only maintain their Certified Public Accountant credential, but to provide the most effective tax solutions to minimize your tax burden, and quality advisory recommendations to clients.
We are proud members of the AICPA, CALCPA, and Better Business Bureau.
We help you build your business legacy.
Advocate on behalf of our clients to help them capitalize on opportunities.
Offer guidance with over 100 years of combined experience to serve and proactively help clients.
Support our dedicated team with a Results Only Work Environment culture.
*Wealth Managment 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.