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.