Hello & Welcome!

Let me tell you a little about myself.  I am a California licensed Certified Public Accountant with years of experience in both private industry and public accounting.  I have a Bachelors of Science degree in Accounting and a Masters of Science degree in Accounting with an emphasis in Taxation from San Diego State University.

During my career, I have held senior finance positions as a controller, CFO and VP of Finance with several mid to large size companies throughout the US.  I have been in public practice providing a full range  tax and accounting services to business and individuals clients for over 20 years.

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. You can:

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Register Your e-mail Address to receive important announcements through Service PLUS!

Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.


November 2019
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