I'm a proud San Fernando Valley native with a passion for supporting local businesses. With deep roots in the community and a keen understanding of its unique challenges and opportunities, I'm committed to offering top-tier financial expertise. Armed with years of experience and a dedication to the growth and prosperity of the region, I'm the trusted choice for businesses seeking a personal touch in their financial matters.

Services:

Monthly Accounting Services:
Ensure your business's financial records are accurate, organized, and up-to-date with our comprehensive monthly accounting offerings.

Business Tax Services:
Stay compliant and benefit from strategic tax planning with our specialized year-end tax services designed to optimize your returns and minimize liabilities.

Investment Management Services:
Navigate the complexities of the financial markets with our bespoke investment strategies tailored to align with your business goals and risk appetite.

Tax Planning:
Maximize your savings and ensure tax efficiency throughout the year with our expert tax planning services, aimed at optimizing your financial decisions for both the short and long term.

Associations:

AICPA, NAPFA, ACP