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Specialties
Accounting, tax return preparation, and comprehensive financial life planning for pre-retirees.
History
Established in 1988.
Founded by two refugees from Mrs. Fields Cookies.
Meet the Business Owner
Jim D.
Business Owner
Jim graduated from the School of International Service at American University in Washington D.C. After graduation, Jim set out to explore the world, from being a Peace Corps volunteer and Buddhist monk in Thailand to being an English teacher in Idaho. After attending Idaho State University, Jim became a CPA and later a CFP (Certified Financial Planner).