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Specialties
Don’t worry about preparing tax returns any longer! We can help you discover the deductions and credits that are legally available to you. We will also teach you how to plan your future transactions with tax consequences in mind.
1) Accounting — Our goal is to assist our clients in maximizing their profit and increasing their wealth. Timely, accurate financial and accounting information is crucial for corporations in order to maintain a competitive edge in the market.
2) Bookkeeping — We handle your record keeping and filing report requirements so that you can stay focused on management, revenue growth and profit maximization.
3) Tax Planning & Tax Return Preparation — Our goal is to keep your taxes to a minimum. We keep ourselves up to date with the latest tax issues and tax law so that you don’t have to. We always have our clients in mind and will be the first to inform you of any tax saving tips available.
History
Established in 1986.
Our professional staff is dedicated to providing clients with outstanding accounting and tax solutions.
Our professionalism and experience in serving this community for more than 27 years is what truly sets us apart.
We value building long-term relationships with our clients, so that we can not just meet — but also anticipate — all their accounting, tax, and bookkeeping needs. The strong partnership we build allows us to provide what you need before you even need it.
Meet the Business Owner
Julie D.
Business Owner
Prior to starting her practice in San Diego, Julie worked in senior tax positions with major, reputable corporations. She actively participated in decision making pertaining to taxes and directly represented these companies in audits conducted by various government agencies.
While pursuing her career, she attended UCLA, Golden Gate University and Indiana University. She is an active member of various the California Society of C.P.A. as well as other various professional and civic organizations.