Our Family Office has over 35 years of combined experience serving the Greater Los Angeles area and the San Fernando Valley.
We provide outstanding service to our clients because of our dedication to three underlying principles; professionalism, responsiveness and quality.
We are a team of CPA’s licensed by the California State Board of Accountancy with years of experience serving our community. By combining our expertise, experience and passion, each client receives close personal and professional attention.
We are dedicated to responsiveness. Clients who choose us rely on competent advice and fast, accurate solutions. We are proud to say that client referrals are our main source of new business. This respect illustrates our diverse talents, dedication and ability to respond quickly.
Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
Our high service quality and loyal client base are the result of our commitment to excellence.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime for a Free Consultation!