Get Financial Expert Advice:

At our Burbank-based CPA firm, we specialize in accounting, tax, consulting, and estate planning services tailored to individuals and businesses. Whether you prefer meeting in person or working remotely, our team is committed to providing personalized, reliable support to help you navigate complex financial decisions with confidence.

Ways We Can Support You

Whether you’re are growing your small business or managing your personal finances, we’re here to provide clear guidance, reliable support, and tailored information that puts your goals first. We want to make your financial journey easier, so you can feel confident you your financial decisions.

Entity Formation

We make starting your business simple by guiding you in choosing the right structure, handling the paperwork, and setting you up for success.

Personal Tax Return

Preparation and filing of individual federal and state income tax returns. Our goal is to ensure accuracy, compliance, and the maximization of deductions and credits available to you.

Tax Planning

We help individuals and businesses minimize taxes with smart, customized strategies that maximize savings and ensure compliance year-round.

Audit Representation

Facing an IRS, state, or insurance audit? We handle the process—communicating with auditors, organizing paperwork, and working for the best outcome with less stress for you.

Business Tax Return

Our firm provides comprehensive preparation and filing services for federal and state business income tax returns across all entity types, including trusts. We are committed to ensuring accurate reporting, full compliance with current tax laws, and timely submission.

Estate Planning Service

Designed to give you peace of mind & control over your future. We help you identify & organize your personal & business assets, then develop a customized estate plan to ensure your wishes are honored.

Bookkeeping Services

We provide reliable bookkeeping services with flexible membership packages tailored to your needs—ensuring your records stay accurate, organized, and tax-ready. Each membership includes professional bookkeeping and quarterly tax planning meetings to keep you on track year-round.

Contact us.

We’d love to hear from you. Please provide your information and we will reach out.