We strive to build long-term, trusting relationships with the owners and management of the clients we serve. It was our core principle when we established the company in 1992. It remains our core principle today.
Although our client relationships are often centered on the personal relationship with the client service partner, all our professionals work as a team to provide the best possible service and to develop the kinds of client relationships that we seek. As needed, each partner brings to bear his own special expertise on client issues. When you hire one of us, you hire all of us.
Our service philosophy places our partners foremost in the client relationship and in the delivery of services. We each remain deeply involved in the day-to-day work we do for our clients. Our high level of partner involvement, coupled with our decades-long experience in public accounting, enables us to deliver our services efficiently, identify tax saving opportunities, and make valuable business-related observations to help guide your financial decisions.
We are members of the American Institute of Certified Public Accountants (AICPA), are licensed by the California State Board of Accountancy, and we participate in an ongoing peer review process as part of our commitment to quality services. In addition, we are members of the AICPA’s Private Companies Practice Section (PCPS) and Employee Benefit Plans Audit Quality Center (EBPAQC). To maintain these memberships in good standing, we engage in continuing education & training every year.
In November 2017, we celebrated 25 years in business.