About

We are Enrolled Agents and Certified Public Accountants with significant consulting experience working with distressed businesses. This experience uniquely positions us to advise newer and growing businesses to help them avoid pitfalls and maximize their operational efficiency.

Enrolled Agents are tax professionals who have demonstrated competency in taxation and are directly licensed by the Internal Revenue Service. All enrolled agents specialize in taxation and must complete a minimum amount of continuing education every year to remain licensed. Our professionals are also members of both the California Society of Enrolled Agents (CSEA) and National Association of Enrolled Agents (NAEA), which require a commitment to high ethical standards to maintain membership and advocate for reasonable tax reform. Our professionals are also members of the National Association of Tax Professionals, in order to remain current on the most recent changes in tax law and serve you best.

Certified Public Accountants are accounting professionals who have demonstrated competency in accounting and are licensed by a state board of accountancy. Not all Certified Public Accountants specialize in taxation, nor do all Certified Public Accountants necessarily practice accounting. All Certified Public Accountants must complete a minimum amount of continuing education every year to remain licensed and are required to uphold strict ethical standards as a condition of licensure. Our professionals who are Certified Public Accountants all maintain active licenses, but are primarily serving as specialized consultants and do not hold themselves out as engaging in the practice of accounting.

Please pay attention to the following disclaimer in reviewing our website:

  • We are not an accounting firm or a law firm and we are not engaged in the practice of accounting or law. We maintain a network of highly qualified professionals in both accounting and law to refer to as needed.
  • No part of this website should be construed as accounting or legal advice, nor shall any communication with us create an attorney-client or other business relationship unless a formal engagement letter is signed.
  • We may, if contacted, recommend or refer you to another professional. While we believe these individuals are highly qualified and competent, we are not responsible for their conduct and you expressly agree and understand that it is your responsibility to do due diligence on any professional before acting on their advice. Further, while rare, it is possible that in some cases we may receive referral fees as allowed by local law and you expressly acknowledge that this constitutes sufficient notice of such referral fees if required under local law. By contacting any professional that we provide you with information for, you expressly agree to hold us harmless for any action or inaction they take.
  • We provide the information on this website for general informational purposes about the services our firm provides, but we make no warranties as to the accuracy of the statements contained thereon and you cannot use any statements made on this website for the purpose of avoiding penalties. Further, you understand that we are not liable for your use of the information contained on this website and should you decide to use any information contained herein, you agree that such use is at your own risk and agree to hold us harmless from any such use.

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