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Looking for First-Class Financial and Tax Solutions?

For Businesses

Full-service financial solutions for businesses of all shapes and sizes.  Make the right decisions with the right numbers.

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For Individuals

Each client receives assistance from a financial expert to plan for the future, document the past, or tax services.

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Tax Solutions

Looking just for tax help? Our team is here to take care of you with rapid and optimal solutions.

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our expert services

Business Financial Modeling
  • Business Tax Preparation
  • Business Tax Compliance
  • Feasibility Study
  • Project Planning
Business Accounting Services
  • Accounting Service
  • Book-Keeping Service
  • Payroll Service
Tax Services
  • Tax Planning
  • Tax Return Preparation
  • Individual Financial Planning
  • Not-For-Profit
Tax Solutions
  • Tax Settlement
  • Tax Audit Defense

Doing the right thing,
at the right time.


Happy clients




Awards winning


Satisfied customers
Our priority is always
your success.
request a call back.

Would you like to speak to one of our financial advisors over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

    I would like to discuss:

    Huntington Beach Office

    • 17011 Beach Blvd, Ste 900
      Huntington Beach, CA 92647
    • Phone: 714-375-6655
    • Fax: 714-644-9654