Serving Orange County corporations, small businesses and individuals and families for more than 16 years, I provide high-quality, professional services with apersonal touch.
I want to help you succeed.
My strength lies in my ability to provide you with year-round planning for your tax, financial, and business affairs.
I will serve your business and financial guides to assist you with the following tasks:
Keeping your taxes as low as legally possible.
Building and growing your personal wealth through sound tax and financial planning.
Providing record-keeping and report filing services to keep your finances organized.
Using financial data to make sound business decisions.
Achieving the maximum profit from your business venture.
Planning your estate to achieve your wishes and to reduce tax costs for your heirs.
I can suggest many tax and business strategies to help you meet your financial goals!