We provide traditional CPA services such as tax, accounting, audit, management advisory and real estate services. We are a unique firm providing a low-pressure approach to professional services. We have an excellent client-retention rate, and we are extremely proud of the following list of high-quality services that our firm provides.

Small Business Tax & Accounting Advisory CFO & Controller Turnarounds Budgeting & Planning Real Estate Individual Tax Audit Preparation Certified Quickbooks ProAdvisor Small Business Audits

Our mission is to provide our clients with outstanding accounting, audit, tax, advisory and management consulting services with “seasoned professionals” experienced in your industry. We dedicate ourselves to provide our clients with solutions to their problems. We create positive relationships with each client and go above and beyond the call of duty to serve them with the highest professional standard.

We service clients located throughout Southern California with an emphasis on San Clemente and south Orange County.

We work from our virtual offices or we come to you and work at your place of business, whatever works best. Usually, we will work at a combination of both sites. This arrangement has proven to be a highly effective use of time. Our tax clients have the option to come to our virtual offices or we service them using electronic tools such as email, fax, scan, DropBox, etc. and/or we will meet our clients at their office.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

Check out our Blog and Newsletters.

Thank you.

J Mark Olson, CPA President