Your resource for financial answers
For more than 30 years, Jim has led multi-million dollar businesses. So, whether you are looking for tax services, management consulting help, new business formation, or bookkeeping and payroll services, we can help you achieve your financial goals.
As a member of the American Institute of Certified Public Accountants (AICPA) and a licensed member of the California State Board of Accountancy, Jim is committed to helping his clients achieve financial success.
Our Services
Tax Planning and Filing
Business Consulting
Personal Financial Planning
New Business Formation
Accounting and Payroll Services
Business Management and Accounting Education
Need me to come to you?
Although our practice is centrally located in Anaheim, California, we understand that some clients prefer to meet in their own environment. We will be happy to make arrangements to travel to you if that is preferable. With clients from Chula Vista, California to Vancouver, Washington to Atlanta, Georgia, geography is not a barrier. Please feel free to call me at 714-306-9050 to make arrangements.
Tax Update
Due to the recent changes in the tax law and the corresponding changes to withholding tables, the IRS estimates that up to 30% of tax payers might not be withholding enough taxes from their paychecks. Call Jim at (714) 306 - 9050 to make sure there are no unpleasant surprises at tax time.
Our Practice
Centrally located in the heart of Southern California, we are conveniently located to serve you. With more than 30 years’ experience in business consulting and tax planning, we are uniquely positioned to provide what you need.
We take the stress out of financial planning. Call us now to schedule an appointment. (714) 306-9050
Outstanding Customer Service
Our mission is to exceed your expectations and earn your trust. Our business is built on client referrals. We are proud that many of our clients have offered to recommend our services. Call us at (714) 306-9050 and we will provide you with references.