About Us

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Background & Qualifications Summary

The Firm has consistently ranked among the top local CPA firms in San Diego County. It is a full service CPA firm offering traditional services in accounting, auditing and taxation as well as consulting services. Other specialties include real estate transactions, trust accounting and taxation, tax planning, and pension plan auditing. The Firm has clients and experience in a wide variety of industries with concentration in retail, manufacturing, health care providers, high technology start-ups, professional service providers, employee benefit plans, construction and real estate development.

Firm Philosophy

To provide clients with timely, efficient and personal service at reasonable cost; To attract and maintain a staff of qualified business professionals dedicated to providing quality accounting and financial services in a variety of specializations; and To distinguish the Firm from other accounting firms by placing strong emphasis on continuity of staff, a wide range of services and ready availability of personnel with specific ongoing knowledge of our client's affairs.

Informative Data

Number of personnel 25 to 30
Number of professionals 15 to 20
Number of Partners 3
Gross billings 3.0 million +
Date Founded July 1, 1977

DEPARTMENTS:

Tax & Consulting; Audit & Accounting;

Location:

5355 Mira Sorrento Place, Suite 700, San Diego, CA 92121-3825 (Golden Triangle area) (858) 587-1000 FAX (858) 587-0212

Affiliations With Other Firms:

Informal arrangements with one of the Big Four firms for businesses going public and for technical support in specialized areas. Member of an international affiliation of CPA firms (GMN Enterprise) and strategic partners offering investment banking, strategic planning, financial advice, tax engineering and other financial consulting.

Services Not Provided:

Public offerings; personal financial planning; audits of financial institutions.

Marketplace:

Closely held businesses, professionals, high net-worth individuals, attorneys, insurance companies, real estate developers & operators, pension plans and professional service providers.

Affiliations:

  • Member of GMN Enterprise, a group of medium sized CPA firms and other strategic partners
  • Member of Private Practice Section of the American Institute of Certified Public Accountants (Peer Review Required)
  • San Diego Chamber of Commerce

Individual members of the firm participate in the following civic, social and professional activities:

  • American Hotel & Lodging Association
  • American Institute of CPAs (AICPA)
  • California Society of CPAs (and numerous local chapter committees) Corporate Finance Council
  • Entrepreneur Club
  • Estate Planning Council
  • Financial Analysts Society
  • Forensic Consultants Association
  • Foundation for Enterprise Development
  • Fraud Examiners Association
  • Golden Triangle Chamber of Commerce
  • Institute of Cost Analysis
  • Kiwanis
  • La Jolla Beach & Tennis Club
  • La Jolla Country Club
  • La Jolla Probate Section
  • La Jolla Rotary Club
  • MIT Forum
  • National Association of Accountants
  • National Contract Management Association
  • Western Pension Conference