Bearing the emblems of expertise, our team’s designations are a testament to our deep knowledge and unwavering commitment to navigate the complexities of the tax code for your financial success.

Continuing Education

Illuminating the path to financial success, our commitment to continuous learning ensures we stay ahead in the ever-evolving landscape of accounting and taxation. For us, every light bulb moment translates into innovative solutions for our clients.


Diving into the details with meticulous care, our team’s thorough research is the cornerstone of our commitment to providing precise and tailored financial solutions. No stone is left unturned when your financial well-being is at stake.


CPAs are licensed and regulated by their state boards of accountancy. While state laws and regulations vary, the education and testing requirements for licensure as a CPA in the State of California requires that the CPA completes a rigorous education, examination, and experience requirement.


A PFS credential holder is more than a financial planner, he or she is a CPA with a combination of extensive tax expertise and comprehensive knowledge of financial planning. 


An Enrolled Agent is a federally licensed tax practitioner who specializes in taxation and has unlimited rights to represent taxpayers before the IRS. Unlike attorneys and CPAs, who may not choose to specialize in taxes, all enrolled agents specialize in taxation.