Experience

Qualified and fully equipped to serve your fiduciary and accounting needs on a full-service, year-round basis.

Extensive background in accounting with over thirty-five years of experience and over twenty years experience in fiduciary services.

Experience includes the following:

• Service Companies
• Property Management
• Real Estate Development
• Non-Profit Organizations
• Professional Fiduciary Services
  • Court Accounting
  • Executor
  • Special Administrator
  • Trustee
  • Conservator
  • Bill paying
• A Wide Variety of Other Services

Extensive background in resolving problems with:

• Internal Revenue Service
• Franchise Tax Board
• Employment Development Department
• State Board of Equalization

Attention paid to the finest detail by an experienced accountant and staff, dedicated to giving you the most professional, personalized service available.