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We are a financial services firm that helps professionals, individuals, small business owners, and medical/dental professionals achieve their financial goals. We do this by specializing in financial planning, accounting, tax planning/preparation and practice management. We have more than 50 years of experience in offering a unique combination of services.
![]() Two of our partners and four of our managers are certified public accountants. In addition, we have M.B.A.'s in tax and accounting on our staff. We are members of the American Institute of C.P.A.'s, the California Society of C.P.A.'s and various other organizations.
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