We take the time to fully understand the specifics of your tax situation

We help you navigate toward your financial goals and reveal the possibilities

You benefit from of our vast expertise and our ability to manage multiple facets of your financial life including: Income Tax Planning & Preparation Holistic Financial Planning “Safety First” Investment Strategies Corporate & LLC Taxation Health, Life, & Long Term Care Insurance

Redlands CPA
  • TAX PLANNING

    We help you leverage your assets and align your financial goals with the most tax-efficient plan possible. We establish an ongoing relationship with all of our clients; and include both a year-end planning session and an in-depth tax interview.


  • RETIREMENT PLANNING

    Whether you need to a simple plan to know how much to save for retirement, or you have specific retirement goals, we can create a customized plan for your unique goals and situation.


  • EMPLOYER RETIREMENT ADVICE

    If you have a retirement plan through your employer, we recommend ways to allocate your assets among the available fund options and review it regularly.


  • AUDIT INSURANCE

    If your tax return is selected for examination, we will represent you for the duration of the entire process to ensure your peace of mind.


  • CORRESPONDENCE SUPPORT

    If you receive a letter or phone call regarding your taxes, you may opt to have us handle it on your behalf.


  • ONGOING SUPPORT

    We address your tax or financial questions as you need them. It is our policy to return your call or email by the end of the following business day.


  • COMPLETE SERVICES FOR ONE LOW FEE