Firm Profile

We believe in the value of relationships. We believe every client relationship is a partnership, and 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.

We specialize in providing comprehensive strategic planning services in addition to accounting and tax compliance services.

Our clients include privately owned businesses with under $200 million in revenues and families with a net worth of $2 million to $50 million.

Our firm's number one priority is to provide a high level of quality and commitment to our clients.  With our dynamic staff's technical expertise and depth of experience, we possess the resources necessary to identify and solve complex client issues.

You can trust we will provide:

•  Responsive service

• The highest level of technical expertise

•  Depth of experience you won’t find in other firms

•  Innovative solutions to your business and financial problems

7655 Redwood Blvd., Suite 100, Novato, CA 94945