Celebrating 65 Years
65 years of creating enduring professional relationships in Southern California.
Audits, Reviews & Compilations
Rick Parent, CPA
We emphasize obtaining a thorough understanding of our clients’ businesses through planning, allowing for well-organized financial statement engagements.
Tax Planning & Compliance
Our tax clients — individuals, businesses, estates, trusts and private foundations — receive a wide range of tax consulting and planning solutions along with timely tax preparation services.
Kevin Yardumian, CPA, CFE
A key aspect of our service is educating our clients about fraud prevention and setting up internal controls that help deter fraud before it occurs.
Estate, Trust & Succession Planning
Morrey Weitz, CPA
Proper estate planning is essential for preserving and directing an individual’s assets, reducing potential estate tax liability and providing proper liquidity.
Business Services & Bookkeeping
Our clients range from individuals, to closely held businesses, to small and mid-sized companies, such as professional corporations, retail establishments and restaurants.