After 20 years in Beverly Hills, serving as a Partner with two large firms, I became a home office pioneer.  I primarily visit the client's place of business in the Conejo and San Fernando Valleys as well as the West Los Angeles area. I also support numerous clients outside my primary service area via secure internet connections.   I provide a variety of services for individuals, corporations, partnerships, trusts, and estates. These services include accounting adjustments for financial statement preparation, tax preparation and governmental agency compliance reporting.   I find the most valuable service for my client, is year end planning and forecasting for taxes.   Please feel free to contact me to discuss how I can be of service to you.

Client Specialties Real Estate Retail and Wholesale Businesses Insurance Agents Music Publishers Service Businesses High Net Worth Individuals