Newport Beach, CA Certified Public Accountant

They handle my business books and have been doing a great job for a long time now. Highly Recommended.

Jim Anderson has prepared our tax returns for nearly 25 years. During this time, Jim has promptly addressed any and all of our tax issues in a timely and professional man ... more

Jordan is the best CPA/Financial Advisor in SoCal. He is very knowledgeable and able to handle complex business and tax situations. He is always available and responds qu ... more

Andrew and his team have been diligent, responsive, and patient with me over the last few years working through a time when the IRS is understaffed and slow to respond. T ... more

Pedram is doing accounting for our PZO organization. He is thorough, detailed and spends time to make the reports accurate and based on accounting standards. He also deli ... more

They have been doing my small business and personal taxes for at least 10+ years. Debbie Campos is exceptional in her knowledge, and communicating. I've been a small busi ... more

Aaron was so helpful helping me with my taxes and canceling my LLC, he gave me great advice and was very quick. He did everything over the phone and email making it so ea ... more

Brian has been our accountant for over 25 years! We retained his service even after moving out of state, he is the best. Professional and willing to talk to us through ... more

I  hired This co in December 2021 as I had sold my home and needed tax advice on what to buy to save 20 years of equity.  Matt met with me Once. When I hired him I told h ... more

After putting off doing my taxes for several years, it was time to get them caught up. Searched around and found Jacqueline. Jacqueline handled what I found to be overwhe ... more

Charlie and Hina have been a great asset to the Kunzi family. Thank you both.

I have nothing but great things to say about Adam and the services he provided. I was going through a contentious property settlement for my divorce. There was a lot of ... more

At my previous company Rick really helped our company out by getting all of our accounting up on the cloud and through virtual services converted us to a paperless office ... more

I first met Randy Orr more than a decade ago. He was opposing party's expert witness in a dissolution matter that, by that time, had been going on for more than ten year ... more

Peter Finch Jr. Is very dedicated, I have referred many clients to him and everyone is beyond satisfied with no complaints!

I recently settled a case that dragged on for more than 3 years, due to delays and stall tactics.  In the end, the outcome was better than I could ever have hoped for.  I ... more

Our tax preparer of many years retired this year, and we started the search for a new firm. We found that personal service for a relatively simple tax return was difficul ... more

Meh. Provided some additional hand holding, which we needed, but with hindsight, I don't feel it was worth the high costs. They assigned 3 project managers to our Expense ... more

Brian and his team are exceptional accountants who shine in customer service. Unlike our previous accounting experiences, Brian has the abilities of a CFO, consultative t ... more

I have been in business for over 15 years and have never experienced a negative experience with a vendor in any industry as terrible and as damaging as my experience with ... more