About Us

We have served the Tri-Valley Area since 1991, initially as a proprietorship and subsequently as a professional corporation. Our clients not only span the the Tri-Valley, but through out the state, other states and internationally.

While our prime focus is on closely held businesses and the related individuals, we work with other individuals including high net worth, fiduciaries and estates in most areas of tax including planning, preparation and tax resolution, and unaudited financial statements for both individuals and businesses.