My firm was founded in 1979 in San Diego. We are dedicated to helping clients obtain and preserve their wealth by providing independent tax and business advisory services. In 2007 I opened a second office in Los Angeles. Our core clients are high net worth professionals, business owners and real estate investors. We are concerned about and pay attention to our clients. 

We typically assist clients with tax issues associated with:

1. The purchase and sale of businesses and real estate, 
2. Selecting and capitalizing business entities such as corporations, limited liability companies and partnerships,
3. Coordinated and multi generational tax planning among clients, family members and their closely held business or investment interests and
4. Business and tax advice relative to pending business or financial decisions
5. Tax controversy issues and 
6. Tax return preparation and related planning 

An integral component of our process for helping clients is the strategic relationship we have with our clients attorneys, bankers, insurance representatives and other business and real estate professionals. We regularly collaborate with our clients counsel, for example, with respect to the implementation of wealth management, tax saving or business operational strategies.  

We are committed to providing pragmatic solution oriented tax and advisory services to our clients while working collaboratively with their other trusted advisors.