We Provide Innovative, Strategic Thinking
to Bring Financial Peace of Mind.



We are trusted business and financial advisors to businesses in the Stockton region, throughout California and beyond. Our mission is to help clients minimize tax obligations, make intelligent decisions about their businesses and exceed their financial goals.

We’re an accounting firm that dares to be different. Our partners and employees are smart, friendly, dedicated people who take pride in serving the accounting, tax and business needs of generations of companies, non-profits, families and individuals. The personal relationships that we gain over years of working together are integral to our partnership. We know and respect our clients’ sensitivities, passions and beliefs.

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Recent Posts

Navigating the R&D Tax Credit Maze: What SMBs Need to Know Amid Legislative Uncertainty

Navigating the R&D Tax Credit Maze: What SMBs Need to Know Amid Legislative Uncertainty

The landscape of tax legislation in the United States has been marked by constant evolution,...
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Gift and Estate Tax Primer 

Gift and Estate Tax Primer 

The tax code places limits on the amounts that individuals can gift to others (as...
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Weather the Storm: How Small Businesses Can Thrive in a Tough Economy Flow

Weather the Storm: How Small Businesses Can Thrive in a Tough Economy Flow

The current American economy is characterized by inflation, rising credit card debt, and the looming...
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