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

Recent Developments in Employee Retention Credits (ERC) and Disallowance of ERC Claims

Recent Developments in Employee Retention Credits (ERC) and Disallowance of ERC Claims

Initial ERC Claim Disallowance Letters Issued The IRS has taken a proactive stance by sending...
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Business Beneficial Ownership Reporting

Business Beneficial Ownership Reporting

In the ever-evolving landscape of business regulations, the Corporate Transparency Act (CTA), passed as part...
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2023 Year-End Payroll Information

2023 Year-End Payroll Information

It’s time again to prepare for year-end payroll processing. The following letter includes information intended to help you identify the...
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