History
First established in November 1988, we have had several locations in Phelan, Hesperia and presently we are located in downtown Redlands. In order to keep our service level high, we have remained a small firm, providing tax services to 250 clients and full financial services to 25 families.
Specialties
Certified Public Accountant (CPA) and Registered Investment Adviser (RIA) with 35 years experience. We offer a full range of accounting and investment related services. We pride ourselves in providing holistic accounting and investment services. By knowing and understanding our client's entire financial picture, we can provide more integrated and effective planning and money making/saving strategies. We also offer insurance products for those who need it to ensure your entire financial life is covered. We are unique among CPA and financial firms in that we offer an annual service instead of