About Us – Professional CPA Firm

About Us – Professional CPA Firm

Our local CPA accounting firm was established to provide efficient, practical solutions to businesses and individuals. Our primary services include accounting, taxation, retirement planning and business consulting.  We serve a wide range of individuals, corporations, and partnerships and are experienced in the accounting issues and tax laws that impact our clients.

We are dedicated to serving all of your accounting, tax, and financial services needs. Our continuing mission is to serve you by providing the highest level of expertise and professionalism possible.

If you would like to develop a relationship with accountants that will know your name, get to know ours.

Alan is a Certified Public Accountant (CPA), Registered Financial Consultant (RFC), Personal Financial Specialist (PFS), Certified Senior Advisor (CSA), Senior Retirement Planner and former Marine.  He received his bachelor’s degree in business administration and accounting from California Polytechnic University, where he also competed on their wrestling team. Alan’s clients know him for his tenacity in increasing their retirement earnings and protecting the safety of their legacy.

“Whether you are already retired or still in the planning and accumulation stage, funding a comfortable retirement is of paramount importance.  Taxes, inflation, debt and time are working against you.  Most people are fully involved in their lives and are not proficient in the areas of tax and retirement planning.  We strive to provide our clients with advice, assistance and a sound plan to secure their futures.”  Alan

Helping our Clients Retire Younger, Richer!!

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