Let us help you save time, money, and hassle.
We are a CPA firm offering tax and consulting services for individuals, businesses, estates & trusts and non profit organizations. At our firm, completing a tax return is not considered the most valuable service provided to our clients. We believe the real value we provide is helping our clients to think forward to minimize taxes.
Long term client relationships are built on honesty, good communication and providing value adding services. No decision is ever made without our clients’ best interest in mind. We take the time to get to know your tax situation and finances in order to provide the most accurate and valuable services possible.
Our extensive experience and expertise ensures your tax return is prepared timely and accurately. Our highly personalized service reduces the stress and worry that typically are associated with tax preparation. We prepare and file tax returns for all types of entities – individuals, businesses, estates & trusts and non-profit organizations. We are able to prepare and file tax returns for all fifty states.
Our proactive tax planning strategies leverage every deduction and credit available to help you minimize your tax liability and save you money.
Our expert accounting and bookkeeping services enable us to identify tax saving opportunities in addition to providing you with detailed financial reports that help you to manage your business more efficiently.
Todd has over two decades of experience working in public accounting and taxation. Prior to opening his firm, he worked for both smaller regional CPA firms as well as for a big 4 international CPA firm.
Todd has appeared on local TV news programs as a financial expert and is frequently called upon by other professionals for advice on tax and financial issues.
Bonnie has been a licensed CPA for over 15 years. Prior to joining the firm, Bonnie worked at both local CPA firms as well as larger private sector companies.
Fe has worked at the firm for over 10 years. She has a Bachelor’s Degree in Accountancy from the University of the Philippines. Her high attention to detail and extensive experience in accounting, bookkeeping and tax preparation make her a valued asset to the firm.