We focus on helping businesses and individuals reach their full potential by advising on business and tax planning. Our goal is to provide clients with reasonably priced recommendations that will allow them to operate better and add value.
Meet Our Team
Alex is an enrolled agent specializing in working with small to medium-sized businesses seeking to outsource accounting, bookkeeping, and payroll services. He has over 20 years of experience working in management level positions focusing on corporate accounting operations, financial reporting, GAAP, Sarbanes Oxley, and financial systems. He holds a BS in Accounting and MBA from Woodbury University, and has been an Adjunct Professor for the University of Phoenix since 2008.
Geoff is an enrolled agent and certified public accountant who specializes in automating business processes and resolving complex tax issues. He is the author of the Automated Advisor and the Small Business Operations Manual and was named a Fellow of the National Tax Practice Institute in 2015. He holds a BS in Accounting from Pepperdine University, an MS in Taxation from Golden Gate University, and is a JD candidate at Southwestern Law School.
Jose is a California Registered Tax Preparer who specializes in assisting individuals and small businesses with their tax obligations. He was previously a manager for a successful landscaping business. He holds a BS in Accounting from CSUN, where he was part of the volunteer income tax program and is currently studying for the CPA exams.
No one likes paying taxes, and there is no law requiring you to structure your affairs to benefit the government. Our professionals have extensive experience working with individuals and businesses to implement strategies that allow clients to fully utilize deductions to pay as little as possible to the tax authorities.