We are a full service accounting firm located in Santa Ana, CA. For more than 30 years, we have been providing tax preparation, auditing, tax and estate planning and many other accounting services to a wide range of clients, including both businesses and individuals, throughout the greater Orange County area, Los Angeles County & Inland Empire.
We have developed a reputation for professional excellence through the high quality of services we perform for our clients. We take the time to review each client's business plan and goals so we can help in the advancement of financial success.
We have developed a reputation for professional excellence through the high quality of services we perform for our clients. We take the time to review each client's business plan and goals so we can help in the advancement of financial success.
Services
We can help you with every aspect of your tax preparation and planning, including individual, partnership and corporate returns. In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service.
We also offer a complete range of accounting and auditing services, including Securities and Exchange Commission filing, internal controls documentation and testing, financial statement compilation and review, and computer system consultation.
We also offer a complete range of accounting and auditing services, including Securities and Exchange Commission filing, internal controls documentation and testing, financial statement compilation and review, and computer system consultation.
What makes us unique is the personal attention, commitment and energy we bring to each client relationship. Each client is assigned a team, that includes a Partner, that works together to ensure that the client's planning and execution are designed specifically to meet their accounting and financial needs and goals.
Jonathan has been in public accounting since 1982 and established this firm in 1989. He specializes in business, personal and estate planning. Jonathan leverages tax strategies to promote business and personal tax planning to help his clients achieve their goals. Jonathan graduated from Cal State Fullerton University in 1982 with a degree in Accounting.
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