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CALL US TODAY

 

We Serve clients nationwide from our offices located in Palm Desert, CA.

 

Call us today to schedule a consultation.  

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WE OFFER

 

Exceptional value to Individuals and Businesses as summarized below:

 

ACCOUNTING AND FINANCE

 

Our accounting and financial services are focused on the fundamental, technical, internal control, and processes that enable any business to maintain an accurate set of books and records.

 

We go beyond the basics to provide advice and counsel that will help you make better financial and business decisions and deliver outstanding financial performance.

 

TAX PLANNING AND PREPARATION

 

Planning is the key to successfully managing your tax liabilities.  A recent government study reported that 77% of 71 million taxpayers benefited from using a professional tax preparer.

 

We take pride in providing our clients efficient and affordable advice and proactive recommendations to maximize your after-tax income.

 

 

INVESTMENT MANAGEMENT

 

From portfolio management to investment advisement, we work to help our clients reach their financial objectives.

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OUR PURPOSE

 

 Is to provide the highest level of professional

tax, accounting, and investment services, with the utmost of integrity at reasonable and competitive fees, to our clients - individuals and businesses alike. 

 

 

 

 

OUR GOAL

 

We strive to provide quality professional services and advice that will enable our clients to meet their objectives in a cost- effective and efficient maner.

Your Reliable Source for Accounting, Tax, Small Business & Investment Advisory Services

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