Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Services
Founded in 1946, our firm has built a legacy of delivering exceptional accounting and tax services to business and professional practice owners. Our approach combines meticulous attention to detail, accurate tax planning, and timely communication to foster long-term client relationships. We prioritize proactive service delivery, ensuring clients receive tailored financial strategies that align with their personal and professional goals. Our value billing system guarantees transparent pricing, with all fees quoted upfront to support informed budgeting. Our team of certified professionals specializes in audits, business tax solutions, retirement planning, and real estate advisory, serving diverse industries including manufacturing, technology, and nonprofit organizations.We maintain rigorous professional standards through peer reviews and active membership in the AICPA, reinforcing our commitment to industry leadership. By investing in continuous professional development, we ensure our team remains at the forefront of evolving tax regulations and accounting practices. Our client-centric philosophy emphasizes problem-solving before issues escalate, fostering trust through consistent, responsive support. This dedication to excellence has solidified our reputation as a trusted financial partner in San Diego and beyond.
Services
Audits & Reviews
Business Tax Services
Professional Services
Real Estate Advisory
Retirement Planning
Estate & Trust Services
Small Business Solutions
Tax Compliance
Financial Statement Preparation
Succession Planning
Details
- Year established: 1946
Highlights and features
- We offer over 75 years of experience in accounting and tax services.
- Our value billing system provides transparent, flat-fee pricing.
- We specialize in audits, business tax planning, and retirement strategies.
- Our team holds certifications including CPA and EA designations.
- We provide proactive, personalized service tailored to client needs.
Associations and certifications
- AICPA
Services
Audits & Reviews
Our audits and reviews ensure compliance with GAAP and government standards, providing actionable insights for businesses in manufacturing, real estate, and nonprofit sectors. We deliver timely feedback to enhance operational decision-making. Our team specializes in financial statement audits, HUD audits, and retirement plan examinations.
Business Tax Services
We offer flat-fee business tax planning, entity selection, and compliance services for startups to established corporations. Our expertise includes multi-state tax strategies and succession planning. Clients benefit from proactive advice to minimize liabilities while ensuring adherence to evolving regulations.
Retirement Planning
Our retirement planning services cover defined benefit plans, 401(k)s, and estate strategies tailored to professionals. We balance technical expertise with personalized advice to optimize tax advantages. Clients receive customized solutions for long-term financial security and intergenerational wealth transfer.
Real Estate Advisory
With 60 years of expertise, we advise on tax-efficient real estate transactions, including purchases, financing, and sales. Our team analyzes deals to minimize tax consequences while maximizing investment returns. Services include financial reporting and ownership structuring for commercial and residential properties.
Professional Services
We cater to physicians, attorneys, and engineers with tailored tax and financial planning. Services include practice valuations, succession strategies, and internal control reviews. Our approach integrates life planning with business objectives, ensuring compliance and growth for high-net-worth professionals.
People
David Dolan
Partner
CPA with expertise in audits and reviews, David leads assurance services for manufacturing and nonprofit clients. He ensures compliance with GAAP standards and delivers strategic financial insights.
Mia Harenski
Partner
CPA specializing in audit engagements, Mia oversees complex reviews for technology and franchise businesses. Her focus is on regulatory compliance and enhancing client operational efficiency through data-driven recommendations.
Christopher Tutor
Partner
Real estate tax expert with decades of experience, Christopher advises clients on property transactions and tax optimization strategies. He ensures clients maximize returns while maintaining compliance with federal and state regulations.
Jim Swartout
Managing Partner
As Managing Partner, Jim oversees firm operations and strategic growth. He specializes in retirement plan administration and ensures the firm maintains AICPA membership standards through rigorous peer review participation.
Troy Faris
Partner
CPA serving professional clients, Troy focuses on tax planning for physicians and attorneys. He integrates personal and business financial strategies to minimize liabilities and support long-term wealth accumulation.
Questions
What accounting services do you offer?
We provide audits, reviews, tax planning, retirement strategies, and real estate advisory tailored to businesses and professionals.
How does your flat-fee billing work?
All fees are quoted upfront before engagements, ensuring transparent pricing without hourly charges for services rendered.
Do you serve specific industries?
Yes, we specialize in manufacturing, real estate, technology, nonprofits, and professional practices like medical and legal fields.
What retirement plans do you handle?
We manage defined benefit plans, 401(k)s, SEP IRAs, and 457(b) plans with tax-optimized strategies for professionals.
How do I prepare for tax season?
Use our tax organizer to gather W-2s, 1099s, bank statements, and loan documents for efficient preparation.
Are you involved in professional organizations?
We maintain active AICPA membership and participate in peer reviews to uphold industry-leading accounting standards.
