Business Details
47 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
We are a family-owned accounting firm dedicated to providing exceptional service and meaningful guidance to clients who demand superior business solutions. Our expertise spans income tax planning, tax return preparation, accounting, and business management, complemented by specialized services in asset management, retirement planning, and estate planning. Through a holistic approach and creative problem-solving, we address all aspects of our clients' financial lives while fostering a supportive environment for both clients and team members. Our team of professionals brings decades of experience and specialized knowledge in tax compliance and planning for individuals, partnerships, corporations, estates, and trusts.We serve a diverse clientele across industries including real estate, entertainment, construction, law, healthcare, and technology, offering tailored solutions that reflect our deep understanding of their unique needs. Our commitment to excellence is demonstrated through our focus on individual attention, continuous professional development, and maintaining the highest standards of ethical practice.
Services
Tax Planning
Business Management
Accounting
Financial Advising
Estate Planning
Retirement Planning
Audit Representation
Payroll Services
Asset Management
Real Estate Referral
Details
- Year established: 1979
Highlights and features
- We offer 45+ years of specialized tax expertise since 1979
- Our team includes award-winning CPAs with industry-specific knowledge
- We provide holistic financial planning across tax, retirement, and estate matters
- We serve niche industries with tailored business management solutions
- We maintain long-term client relationships through personalized attention
Services
Tax Planning
We develop comprehensive tax strategies to minimize liabilities while ensuring compliance with federal and state regulations. Our team stays current with evolving tax laws to provide proactive planning opportunities for individuals, businesses, and trusts. Clients benefit from customized solutions that integrate with their overall financial objectives.
Business Management
Our integrated business management system streamlines operations from start to finish. We offer strategic guidance on financial reporting, operational efficiency, and compliance matters. Clients receive tailored support that adapts to their specific industry requirements and growth objectives.
Accounting
We provide complete accounting services including monthly/quarterly financial statements and balance sheets. Our payroll solutions ensure accurate tax withholding and regulatory compliance. Clients gain clear visibility into their financial position through detailed, timely reporting.
Estate Planning
We collaborate with legal professionals to create effective estate plans that protect assets and fulfill client intentions. Services include will and trust preparation, tax-efficient transfer strategies, and updates to outdated plans.
Retirement Planning
Our professionals help clients develop retirement strategies that ensure financial independence. We analyze current assets, project future needs, and implement tax-advantaged solutions to achieve long-term security and lifestyle goals.
People
Dennis Duban
Founder & Chairman
Summa Cum Laude USC graduate and award-winning CPA with 45+ years of experience in tax compliance and planning for individuals, partnerships, and corporations.
David Wilcox
Director, Tax
Experienced tax professional specializing in strategic tax planning and compliance solutions for high-net-worth individuals and complex business structures.
Kevin Montgomery
New Business Development
Business development expert focused on connecting clients with tailored financial solutions and expanding the firm's network of industry partnerships.
Dominic Waechter
Accountant, CPA
Certified public accountant providing expert accounting and tax advisory services with specialization in corporate tax compliance and financial reporting.
Alfredo Cardenas
Accountant, CPA
Experienced CPA delivering comprehensive accounting solutions and tax planning strategies for small businesses and individual taxpayers.
Questions
What accounting services do you offer?
We provide full-cycle accounting services including financial statements, balance sheets, payroll processing, and business management solutions tailored to your specific needs.
Do you specialize in any particular industries?
We serve diverse industries including entertainment, real estate, healthcare, law, technology, and finance with specialized knowledge of their unique financial requirements.
How do you approach tax planning?
Our proactive tax planning considers current regulations and your financial goals to minimize liabilities while ensuring compliance with federal and state requirements.
What estate planning services are available?
We collaborate with legal professionals to create wills, trusts, and tax-efficient wealth transfer strategies that protect your assets and intentions.
Can you assist with retirement planning?
Our retirement specialists develop personalized strategies to ensure financial security, considering tax implications and long-term lifestyle goals.
How do you handle audit representation?
Our CPAs work directly with tax authorities to resolve audits efficiently, leveraging our expertise to achieve favorable outcomes for clients.
