Business Details
50+ Years
experience
Your Trusted Accounting Partner in Costa Mesa
Our firm has been serving clients in Costa Mesa, California since 1956, combining decades of accounting expertise with personalized service. We maintain a three-fold focus on professionalism, individualized attention, and unwavering commitment to excellence. Our team of experienced CPAs delivers tailored financial solutions for business owners, executives, and independent professionals. We stay current with evolving regulations and financial strategies to protect our clients' interests. Each client receives dedicated support from a specialized team that prioritizes timely, efficient service.Our reputation for consistent quality has made us a trusted choice for generations of clients. We emphasize proactive tax planning and strategic business guidance to maximize financial outcomes. Our local market knowledge helps businesses navigate Orange County's unique economic landscape. We maintain high standards through continuous professional development and client-focused innovation.
Services
Tax Preparation
Estate Planning
Small Business Accounting
QuickBooks Services
Tax Planning
Audits Reviews Compilations
Strategic Business Planning
Succession Planning
New Business Formation
Non-Profit Services
Details
- Year established: 1956
Highlights and features
- We have 60+ years of accounting experience serving Costa Mesa clients
- Our dedicated CPA teams provide personalized financial solutions
- We combine technical expertise with local market knowledge
- We offer comprehensive services from tax planning to business accounting
- Our commitment to excellence has earned multi-generational client trust
What people say
Professional and responsive
Quality service
Personal and professional attention
Helped generations of clients
Known for quality service
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of business and individual tax returns. We identify all available deductions and credits while maintaining compliance with current tax regulations. Our experienced CPAs review returns for potential issues and provide strategic recommendations to optimize tax outcomes.
Estate Planning
We help clients create comprehensive estate plans that address asset distribution, tax minimization, and family protection. Our services include wills, trusts, probate avoidance strategies, and tax-efficient wealth transfer planning tailored to individual circumstances.
Small Business Accounting
We provide complete accounting solutions for small businesses including bank reconciliation, financial statement preparation, general ledger maintenance, and customized reporting. Our services help business owners maintain accurate financial records while focusing on growth opportunities.
QuickBooks Services
Our QuickBooks experts offer setup, customization, training, and ongoing support for businesses using QuickBooks software. We ensure proper implementation, provide staff training, and maintain system accuracy for optimal financial management.
Tax Planning
We develop proactive tax planning strategies to minimize tax liabilities while maintaining compliance. Our services include income deferral strategies, tax-efficient investment planning, and business tax optimization to maximize after-tax income for individuals and businesses.
People
Doug Thomas
CPA
Doug Thomas brings extensive accounting expertise to our firm, specializing in tax and financial planning services for business owners and individuals.
Paul Cannon
CPA
Paul Cannon focuses on business accounting and strategic planning, helping clients develop financial strategies that support long-term business growth and stability.
Lorilee Roberson-Grace
CPA
Lorilee Roberson-Grace specializes in estate planning and individual tax services, providing personalized solutions that address clients' unique financial circumstances.
Margaret Sun
CPA
Margaret Sun offers expertise in non-profit accounting and business tax planning, helping organizations maintain compliance while achieving financial objectives.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bank reconciliation, financial statements, general ledger maintenance, payroll processing, and tax planning services.
Do you help with QuickBooks setup and training?
Yes, we offer comprehensive QuickBooks setup, customization, staff training, and ongoing support to optimize your accounting processes.
What estate planning services are available?
Our estate planning services include wills, trusts, tax return preparation, probate avoidance strategies, and asset distribution planning.
How do you handle tax preparation for individuals?
We provide complete tax consultation, preparation, and filing services with electronic filing options and personalized tax-saving recommendations.
What makes your firm different from other accounting firms?
We combine 60+ years of local experience with personalized service, maintaining dedicated client teams and proactive financial guidance.
Do you work with non-profit organizations?
Yes, we offer specialized accounting services for non-profits including compliance, grant reporting, and financial management.
