Business Details
50+ Years
experience
Expert Accounting & Tax Services in Southern California
Since 1948, RAMS has been a trusted partner for individuals and organizations seeking financial clarity and strategic growth. Our team of certified public accountants and advisors delivers tailored solutions in tax planning, auditing, and business advisory services, prioritizing client relationships and long-term success. With decades of collective experience, we combine technical expertise with personalized service to address complex financial challenges.As a Southern California-based firm, we serve diverse industries while maintaining a commitment to community leadership and professional excellence. Our membership in the Alliott Global Alliance ensures access to international resources, enhancing our ability to support clients in an evolving financial landscape.
Services
Accounting Services
Tax Planning
Virtual CFO
Audit Services
Estate Planning
Business Advisory
Management Services
International Tax
Retirement Planning
Mergers & Acquisitions
Details
- Year established: 1948
Highlights and features
- We have over 75 years of experience in accounting and advisory services.
- Our team consists of certified CPAs and advisors with industry-specific expertise.
- We offer a comprehensive suite of services tailored to individual and organizational needs.
- We provide cost-effective Virtual CFO solutions for strategic financial management.
- Our membership in the Alliott Global Alliance ensures international expertise and resources.
Associations and certifications
- Alliott Global Alliance
Services
Accounting Services
Our accounting services provide accurate financial reporting and strategic guidance for businesses and individuals. We handle complex accounting needs, software support, and compliance requirements, ensuring clarity and regulatory adherence. With tailored solutions, we help clients maintain financial stability and make informed business decisions.
Tax Planning
We offer comprehensive tax planning and compliance services to minimize liabilities while maximizing returns. Our specialists stay updated on evolving tax laws to provide strategic advice for individuals, businesses, and nonprofits. From preparation to audit representation, we ensure accurate and efficient tax management.
Virtual CFO
Our Virtual CFO service delivers strategic financial oversight without full-time costs. We provide budgeting, cash flow management, and risk assessment services to support business growth. This solution offers scalable expertise for organizations needing executive-level financial guidance on demand.
Audit Services
We conduct thorough audits to ensure financial accuracy and regulatory compliance. Our process includes planning, internal control evaluation, and substantive testing to identify risks and improve financial systems. Clients receive detailed reports and actionable recommendations for enhanced financial integrity.
Estate Planning
Our estate planning services help clients protect assets and minimize tax burdens. We assist with wills, trusts, and succession planning to ensure wealth is distributed according to client wishes. By addressing legal and financial complexities, we provide peace of mind for future generations.
People
Bradferd A. Welebir
Partner
Bradferd Welebir, CPA and CGMA, brings extensive auditing and advisory expertise to RAMS. With decades of experience, he specializes in delivering strategic financial solutions to businesses and organizations.
Brianna Schultz
Partner
Brianna Schultz, CPA and CGMA, focuses on tax compliance and advisory services. Her client-centric approach ensures tailored strategies that optimize financial outcomes while maintaining regulatory adherence.
Gardenya Duran
Partner
Gardenya Duran, CPA and CGMA, specializes in business advisory and audit services. Her analytical skills help clients navigate complex financial challenges and improve operational efficiency.
Jenny Liu
Partner
Jenny Liu, CPA and CGMA, provides expert tax planning and compliance solutions. Her technical knowledge supports individuals and businesses in achieving long-term financial goals.
Leena Shanbhag
Partner
Leena Shanbhag, CPA and CGMA, focuses on audit and assurance services. Her meticulous approach ensures accurate financial reporting and compliance for diverse organizations.
Questions
What accounting services does RAMS offer?
RAMS provides a full range of accounting services including tax planning, audits, virtual CFO support, estate planning, and business advisory tailored to individual and organizational needs.
How does RAMS support business growth?
We offer strategic financial guidance through services like virtual CFO support, business advisory, and tax optimization to help organizations improve profitability and long-term sustainability.
Is RAMS part of any professional networks?
Yes, we are members of the Alliott Global Alliance, providing access to international accounting resources and expertise for our clients.
What tax services are available?
Our tax services include compliance, planning, audit representation, and strategy development for individuals, businesses, and nonprofits to minimize liabilities and maximize returns.
