Advisory, Tax, and Other

Mergers and Acquisitions


There are many components and considerations involved with the purchasing, selling, and/or joining of companies. Our firm can facilitate strategic merger and acquisition processes for businesses of varying types and sizes.  We will assist and guide you every step of the way with regards to risk management, deal structure, negotiations, due diligence, and developing exit strategies.

Due Diligence


The purchase or sale of a company is a huge undertaking that must be methodical in approach.  Thorough research and analysis of business valuation, financial performance, growth projections, asset valuation, intellectual property, contractual agreements, potential threats, and overall business standing and reputation are key.  Let our team give you peace of mind by helping you develop and complete an individualized due diligence checklist tailored to your specific needs.

CFO Services


The benefits of hiring professional financial guidance for a growing business are invaluable.  We offer part time CFO services, working closely with business owners to more effectively manage their accounting and finance departments.  In addition to the basic day to day duties, we focus on detailed planning and proactive strategies for business longevity and success.  As experts in financial management, our certified accountants can help you unlock your company’s potential.

Tax Planning


In addition to tax return preparation, we offer tax planning services in order to proactively maximize your income with tax saving strategies.  Our highly trained accountants know the ins and outs of tax rules and regulations.  We provide comprehensive tax assessments for individuals and businesses in order to develop a customized tax plan that will ultimately reduce your overall financial obligations and increase your assets.  

Tax Preparation and Compliance


Navigating the countless and constantly changing tax laws can be a daunting task.  Ease the stress this tax season by entrusting one of our certified CPAs to prepare your tax returns (income, payroll, and sales).  We offer services at a competitive fee to individuals, businesses, partnerships, trusts, and estates. 

Audit Representation


The threat of an IRS audit evokes fear in many American taxpayers.  Audits can be time consuming, confusing and intimidating for individuals who lack comprehensive knowledge on tax law.  The value of having an expert CPA on your side can't be underestimated.  Our accountants have experience working with IRS auditors.  We can gather and prepare the correct documentation for your audit and communicate with IRS representatives on your behalf, ensuring a smooth process.  We take the worry and hassel out of the audit experience for our clients.  

Agreed Upon Procedures


In times when you require a focused review on a specified area versus a full financial audit or review, performing agreed upon procedures may be ideal for your organization.  Agreed upon procedures provide independent verification of information to users within the organization or third parties (i.e. banks, investors).

Budgeting and Forecasting


These two proactive processes are essential for business vitality and should be reviewed and updated on a regular basis.  Let our team ensure you are on the right track with our budgeting and forecasting services.  We will apply our expertise and experience combined with an understanding of your individual business’s dynamic and specific market trends in order to help you maintain optimal cash flow levels.  

Financial Statement Preparation


Financial statement preparation can serve as an important business tool for both internal and external users. Under AR-C Section 70 of the AICPA, we can assist in preparing financial statements using the records, documents, explanations, and other information provided by management.



In addition to basic training on QuickBooks and Excel, we offer more hands on assistance with the day to day financial operations of your business, from a basic tune-up to periodic maintenance or full service bookkeeping.  A CPA from our firm will consult with you to determine your goals/needs, perform a comprehensive review of your bookkeeping and develop a strategy to optimize financial performance. 

Training and Education


We offer CPE (continuing professional education) for accountants and MCLE (minimum continuing legal education) for attorneys. We can also provide general training on QuickBooks and Excel.

Notarial Acts / Mobile Notary


There are many types of documents that require notarization by a commissioned notary public including power of attorney, deed of trust, bill of sale, sworn statements, plea forms, contracts, compliance agreements, beneficiary documents, and more.  We provide convenient, professional, and timely mobile notary services to clients in the San Fernando Valley, downtown Los Angeles, and surrounding areas. 

We have experience and expertise in a wide range of other related services. Please reach out via our Contact Us page to see how else we may be of service.

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