Firm Profile

Our Philosophy


We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.


Our Clients


Below is a partial listing of our current and former corporate clients.

Adobe Systems, Network Appliance, Industrial Wiper & Supply, Handspring, Tibco Finance Technology, Tibco Software, Scitor Corporation, CAT Technology, Clarity Systems, NetIQ Corporation, Intel, Electronic Arts, NetScaler Inc., Los Tigres Del Norte, BEST IQ Labs., Honeywell-Measurex, San Jose Magazine

In addition to our corporate clients, we also have numerous high-net worth individuals, partnerships, limited liability companies, trusts, and closely-held corporations in which we provide a variety of tax and consulting services.