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Our main focus is to provide cost-effective, value-added and pro-active input to save taxes.

We are a full service accounting firm located in beautiful Monterey, CA specializing in accounting, tax and consulting services and we are confident we can provide you with services that would exceed your expectations. With a staff that has over 15 years of experience dealing with all types of income tax returns, bookkeeping and payroll we are happy and proud to provide high quality, accurate and affordable services.

We are reliable, knowledgeable, and professional. We are proud to offer a full range of services to individual and business clients. Because our accounting practice is local, clients benefit by getting personalized, quality service, but we also have clients all over the country and we are able to work remotely when needed.

Our main job is to provide value to your income tax return by maximizing your tax refunds and minimizing your tax liability. We are always happy to explain in detail how we can help you save money. Reporting data in a tax return is the easy part, but what really adds value to your tax return is tax planning. Therefore, allow us to help you navigate the complicated world of income taxes by making sure you are headed in the right direction. 

“Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes" - Benjamin Franklin

About The Firm: About Me
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