CPA Serving Professionals, Estates & Trusts
Athough our CPA tax and accounting offices have been in Westlake Village for over 40 years, we have clients all over the United States.
Our clients include a wide variety of professionals including physicians & dentists, entertainment, veterinarians, insurance and financial professionals. In addition, I act as a professional trustee and conservator for a wide variety of trusts. Currently our California clients are throughout the Los Angeles area, San Diego, the San Francisco Bay and the desert communities. Our clients are also located in Chicago, New York, Atlanta and Phoenix.
We're on Your Team
We only provide accounting services we don't sell you any products. We do work closely with you and your team of key advisors such as attorneys, bankers, financial advisors, insurance professionals and pension plan administrators to insure that your estate planning, financial planning, retirement planning and insurance needs are met.
Tax and Financial Resources on Our Website
On our website, you will find information about our firm, including our list of services. We have also provided you with online tools to assist in the tax process and financial decision-making. These include downloadable tax forms and publications, financial calculators, our monthly newsletter, daily accounting news updates and links to other useful sites.
We have two offices to serve you
Our main office
5743 Corsa Ave, Suite 102
Westlake Village, CA 91362
Our Second office
12400 Wilshire Blvd, 4th Floor
Los Angeles, CA 90025
You can also send us a message directly through the Contact page of this website.