Public Accounting Firms in Upland, California (San Bernardino County)

We provide an array of professional services which our clients can rely on to be unbiased and "fee-only." Yes, a professional services firm, NOT a financial institution selling financial products.

We look forward to providing you with specialized and customizable tax and bookkeeping services, including financial statement preparation. We also provide family office (business management)services.

Through our sister Registered Investment Advisory & Wealth Management firm we provide: financial planning and investment advice and portfolio management services. We provide all of our services in this company on a "fee-only" basis.

While we specialize in handling individuals and companies in the performing and creative arts (entertainment field), we also have specialized expertise providing services to those nearing or in retirement, including the affluent elderly. We are known for protecting our clients from Financial Elder Abuse. We also have a large number of widows, and divorcees who are clients.

Anyone with income tax planning and preparation and financial needs can benefit from our services.... See More