We work with you on a personal level to determine the best solutions for your unique needs. We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve. Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles





Our front office staff are the first faces you’ll see (or hear) when visiting our office.







Michele, an Enrolled Agent, prepares individual and business entity returns and oversees bookkeeping and payroll services, and California BRE inspections and reviews. A CSUF alumni, she’s been on staff over 15 years. She frequently speaks on behalf of IRS at local EDD payroll seminars and assists Claudia in presenting continuing education classes for various tax topics.





Our CPA specializes in tax and accounting services. A CSUF alumni, Claudia has been in public accounting for 30 years and founded the firm in 1991. Claudia is a frequent speaker at continuing education events for other tax preparers throughout California and Nevada.