CPAs & Trusted Advisors

About us

We are a CPA firm located in Southern California specializing in tax, consulting and business advisory services for business owners, entrepreneurs and individuals. Sounds the same as every other CPA firm, right? So who are we and why choose us? We’re a young, but experienced CPA firm. We specialize in tax, consulting and business advisory services. Our clients are small, closely held businesses, entrepreneurs, executives and individuals that are aiming to achieve a high net worth status. Our clients have entrepreneurial and life goals, and we want to help you achieve as many as possible.

We work as a team with our clients, because when our clients succeed, we succeed. Taxes and business are not simple, they are complex they require knowledge, insight and expertise from an array of professionals. That is why we want to work and grow together with you, providing a comprehensive array of professional services for both business and personal success.



You need someone who is going to help you maximize your savings and see opportunities that perhaps you or a basic tax preparer won’t see.


Proactive business consulting and expertise in your corner


Empower entrepreneurial success by integrating business growth and advisory services

Virtual Meetings Available

"I found Natalie through one of my business contacts. She was so helpful to me when I was looking to apply for PPP, and she made doing my taxes a breeze! I have done my own taxes for years, never again. Natalie is my "go-to gal" Thank you!"
- Jamie A.