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A scenic view of Carmel Valley, in Monterey County of central California, with rolling hil
"What a team!  Thank you so much for all that you both do to make life easier and more secure."

Kim and Jesus, Hollister

"Thank you Jennifer and Lynn for your kindness.  We are happy to find a new accountant after our trusted accountant retired!"

Robin and Cheri, Carmel Valley

"Thanks so much, Jennifer, for your quick and professional advice.  First time with a CPA, and it could not have been easier!"

John and Diane, Carmel

As a boutique Certified Public Accounting Firm, we pride ourselves on personal service catering to both individuals and businesses.

Our Services

We have built an excellent reputation taking care of a wide variety of tax and accounting needs for our valued clients. Whether you need assistance with tax filings or something more complex, check out our list of specialties and get in touch to find out why so many individuals and businesses rely on us to manage their finances.

Individuals and business owners can reduce tax liability with focused planning.  We work with clients providing tax projection services that are catered specifically to your needs. 

We understand how time consuming accounting concerns can be, and they all require personalized and detail-oriented attention. We specialize in a wide range of accounting, payroll, and bookkeeping areas and can handle financial issues quickly and efficiently.

As a business owner, it can be difficult to keep track of tax related obligations. We keep up-to-date on the latest regulations to ensure you are remaining compliant. 

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