Our Company

There is strength in numbers.  We believe that two heads are better than one, so we work diligently at offices based in Fresno, CA and Denver, CO to provide effective, knowledgeable services to our clients in both areas.  We do more than just get the numbers right: we work together to achieve more than compliance, charting a course designed to meet our clients’ objectives.   The old adage that “the numbers tell the tale” attests to our ability to earn clients’ trust and deliver timely results.  How do you know we’ve got your number?  Here’s how.

We have visited farms and family businesses to close the books at month-end.

We have developed a new tax strategy to implement a more efficient way to save our client tax dollars.

We have represented clients in IRS tax audits that have resulted in successful outcomes saving clients thousands of dollars.

We have attended board meetings to suggest more efficient accounting procedures and ways to strengthen internal controls.

We have trained internal staff to administer tax credit programs at a lower fee than what is charged by third party consultants.

We have coordinated a step-by-step process with family and attorneys to finalize important estate matters after the death of a family member.

These real life scenarios prove there is strength in numbers.  We approach our clients’ problems with the same sense of urgency as if they were our own.  We are conscientious in our efforts to deliver value to our clients. We understand that the benefits of our services must outweigh the costs.