Services

Frictionless Financial Advice

When your mission matters, finances are the last thing you want to worry about. Our services deliver the timely, trusted guidance, advice and support you need to seamlessly pursue your goals and achieve the results that give your work its greatest meaning.

Tax Services

Our tax preparation and planning services help you simplify the process so you can steward your resources in pursuit of your purpose. Our goal is to maximize planning opportunities to minimize taxes. Proactively planning is how we can help.

Individual Tax

Estate and Trusts

Business Tax

Cost Segregation

Tax Consulting and Planning

Credits and Incentives

Non-profit Tax

Personal Property Tax

M. Ellen Lucciola
Director of Tax
770-308-2726
EMAIL >

Audit and Assurance Services

Integrity, independence and objectivity are the pillars that govern audit and assurance services. When you need to demonstrate your organization’s financial position, review internal controls or provide other financial assurances, count on our team for support.

Financial Statements

Agreed-upon Procedure Engagements

Marsha Placencia
Director of Audit
714-972-5928
EMAIL >

Family Office Services

With great financial success comes great responsibility. We understand that families who are blessed financially can also carry a great burden to manage the fruits of their labor effectively and prudently. Our family office team walks alongside you and your family to mitigate financial distractions and uncertainty, thus allowing you to focus on what is most important to you, your mission and purpose.

Financial Advisory and Planning

Family Trust and Business Management

Administration

Jim Summers
Director of Family Office
714-972-5906
EMAIL >

Accounting Services

Accounting for your mission means more than just adding up the dollars and cents. It means balancing your organization’s financial needs with your organizational purpose – all while bringing meaning to your financial reporting. That’s why our accounting services blend intense attention to detail with a deep appreciation for your work to deliver the results you need.

Accounting & Bookkeeping

Bill Pay Services

Payroll Filings

Trust Accounting

CFO Services

Budgets and Projects

Jessy Adams
Supervisor of Client Accounting Services
770-308-2744
EMAIL >

Do What You Do Best

We help you achieve the financial results you need, so you can focus on the important work you are called to do.