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.
Individual Tax
Estate and Trusts
Business Tax
Cost Segregation
Tax Consulting and Planning
Credits and Incentives
Non-profit Tax
Personal Property Tax
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M. Ellen Lucciola Director of Tax 770-308-2726 EMAIL > |
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Marsha Placencia Director of Audit 714-972-5928 EMAIL > |
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.
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Jim Summers Director of Family Office 714-972-5906 EMAIL > |
Accounting & Bookkeeping
Bill Pay Services
Payroll Filings
Trust Accounting
CFO Services
Budgets and Projects
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John Hughes Senior Manager 770-308-2744 EMAIL > |