Business Details
We are a licensed Certified Public Accountant firm founded in 1997 and based in Laguna Beach, California. Our founder, Scott W. Holt, built this practice after years of experience working in public accounting for local and national CPA firms. We specialize in tax, financial, and management consulting services tailored to small to medium-sized businesses and high-net-worth individuals. Our team has served as part-time CFO for dozens of client companies, giving us deep, practical insight into operational financial challenges. We provide expert testimony in legal proceedings related to business valuations, tax matters, and fraud cases. Our firm holds active membership in the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
We uphold the highest professional accounting standards and adhere to all regulatory requirements set by state and national accounting boards. Our approach prioritizes understanding each clients full financial and personal circumstances, not just isolated tax or accounting tasks. We are committed to transparent communication, clear fee structures, and proactive guidance to help clients meet their long-term financial goals. Our high client retention and satisfaction rates reflect our dedication to delivering reliable, personalized accounting and consulting support. We also give back to our community through volunteer work focused on ocean conservation and scholarship programs for aspiring accounting professionals.
We uphold the highest professional accounting standards and adhere to all regulatory requirements set by state and national accounting boards. Our approach prioritizes understanding each clients full financial and personal circumstances, not just isolated tax or accounting tasks. We are committed to transparent communication, clear fee structures, and proactive guidance to help clients meet their long-term financial goals. Our high client retention and satisfaction rates reflect our dedication to delivering reliable, personalized accounting and consulting support. We also give back to our community through volunteer work focused on ocean conservation and scholarship programs for aspiring accounting professionals.
Highlights and features
- We have 29 years of specialized public accounting experience.
- Our founder has served as part-time CFO for numerous clients.
- We provide expert testimony in business valuation and fraud cases.
- Our firm holds membership in two leading CPA professional societies.
- We prioritize holistic financial management over isolated accounting tasks.
Services
Tax Preparation
We provide comprehensive tax planning and preparation services for individual clients, small to medium-sized businesses, and entities including partnerships, corporations, estates, and trusts. Our team stays up to date on all federal and state tax regulations to ensure accurate, compliant filings. Clients benefit from minimized tax liabilities and proactive strategies to support their long-term financial goals.
Tax Audit Representation
We represent individual and business clients during Internal Revenue Service and state tax audits to protect their interests. Our team has extensive experience navigating audit procedures and responding to examiner requests efficiently. Clients receive clear, transparent guidance throughout the process to resolve audit matters with minimal disruption to their operations or personal finances.
Litigation Support
We provide expert testimony and technical accounting assistance for legal proceedings involving business valuations, tax matters, and fraud cases. Our teams deep accounting expertise and experience with regulatory requirements allow us to deliver clear, credible evidence for trials, mediations, and arbitrations. Clients benefit from reliable, well-documented support that strengthens their position in legal disputes.
Bookkeeping and Accounting Services
We offer bookkeeping and accounting services tailored to small businesses and non-profit organizations to ensure accurate, up-to-date financial records. Our team handles day-to-day transaction tracking, reconciliations, and reporting to reduce administrative burden for clients. With our support, clients can focus on core operations while maintaining full visibility into their financial health.
Financial Statement Preparation
We prepare compiled and reviewed financial statements for individuals and businesses to meet reporting, lending, and internal decision-making needs. Our team follows all applicable accounting standards to ensure statements are accurate, fully disclosed, and compliant with regulatory requirements. Clients receive clear, reliable financial documentation that supports transparency with stakeholders and informed strategic planning.
