Business Details
33 Years
experience
Trusted Accounting & Tax Services in Lake Forest, CA
Since 1993, we have provided comprehensive tax, accounting, and consulting services to individuals and businesses, primarily in Southern California, with clients nationwide. Our team of CPAs began their careers at Big 4 accounting firms and bring over 30 combined years of experience, holding advanced degrees in taxation and certifications in financial planning. We specialize in serving diverse industries, offering expertise in all aspects of taxation, from individual returns to corporate financial statements.Our mission is to support clients through every stage of life and business, delivering high-quality services at reasonable prices while building long-term relationships grounded in ethics and professional conduct. We prioritize personalized service, combining technical expertise with proactive financial strategies to meet each client's unique needs. Our fiduciary duty to clients drives our commitment to transparency, accuracy, and exceeding expectations in every engagement.
Services
Tax Preparation
Financial Planning
Bookkeeping Services
Estate Planning
Forensic Accounting
Details
- Year established: 1993
Highlights and features
- We have over 30 combined years of experience in tax and accounting services.
- Our team includes CPAs with advanced degrees in taxation and CFP certifications.
- We specialize in industry-specific solutions for construction, hospitality, and law firms.
- We prioritize personalized service with a fiduciary duty to client interests.
- We combine Big 4 accounting expertise with small-firm responsiveness.
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team stays current with tax law changes to maximize deductions and credits while minimizing liabilities. Clients benefit from strategic planning that integrates tax considerations with broader financial goals.
Financial Planning
Our financial planning services help clients achieve long-term goals through retirement strategies, investment analysis, and risk assessment. We create customized plans that adapt to life changes while coordinating with tax and estate planning needs. The process includes budget analysis and retirement income distribution strategies.
Bookkeeping Services
We offer full-cycle bookkeeping services including cash flow management, financial reporting, and internal controls implementation. Our systems ensure accurate record-keeping for small businesses, with customized solutions for budget forecasting and profitability analysis. Services integrate with tax compliance and business advisory functions.
Estate Planning
Our estate planning services include asset allocation, trust administration, and tax strategy development. We help clients create plans that reflect their wishes while minimizing tax burdens through coordinated gift tax and succession planning strategies for families and business owners.
Forensic Accounting
We conduct forensic accounting investigations to detect financial discrepancies, analyze bookkeeping systems, and quantify losses from fraud or embezzlement. Our services include records reconstruction, insurance claim analysis, and development of fraud prevention procedures for businesses and legal proceedings.
People
Marilyn Blank
Founder & Managing Principal
CPA with 30+ years of experience, former Deloitte & Touche professional, MST and CFP credentials. Specializes in tax and financial planning for individuals and businesses.
Andrea Scarbrough
Tax Principal
CPA with 25+ years of experience, specializes in multi-state tax compliance and private equity consulting. Former PwC professional with expertise in complex tax matters.
Pauline Tomaiko
Senior Manager - Tax & Accounting
CPA with decade-long experience handling tax returns and accounting projects for diverse entities while focusing on client relationship management and service excellence.
Geri Ferger
Tax Manager
EA with extensive audit experience at KPMG, specializes in resolving IRS and state tax authority issues while providing advocacy for special needs community.
Chantel Salas
Supervisor
Accounting professional with seven years of experience managing tax preparation and consulting for small businesses while pursuing CPA certification.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, tax compliance, business advisory, and CFO services tailored to small businesses.
Do you specialize in any industries?
Yes, we specialize in construction, hospitality, law firms, manufacturers, and real estate industries.
Can you help with personal financial planning?
Yes, we offer retirement planning, estate planning, tax strategies, and investment analysis for individuals.
Are you available for urgent tax matters?
We prioritize timely service and offer consultations to address urgent tax or accounting concerns.
What sets you apart from other accounting firms?
Our combination of Big 4 experience, industry specialization, and personalized client relationships distinguishes us.
