TAX, BUSINESS ADVISORY, & ACCOUNTING SERVICES LEADER
Ryan received his BS in Accounting from Chapman University. He also has his Master of Business in Taxation from USC.
Ryan is a California Certified Public Accountant (CPA) and a Certified Kingdom Advisor (CKA)
Prior to launching the firm, Ryan was a Tax Senior Manager with a top 10 west region CPA firm providing Tax, Accounting, and Business Advisory Services. Ryan served clients throughout Southern California through multiple offices.
Prior to working for the regional firm, Ryan was the Tax Managing Director of a Private Client Tax Services practice in Irvine for almost 10 years.
Throughout his career, Ryan has trained and mentored dozens of interns and staff to be successful in their careers. Many of these accountants went on to take management positions at the top 4 International CPA and Regional CPA Firms.
Ryan began his career in tax at the age of 16 working for a tax firm in the Inland Empire that offered CRM/AIS Implementation, Tax, and Accounting Services.
Please don't hesitate to call for a free initial consultation and prior year tax return review.
Phone: (949) 825-7036
BUSINESS AND INDIVIDUAL INCOME TAX PRACTICE
Alan is a seasoned tax professional. Prior to joining the team, Alan worked for one of the largest tax firms in the country. Prior to working in public accounting and tax, Alan was an engineer for a Fortune 500 Company.
ADVANCED TRUST PLANNING, COMPLIANCE, & ADMINISTRATION, PRIVATE CLIENT SERVICES
Chuck is a Private Client advisor and performs planning and consulting for our clients on advanced Estate, Gift, and Trust Taxation. Chuck began his career at the IRS and has built up and sold multiple CPA practices throughout his career. His experience includes building and operating one of the largest specialized trust practices in the United States.
SPECIALTY TAX CREDITS - REAL ESTATE COST SEGREGATION STUDIES
Mark performs the firm's cost segregation studies for our clients, especially Real Estate Professionals. Mark is highly regarded for his studies. Mark's work allows for substantial depreciation deductions from his analysis on engagements.
Lori has a wealth of experience in taxation and accounting/bookkeeping with over 25 years of experience. Lori is an integral part of the preparation of many of our tax filings and assists with the quality control of our accounting and bookkeeping services.
ACCOUNTING SERVICES MANAGER
Steve's main focus is on our clients' write up accounting and bookkeeping needs. He has a wealth of knowledge using various AIS systems such as QuickBooks, EPICOR, and Xero.
CLIENT CONCIERGE SERVICES LEADER
ASSISTANT TO RYAN BOURQUE, CPA
Celina brings an invaluable wealth of client service and administrative experience with a career prior to Bourque CPAs + Business Advisors at a top 10 West Region Firm (Aldrich Services, Formerly AKT).
Celina helps to manage the day to day of firm operations. Celina is committed to a concierge level of client service and follow up.
Hannah is the friendly face that greets our clients both in person and on the phone in our main office in Irvine. Hannah has the joy of scanning all of our data so the team can serve firm clients. We couldn't do it without her.
DEAL REVIEW AND CONTRACT SPECIALIST
David is the firm's council. David assists in the drafting and review of firm contracts and M&A deals and assists our firm's Business Advisors in navigating the legal complexities of serving as a corporate officer for clients.
Please reach out to us above or give us a call at the number below.
5151 California Ave, Suite 100, Irvine, California 92617, United States
Main (949) 825-7036
Monday - Friday: 9am - 5pm
Saturday: By appointment