Ryan received his BS in Accounting from Chapman University. He also has his Master of Business in Taxation from USC.
He has practiced in Orange County since college and wrote the curriculum for UCI's Accounting Cert. which he currently teaches for and is on the board of.
While still practicing as a CPA, he founded & seeded a successful start-up company.
Prior to launching the firm, Ryan was a Senior Manager with a top 10 west region CPA firm.
Please don't hesitate to call for a free initial consultation. We also offer a free prior year tax return review.
Office: (949) 825-7036
Direct: (949) 698-3485
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 and has a comprehensive grasp in the area of R&D.
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.
Dennis has a well rounded consulting background from his tenure dealing with matters pertaining to technical aspects of M&A/Systems Integration, Networks, IT, ERP Systems, Systems Analysis, and Executive Decision Support roles. Dennis offers middle market companies a wealth of experience in advisory.
Sandy has a wealth of experience in Taxation with prior experience working for a top 100 CPA firm. Sandy is an integral part of the preparation of many of our tax filings.
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.
Kristin and Lindsey share the front office administrative needs. They are the first to greet our clients both in person and on the phone, and always with a smile and can do attitude.
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
Monday - Friday: 9am - 5pm
Saturday: By appointment