Our Practice

• Estate and Trust Taxes
• Trust Administration
• Trustee Support
• Business Valuations
• Tax and Gift Planning

We enjoy working as a team with other professionals.  

• If you are an attorney, we know you are in charge, but we can help with the numbers, and we can take care of all of the time consuming trust administration details. 
• If you are a CPA or tax professional, trust accounting and taxation is a narrow specialty, and your client will thank you for bringing in a specialist.  We will make you look good, and we will not attempt to take over your clients. 
• If you are a financial advisor, we understand the value the long term relationships and planning with your clients, and we will do everything we can to honor that relationship.

• Estate Planning Council of Riverside County
• Charitable Gift Planners of Inland Southern California
• California Society of CPAs Estate Planning Committee
• American Institute of Certified Public Accountants  Forensic and Valuation Services Section and Tax Section