Our Services
Audit | Tax | Finance | IT Solutions
We deliver market leading innovative solutions with concierge service to exceed your expectations. We promote flexible solutions including "as a service" or subscription based offerings to meet your needs. Contact us for an initial consultation today.
Accounting, Tax, and Management Consulting
Supercharge your finance department
Our experts can provide a host of Finance, Tax and Accounting services.
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Interim CFO and Controller outsource
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Financial due diligence and quality of earnings reviews
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Accounting as a Service (AaaS) to provide flexible finance resources
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Tax preparation, planning, and ITIN application
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Estate Tax Planning
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New Immigrants Tax Planning
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Financial modeling and analytics
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Financial statement preparation (GAAP and IFRS)
Assurance Services
Tailored assurance services
Our accountancy corporation is able to provide a number of key assurance solutions. We offer assurance services leveraging our experienced resources.
Specifically, we are able to provide the following solutions:
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Agreed-upon procedures (AUP)
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Financial statement audits
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Service organization control (SOC) audits
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Inclusive of both SOC 1 and SOC 2 attestation engagements
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Risk and IT Advisory
Manage and mitigate risk
In today's fast paced and continuously changing environment, our experts can help you manage your company's risk.
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Cybersecurity and data privacy advisory
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SOC 1 and SOC 2 readiness assistance
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Risk assessments
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Process and controls design, implementation, and testing
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Accounting and IT policies review and implementation
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IT internal and third-party vendor risk management
Contact Us
13217 Jamboree Rd, Ste 307, Tustin, CA 92782
949.423.6386