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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.

  • Interim CFO and Controller outsource

  • Financial due diligence and quality of earnings reviews

  • Accounting as a Service (AaaS) to provide flexible finance resources 

  • Tax preparation, planning, and ITIN application

  • Estate Tax Planning

  • New Immigrants Tax Planning

  • Financial modeling and analytics

  • Financial statement preparation (GAAP and IFRS)

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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:

  • Agreed-upon procedures (AUP)

  • Financial statement audits

  • Service organization control (SOC) audits

    • Inclusive of both SOC 1 and SOC 2 attestation engagements​

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.

  • Cybersecurity and data privacy advisory

  • SOC 1 and SOC 2 readiness assistance

  • Risk assessments

  • Process and controls design, implementation, and testing

  • Accounting and IT policies review and implementation

  • IT internal and third-party vendor risk management

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Contact Us

13217 Jamboree Rd, Ste 307, Tustin, CA 92782

949.423.6386

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