Business Details
13 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in San Diego
Founded in 2013, our firm has built a reputation for delivering expert accounting and tax advisory services tailored to small and medium-sized businesses. With over a decade of experience in accounting, finance, and strategic tax planning, we specialize in helping clients optimize financial outcomes while navigating complex regulatory landscapes. Our team combines deep technical expertise with a personalized approach, offering support for business growth, tax compliance, and operational efficiency.We serve clients across multiple states, maintaining CPA licenses in both Arizona and California to ensure localized expertise with national reach. Our commitment to proactive planning and client education empowers business owners to make informed financial decisions that align with long-term goals.
Services
Accounting
Tax Advisory
Business Advisory
QuickBooks Support
Tax Strategy
Details
- Year established: 2013
Highlights and features
- We offer 10+ years of specialized tax planning expertise
- Our team provides personalized QuickBooks and Xero software support
- We serve clients across multiple states with localized knowledge
- We guarantee proactive tax compliance and deduction optimization
- Our advisory services focus on measurable business growth strategies
Associations and certifications
- CPA (Arizona)
- CPA (California)
Services
Accounting
Our accounting services provide small businesses with comprehensive financial management solutions. We specialize in QuickBooks and Xero software implementation, bookkeeping, and financial reporting. Our team ensures accurate record-keeping and real-time financial insights to support data-driven decision-making for growing businesses.
Tax Advisory
We offer strategic tax planning services focused on maximizing deductions and credits for businesses and individuals. Our expertise includes year-round tax optimization, compliance with federal and state regulations, and proactive planning to minimize liabilities while supporting long-term financial goals.
Business Advisory
Our advisory services help businesses scale through analytical approaches to financial management. We focus on enterprise value drivers, operational efficiency improvements, and strategic planning to address growth challenges while maintaining financial stability and regulatory compliance.
QuickBooks Support
We provide specialized implementation and ongoing support for QuickBooks accounting software. Our services include system setup, workflow optimization, and training to help businesses maximize their accounting software capabilities for improved financial management.
Tax Strategy
Our tax strategy services focus on long-term financial optimization through proactive planning. We help clients navigate complex tax codes, implement compliance frameworks, and develop strategies to reduce tax burdens while supporting business growth objectives.
People
Brian Pry
CPA, Owner
Brian Pry has over 10 years of experience in accounting and tax planning. He founded the Arizona-based CPA firm in 2013 and now serves clients from San Diego, California. His expertise includes strategic tax planning, business growth advisory, and QuickBooks/Xero implementation for small businesses.
Questions
What accounting software do you support?
We specialize in QuickBooks and Xero support for small businesses.
Do you offer tax planning for out-of-state businesses?
Yes, we serve clients across multiple states with CPA licenses in Arizona and California.
What tax deadlines should I be aware of?
Key deadlines include 3/15 for S-Corporations, 4/15 for individuals, and 9/15 for partnerships.
How do you handle business growth advisory?
We use analytical approaches to improve enterprise value while addressing growth challenges.
Can you help with estimated tax payments?
Yes, we provide guidance for quarterly estimated tax planning and documentation.
