Business Details
37 Years
experience
Your Trusted Partner for Accounting & Wealth Management Solutions
Since 1989, our firm has been dedicated to providing comprehensive tax, accounting, and wealth management solutions to individuals and businesses. Our team of experienced Certified Public Accountants prioritizes client relationships, delivering reliable and timely service while fostering a comfortable, client-focused environment. With specialized expertise in diverse industries, we combine over 80 years of collective experience to address complex financial needs.Our wealth management division, established in 1999, operates as a fee-based portfolio management firm committed to acting in clients' best interests through transparent, commission-free investment strategies. We maintain memberships in prestigious professional organizations, including the American Institute of Certified Public Accountants, while continuously adapting to evolving financial landscapes to serve Silicon Valley's dynamic community.
Services
Tax Preparation
Accounting Services
Wealth Management
Portfolio Management
Business Consulting
Details
- Year established: 1989
Highlights and features
- We offer 40+ years of public accounting experience across multiple industries
- Our fee-based investment advisory services eliminate commission conflicts of interest
- All advisors hold Registered Investment Advisor and CPA certifications
- We provide personalized service with deep local market expertise
- Our team maintains active memberships in premier accounting professional organizations
Associations and certifications
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Services
Tax Preparation
Our CPA team prepares individual and business tax returns while ensuring compliance with federal, state, and local regulations. We specialize in handling complex tax situations for S-Corporations, C-Corporations, partnerships, and high-net-worth individuals. With decades of experience in IRS and Franchise Tax Board matters, we provide strategic tax planning to minimize liabilities while maximizing legitimate deductions.
Accounting Services
We deliver comprehensive accounting solutions including bookkeeping, financial statement preparation, and payroll processing. Our services support businesses in maintaining accurate financial records and making informed operational decisions. With expertise spanning construction, healthcare, and professional services industries, we implement systems that improve financial efficiency and regulatory compliance for growing organizations.
Wealth Management
As Registered Investment Advisors, we create customized wealth management strategies focused on long-term financial goals. Our fee-based approach ensures complete transparency with no commission-driven product recommendations. We specialize in portfolio management for high-net-worth clients, combining tax-efficient strategies with risk-appropriate investment allocations to build and preserve family wealth across generations.
Portfolio Management
Our professional portfolio management service focuses on steady wealth accumulation through diversified investment strategies. We implement personalized asset allocation models based on individual risk tolerance and financial objectives. With over 20 years of market experience, we maintain disciplined investment processes while providing regular performance reporting and portfolio rebalancing to ensure alignment with evolving client needs.
Business Consulting
We provide strategic business consulting services covering entity selection, tax planning, and operational efficiency improvements. Our CPAs advise clients on financial structuring, cash flow management, and compliance matters across various industries. With specialized experience in dental, optometry, and restaurant sectors, we deliver actionable insights to enhance profitability and support sustainable business growth.
People
Bud Mine
Certified Public Accountant
With 40+ years of experience, Bud specializes in tax and accounting services for diverse industries. He holds the Personal Financial Specialist designation and actively contributes to professional accounting organizations.
Brent Mine
Certified Public Accountant
A Bay Area native, Brent provides accounting services with a focus on client relationships. He graduated from Cal Poly San Luis Obispo and maintains active membership in California accounting societies.
John Arao
Certified Public Accountant
John offers 35+ years of expertise in tax planning and business advisory services. He holds a Master of Science in Taxation and specializes in dental and optometry practice accounting.
Dania Salman
Office Manager
A San Jose native, Dania manages office operations with 11+ years of client service experience. She graduated Magna Cum Laude from Santa Clara University with a business degree.
Meghan Yoshioka
Accounting Specialist
Meghan brings 8 years of accounting experience, including family office work with high-net-worth clients. She holds dual degrees in business and accounting from Arizona State and National Universities.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, financial reporting, payroll processing, and tax compliance for small businesses across various industries.
Are you qualified to handle complex tax situations?
Yes, our CPAs have decades of experience with complex tax returns for high-net-worth individuals and businesses, including S-Corporations, partnerships, and estates.
How does your wealth management service work?
As Registered Investment Advisors, we create personalized investment strategies with transparent fee-based pricing, always acting in your best financial interest.
Do you specialize in any particular industries?
We have specialized expertise in dental practices, optometry offices, restaurants, construction, and professional service firms through decades of local experience.
