Business Details
35 Years
experience
Your Trusted Accounting Partner in Woodland Hills & Santa Monica, CA
Established in 1991, our firm was founded by two former Ernst & Young professionals who combined decades of industry expertise to create a client-focused accounting practice. We specialize in delivering tailored financial solutions to individuals and businesses across diverse sectors, including real estate, healthcare, and entertainment. Our approach emphasizes proactive advisory services, ensuring clients receive strategic guidance aligned with evolving regulatory and market conditions. With offices in Woodland Hills and Santa Monica, we serve Southern California and beyond, maintaining a commitment to technical excellence and personalized service.Our team of seasoned CPAs and financial specialists brings over 70 years of collective experience to address complex tax, accounting, and business management challenges. We prioritize long-term client relationships, demonstrated by our high retention rate and reputation as trusted advisors. Our mission centers on helping clients achieve financial stability today while strategically planning for future growth and succession. Through continuous education and adherence to industry standards, we ensure our services remain at the forefront of accounting innovation and compliance.
Services
Tax Management
Accounting Services
Business Management
Audits & Reviews
Estate Planning
Financial Projections
IRS Representation
QuickBooks Support
Payroll Services
Business Valuation
Details
- Year established: 1991
Highlights and features
- We offer 30+ years of combined experience from former Ernst & Young professionals.
- Our team provides tailored solutions for high net worth individuals and businesses.
- We specialize in complex tax and accounting services for diverse industries.
- Our proactive advisory approach prevents financial issues before they arise.
- We maintain long-term client relationships through transparent communication and results.
Services
Tax Management Services
Our Tax Management Services optimize financial opportunities through strategic planning and compliance. We minimize liabilities while maximizing cash flow for individuals and businesses. Our expertise in evolving tax laws ensures clients receive accurate, forward-looking guidance tailored to their specific industry needs.
Accounting Services
We provide comprehensive accounting solutions from bookkeeping to financial statement preparation. Our services ensure accurate record-keeping and actionable insights for businesses at all growth stages. Specialized support includes payroll processing and corporate tax planning.
Business Management Services
Our Business Management Services handle day-to-day financial operations, allowing clients to focus on core activities. We offer customized solutions for bill payment, banking, and strategic business decision-making across multiple industries.
Audits & Reviews
We conduct audits, reviews, and compilations to verify financial accuracy and regulatory compliance. Our assurance services enhance decision-making through objective analysis of accounting procedures and internal controls for businesses of all sizes.
Estate Planning
Our Estate Planning services minimize tax liabilities while ensuring smooth asset transfer. We help clients create comprehensive plans for personal and business succession, addressing complex tax implications for beneficiaries.
People
David Haskell
Senior Partner
David Haskell, CPA, co-founder with 30+ years of experience, specializes in tax and business advisory services. He holds an MBA from UCLA and previously worked at Arthur Young & Company.
Gregory J. Davis
Senior Partner
Gregory J. Davis, CPA, co-founder with expertise in financial planning and business management. He holds a PFS designation from AICPA and has over 30 years of experience in tax advisory.
Shannon Deck
Managing Partner
Shannon Deck, CPA, MST, leads the Woodland Hills office. She specializes in taxation for high net worth families and complex partnership law with 15+ years of industry experience.
Amalya Sargsyan
Senior Accountant
Amalya Sargsyan, MBA, provides tax and accounting services for entertainment industry clients. She has 7+ years of experience and is pursuing CPA certification in 2023.
Ximeng Zhang
Staff Accountant
Ximeng Zhang, CPA, specializes in tax preparation for foreign clients. She has 10+ years of experience and speaks fluent Mandarin to assist international business needs.
Questions
What accounting services do you offer?
We provide tax planning, audits, financial reporting, business management, and estate planning services tailored to individual and business needs.
How are you different from other accounting firms?
Our proactive approach combines 30+ years of experience with personalized service, focusing on long-term client relationships and industry-specific expertise.
Do you offer online resources?
Yes, our website provides downloadable tax forms, financial calculators, and industry news to support your financial decision-making process.
Which industries do you specialize in?
We serve real estate, healthcare, entertainment, aerospace, financial services, and professional services sectors with tailored accounting solutions.
