Serving San Diego and Los Angeles

Minimize Your Tax Liability and Plan for the Future

I know you put a lot of time into your work or business—so let’s protect your earnings

Income Tax and Retirement Planning is Important for your Financial Future. It’s not just about the numbers, I want to get to know you and your business.


Let’s Plan and minimize your tax bill.
So there will not be any Surprises;
This includes review and Negotiation of Business contracts.



Businesses-Partnerships Corporations
IRS Audit Representation



I can assist you with your goals;
Perhaps you want to purchase a business
Or retire by a certain date



Financial Future Planning With A Free Consultation

Make your free initial appointment today.

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    About Shirley

    BA in Economics and an MBA with an emphasis in accounting. Over 5 years of experience in Corporate Banking, Loans and Financial Analysis; Notable experience with real estate transactions, investments and hard money lending. Over 25 years of experience assisting individuals with finances, income tax & retirement planning. For Businesses, assistance with management review and contract pricing negotiations. Assist you with the understanding of the tax laws associated with your business entity of choice. It is not just about the numbers; I want to get to know you or your business

    Learn More About Taxes and Your Financial Future 858-335-7402

    Call To Plan Your Financial Future With a CPA

    Learn More About Taxes and Your Financial Future 858-335-7402