We are your financial partners.

Personal & Business Financial Services You Can Trust.

What we do:

  • Our team of experienced and knowledgeable accountants can handle everything from bookkeeping and payroll to tax preparation and financial planning. We're committed to providing our clients with the highest quality of service and support, so you can focus on what you do best: running your business or living your life.

  • We offer comprehensive corporate strategic financial planning services to help businesses of all sizes achieve their financial goals. Our team of experienced and knowledgeable financial planners will work with you to develop a customized plan that takes into account your unique business needs and goals.

  • We offer comprehensive corporate and individual tax services to help you minimize your tax liability and maximize your financial well-being. Our team of experienced and knowledgeable tax professionals can handle all your tax needs, from tax preparation and filing to tax planning and tax audit representation.

  • Our team of experienced bookkeepers can handle all your bookkeeping needs, from recording transactions to reconciling accounts to preparing financial statements. Helping businesses of all sizes stay organized and financially compliant.

  • Creating and sticking to a budget can be challenging, especially for busy business owners and individuals. That's where we come in. We offer comprehensive budgeting services to help you create a realistic budget that works for you and your financial goals.

  • Our team of experienced tax professionals can help you choose the right business structure for your needs, develop a tax planning strategy, and implement tax-saving strategies. We can also help you with tax compliance and tax audit representation.

  • Our team of experienced CFOs can help you with all aspects of financial management, from budgeting and forecasting to strategic planning and investment analysis. Whether you're a small business owner who doesn't have the time or resources to manage your own finances, or a larger company that needs additional financial support, we can help.

  • General ledger (GL) analysis services can help you gain valuable insights into your financial performance. Our team of experienced GL analysts can help you identify trends, patterns, and anomalies in your GL data. We can also help you develop financial reports and dashboards that provide you with the information you need to make informed business decisions.

David Sampayo, CPA, EA

About our founder:

David Sampayo is a Certified Public Accountant (CPA) with over 10 years of experience in the accounting and tax industry. He specializes in helping small businesses and individuals with their accounting, tax preparation, and financial planning needs.

David is a member of the American Institute of CPAs (AICPA) and the California Society of CPAs (CSCPA). He is also a licensed Enrolled Agent (EA), which allows him to represent clients before the Internal Revenue Service (IRS).

David is passionate about helping his clients achieve their financial goals. He is known for his attention to detail, his responsiveness, and his commitment to providing his clients with the highest quality of service.