About Us

 
 

Our firm strives to help our medical, dental, and orthodontic clients achieve financial security by managing their businesses effectively, legally minimizing and planning for their tax obligations, and building wealth through long-term accumulation. We help our clients manage their practices by providing financial statements and other information in a format which is understandable and meaningful. We monitor clients' tax situations throughout the year, so their taxes can be anticipated and, where possible, reduced. We provide a flexible service approach, tailored to each client's unique needs.

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Our Office —
965 University Ave Ste 150
Sacramento, Ca 95825
(707) 449-8194