Our Mission Statement is to provide you the client reliable and accurate tax preparation and bookkeeping services. To make sure your taxes is done right and get you all the necessary deductions you are legal deserve, accurately honest and integrity that, Say it all.


We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

My name is James Iphie, my training and expertise in taxation come from working with H & R Block in past years of 1997 to 2001. For over 20 years. Since then, have been practicing and working as a tax professional.

My professional designation is with the Federal Income taxes with the (IRS) California Tax Education Council (CTEC) and Enrolled Agent Special Enrollment examination.

  • Certified ProAdvisor in QuickBooks online and Desktop.
  • Certificate on Bookkeeping.
  • Members and Organization that I belong to National Association of Tax Professional (NATP)
  • American Institute of Professional Bookkeepers (AIPB)