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- Bob Abelson, CPA
Bob is a CPA, in practice over 30 years. While his background includes many years of business consulting, he currently emphasizes income tax planning and income tax preparation for small to medium size businesses (corporations, partnerships, & LLC’s), and high-income individuals.
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- Bob Abelson
- Commercial and residential real estate (appraisals and consulting) throughout Southern California. Experience includes real estate forensic research, expert witness testimony, litigation support and the valuation of partial interests and trust deeds. Properties appraised include retail, restaurants, apartments, office, industrial, hotels, motels, commercial and residential land, auto dealerships, preschools, golf courses, ... Read More
- Elizabeth Acosta
- Accounting and Tax Return Preparation for individuals and trusts, court accountings. Read More
- Kathleen Adams
Estate planning concepts are analyzed and explored for all financial planning clients.
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- Bruce Attig
- Doing basic planning for my investment clients. Read More
- Peter W. Ballas
Representation of businesses undergoing a sale and use, employment (independent contractor v. employee characterization), or Los AngelesCity business tax audit. Consulting on both California and multi-state sales and use tax matters.
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- Martin Bauer, III, CPA, CFP
Financial and estate planning and implementation
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- Joe Baratta
USPAP Appraisals for Southern CA trust officers, attorneys and family fiduciaries, as well as valuations for private consignors.
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- Jean Beasley
Estate Planning, Probate, Trust Settlement and Administration
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