Back to top

About Us

About Our Firm

Our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.

Our Team

Bruce Nuttall, CPA, Partner

714-630-0440 ext. 150 CPA, Quickbooks ProAdvisor

Tapan Patel, CPA, Partner

714-630-0440 ext. 120 Masters in Accounting
CPA, ACA, Quickbooks Online ProAdvisor

Donna Kenner, CPA

(714) 630-0440 ext. 170 CPA

Joanna Pancer, Senior Bookkeeper

714-630-0440 ext. 180

Kristen Constantino, Bookkeeper

714-630-0440 ext. 220

LeAnn Jennings, Office Manager

714-630-0440 ext. 240

Karen Lake, Office assistant

714-630-0440 ext. 100