
| Goals
of the practice I have chosen quality over quantity. After all, service is what I provide. I need to keep my practice small enough so I can give personal attention to my existing clients. My next goal is to gain my clients trust and contidence. I want them to feel that I am here for them as a confidant looking out for them. My practice is well established. I spent the last ten years building my practice. Now, I wish to improve the quality of services provided. What separates my practice ![]() Location- beautiful downtown La Jolla Availablility-quick response and personal attention and I love to answer the phone. Is our practice unique? It's the individuals that make the practice unique. Myself and my staff Education & prevention In todays world of specialization and information overload nobody has all the answers. Therefore, clients must rely on professionals such as myself. Clients call daily for those "simple questions". It is my job to answer those questions. A well informed client is a happy client. Tax planning is the most obvious source for prevention and asset protection. Individual - any changes that occur during the year should be discussed, ie: marriage, divorce, sale of home, newjob etc... Business- a good accounting system lets the owner monitor their profitability and ther tax situation. Long term concerns Individuals: asset preservation Estate and inheritance planning Accounting system full proof Tax compliance Mission Statement I am dedicated to providing our clients with high quality, timely service. Advancements Tax legalization annual changes Information such as internet and CD's Software |