Industries Served
Industries Served
Industries Served
Legal
We work with attorneys and their clients to review cases, prepare reports for Federal and State courts, provide expert testimony, and advise on the taxation components of settlements. We also work with attorneys to provide financial, tax, and due diligence strategy for many types of transactions.
We work with attorneys and their clients to review cases, prepare reports for Federal and State courts, provide expert testimony, and advise on the taxation components of settlements. We also work with attorneys to provide financial, tax, and due diligence strategy for many types of transactions.
Businesses and Their Owners
We work with individual and business clients in many industries to maximize their profits, help them grow their investments in their companies, and solve their problems.
Some of these industries are:
- Manufacturing
- Wholesale/distribution
- Professional services, other services
- Real estate and construction
- Escrow, title and mortgage
- Medical
- Retail
- Marketing
- Online retailers
- Food processing
- Entertainment
- Electronics/technical
- Franchising
- Environmental
- Cosmetics
Memberships
Our professionals are involved in numerous organizations, including:
- American Institute of Certified Public Accountants, Member
- Arts Orange County, Past Treasurer
- Association of Certified Fraud Examiners, Member
- California Society of Certified Public Accountants, Member
- CEO University, Member
- Chron's and Colitis Foundation, Member
- Collaboration of Professional Women, Member
- CSCPA Litigation Services Committee, Member – Economic Damages Section
- CSCPA Litigation Services Committee, Member – Fraud Section
- Financial Planning Association, Member
- Forensic Expert Witness Association, State of California Past President
- J. Reuben Clark Law Society, Chief Financial Advisor
- Marriott School of Management, Senior Alumni Board Member
- National Association of Certified Valuation Analysts (NACVA), Member
- National Charity League
- Orange County Management Association, Past President
- Orange County CPA Litigation Services Committee, Member
- Orange County Bar Association, Litigation Section, Associate Member
- Orange County Bar Association, Tax Section, Associate Member
- Orange County Bar Association, Trust and Estate Section, Associate Member
- Provisors, Member
- Segerstrom Center For The Arts, Business Leadership Committee
- United Way, Toqueville Society, Member
- Women’s Presidents Organization, Member
