History & Philosophy

The firm began in Healdsburg, California in 1960, adding a second office in Blue Ash, Ohio in 2022.  Although the players have changed over the decades, and we now have offices straddling the country, we remain committed to providing a consistently high level of service and value to our clients.

It’s easy to miss the forest for the trees.    Everything in your tax and financial world is interconnected and best examined as a whole.  Because of this, our service model is based on integrated services.  We do not have separate accounting, tax, and consulting divisions.  We get to know you, understand your objectives, and make sure that all of the guidance we provide works towards those ends.

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We are generalists, serving the needs of everyone from the simplest to the most complex of individual situations, to trusts, and to small and medium sized businesses.

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