Your Trusted Mortgage & Tax Professional Since 2002

Helping clients in California and beyond navigate loans, home financing, and taxes with clarity and confidence.

PTIN PO3235012

About Sidney

20+ years of experience, Los Angeles location, and ability to serve clients on-site, remote, or hybrid.

"I work to match you with the best financing options available for your situation, while making the process smooth and transparent."

Mortgage Services:

Purchase Loans
Refinance Loans
Investment Property Loans
FHA, VA, Conventional Loans (Loan Approval adn terms are subject to credit approval, underwriting, and lender guidelines.)

Mortgage Services:

Personal Tax Preparations
Business Tax Filing
IRS Representation
Tax Planning (We do not provide legal advice. Please consult with your attorney for legal matters.)

Frequently Asked Questions

What services does your accounting firm offer?

We offer a range of services including tax preparation, bookkeeping, financial planning, audit and assurance, and consulting. Whether you need help with personal or business finances, our team is equipped to assist you with professional and tailored solutions.

How can I schedule a consultation with your firm?

You can schedule a consultation by visiting our website and using the “Book a Consultation” button. Alternatively, you can call us directly at (714) 697-6777 or email us at [email protected] to arrange an appointment at a time that suits you.

What are your fees for accounting services?

Our fees vary depending on the complexity and scope of the services required. We offer transparent pricing and provide a detailed estimate after assessing your specific needs. For a personalized quote, please contact us directly.

How do you ensure the confidentiality of my financial information?

We prioritize your privacy and adhere to strict confidentiality policies. All financial information is securely stored and accessed only by authorized personnel. Our firm complies with all relevant data protection regulations to safeguard your information.

What qualifications and experience do your accountants have?

Our team consists of certified public accountants (CPAs) and experienced financial professionals with extensive industry knowledge. Each member of our team holds relevant qualifications and has a proven track record in providing high-quality accounting services.