About Us

Our firm provides a comprehensive yet simple approach to bookkeeping, tax preparation, and accounting for individuals and their businesses.  We came to this business model through over 25 years of combined experience in taxation, bookkeeping and public accounting.  After working at CPA firms, both large and small, in Marin County, we identified the need to provide a higher level of service than that of traditional accounting firms.  After discussing and conducting research, we formulated a business model that approaches bookkeeping, tax preparation, and accounting as a mobile, all-inclusive service.  We discovered that our clients valued the service we delivered with a personal touch.  But, we also strive to produce the personalized, customizable services that they deserve.  Since then, we've combined our practices and have continued to expand our services through innovation and the use of new technologies as well s our outstanding customer service.