The company specializes in assisting customers with year-round planning for tax, finance, investments, and other business needs. Before starting the business in 1983, Daniel worked in industry and other CPA firms for eleven years. He is a proud member of the American Institute of Certified Public Accountants (AICPA), the Tax Division and Information Technology Division of the AICPA, and the California Society of CPAs. He has previous experience as a board member on a foundation and chair of an audit committee for a non-profit organization. Their services include investment review, bookkeeping, financial statement planning and preparation, and estate and gift tax planning.