With nearly 30 years of accounting experience in various industries, Kerri is a detailed professional who understands the needs for precise and timely reporting. Kerri has been a California CPA since 1998 and is currently inactive.
We work with individual trustees, attorneys, and private professional fiduciaries to document the financial activities of a Trust, Estate, or Conservatorship. We are dedicated to providing our clients with accurate and easy to understand reporting.
Kara is a multi-faceted accounting and finance professional with over 30 years of experience in both service and manufacturing industries. Kara has been a California CPA since 1990 and is currently inactive.
24040 Camino Del Avion #E145, Dana Point, CA 92629
Open today | 09:00 am – 05:00 pm |
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