THE FIRM:

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Our firm specializes in the tax and financial service needs of individuals and their businesses. The firm generally works with individual and business owners that have $50,000 to $10,000,000 in income with various tax and accounting issues. A detailed description of our services may be found in the (Services section).

Many of the firm's business clients utilize Quickbooks, and we are able to assist those businesses maintain accurate records by having an expertise with their software.

The firm has six full time employees that can assist clients with issues ranging from City business licenses to sales taxes, payroll taxes, Quickbooks, and income taxes. We can also review retirement plan options.

THE OWNERS

Teena A. Takata is a CPA, and has been in public accounting since 1978, when she graduated from California State University, Northridge with a Bachelors in Business Administration. She also graduated from the University of Southern California, with a Masters in Business Taxation in 1984.

Teena is registered as a Quickbooks ProAdvisor, Advanced level. This certification requires annual tests in Quickbooks proficiency and periodic exams for the additional Advanced Certification.

Deborah J. Marzalek is licensed by the Internal Revenue Service as an Enrolled Agent and has worked in the accounting field for over twenty years. As an enrolled agent, like a CPA or attorney, she is able to represent any client or entity for any tax matter with any office of the Internal Revenue Service. 

Deborah has an extensive individual and business tax practice.  She works with individuals and small businesses, assisting with their bookkeeping and tax compliance issues.

Debbie is registered as a Quickbooks ProAdvisor, Advanced level. This certification requires annual tests in Quickbooks proficiency and periodic exams for the additional Advanced Certification.