Located at:
525 South Myrtle Avenue, Suite 210
In the beautiful city of
Monrovia, California 91016
626.359.7103CELEBRATING 25 YEARS IN BUSINESS! Thank you for visiting our Website. Our dedication to quality client service has brought us to the Internet as we endeavor to provide the highest quality professional service and guidance. We've designed this Website for you as a "one-stop shop" for many of your immediate financial questions and concerns. Our Website features the following pages, developed to keep you up-to-date and informed:
FIRM PROFILE- Visit this page to learn more about the firm's history, personnel & mission statement.
CLIENT SERVICES- Find out more about the wide range of services we offer and our various areas of expertise.
NEWSLETTER- Our online client newsletter is updated constantly and is an easy way to keep current on tax and financial matters.
FINANCIAL TOOLS- To refinance or not refinance? When can I retire? How much can I afford? These are just a few of the many questions that can be addressed with our helpful interactive financial calculators & tools.
LINKS- There are a lot of great Websites out there - if you can find them! Use this page to Link to some useful sites that we've found.
PRIVACY POLICY:CPA's are required by law to inform their clients of their policies regarding privacy of client information. CPA's have been, and continue to be, bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy. TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT: We collect nonpublic personal information about you that is provided to us by you or obtained by us from third parties with your authorization. Nowhere in this website will you be asked for any personal information. PARTIES TO WHOM WE DISCLOSE INFORMATION: For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared. PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS' INFORMATION: We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs, and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. In most cases, we retain files for a maximum of ten years, where after such information is shredded and discarded. This office does not retain, nor discard, originals. All original documentation is returned to the client. Any other sensitive material, not retained in our files, is also shredded and disposed of properly. Client privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
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