We are a full-service Certified Public Accounting firm licensed in the state of California.
James T. Loftus, Partner, CPA, MS Tax
Jim has been in public accounting since 1972. He specializes in business, real estate, personal and estate planning. Jim leverages tax strategies to promote business and personal tax planning to help his clients achieve their goals. Jim graduated from California State University Long Beach in 1972 with a degree in Accounting and Golden Gate University in 1994 with a Masters of Science in Taxation.
Kirk J. Davey, Partner, CPA, MS Tax
Kirk has been a CPA since 1984, after graduating from California State University Long Beach. He also holds a Masters of Science in Taxation degree from Golden Gate University. Kirk's specialty is helping small business with a wide range of consulting, planning, accounting, tax and QuickBooks issues.
