9665 Granite Ridge Drive
Suite 600
San Diego, CA 92123
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Phone: 858-627-1400
Toll Free: 866-234-6775
Fax: 858-627-1401
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Our Focus
San Diego is home to professionals serving public and private companies in a variety of industries, including construction and real estate, health care, manufacturing and distribution, not-for-profit, and technology and life sciences. In addition to traditional assurance services such as financial statement audits and reviews, we provide audit and other attest services relating to employee benefit plans, NIH grant compliance, and specified energy property. Our tax specialists are recognized as leaders in both the corporate and closely-held arenas. They have a long history of work in certain specialty areas, including international business formation and cross border transaction, alternative energy tax credits, and section 382 ownership changes. We provide a variety of more specialized consulting services, including SAS 70 control reports, royalty compliance services, and cost segregation studies. Our full-service wealth services and wealth management practice is geared towards Business Owner Succession Services (BOSS), real estate, and financial planning and wealth management.
We are active members of more than 17 regional trade association memberships, allowing us to contribute to the growth of business and industry in the region through board memberships, event sponsorships, and program development. Through our office donation-matching program we give back to the community, matching individual contributions to support our personnel’s philanthropic passion in San Diego. Our strong volunteer committee organizes events with an impact throughout the year for our professionals, their families, and their friends to support.
San Diego is known for its active lifestyle, and our professionals live up to that standard. People from our office compete in a variety of community activities, such as a championship soccer team, a beach volleyball team, and a San Diego Rock‘N’ Roll Marathon relay team.