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.
Thomas A. Reid, CPA, JD - Thomas A. Reid is the director of the firm's income and estate planning, compliance and dispute resolution practice. His industry experience includes representing clients in the service industries, real estate development, construction, manufacturing, retail and wholesale operations. He has been in practice since 1977. A graduate of San Diego State University and the University of San Diego School of Law, he is a licensed CPA and Attorney certified in California as a specialist in taxation Law. He is a member of the AICPA Taxation Section and San Diego County Bar tax and estate planning sections.
Edmond Sahm, CPA - Edmond Sahm has specialized in financial accounting, consulting and tax advisory services since 1977. His expertise includes mergers and acquisitions, employee benefit plans, strategic planning and reviews of organizational structure and operations. He has provided tax compliance and advisory services to businesses and individuals in matters such as business formation and dissolution, conversions and tax planning. His experience includes services to manufacturing, technology, wholesale and construction companies. Mr. Sahm received his Bachelor of Science from the University of Utah in 1976, graduating Magna Cum Laude.
Dale Isaacs, CPA, MS - Dale Isaacs has been a tax specialist since 1983, with expertise in the technical areas of individual and corporate tax planning, closely held businesses, and state taxation. Her practice focuses primarily on retirement planning, regular, AMT and capital gains tax management, estate tax planning, and general financial consulting to high net worth individuals of all ages, and business owners with sophisticated tax needs. She has experience in a variety of industries including food and beverage establishments, retail, computer hardware/software, real estate, medical, and other personal service providers. Ms. Isaacs completed her undergraduate studies in 1980 with a Bachelor of Business Administration from Cleveland State University and in 1987 acquired a Master of Science (accounting/taxation) from San Diego State University.
John R. Schmelzlen, CPA - John R. Schmelzlen has specialized in tax, financial accounting and consulting services since 1979. His expertise includes business and individual tax planning, Employee Benefit Plan audits, new business advisory services, and stategic planning. He has experience in various industries including high technology, manufacturing, restaurant, professional services, retail, wholesale, real estate and construction. Mr. Schmelzlen received his Bachelor of Science from San Diego State University in 1979.