Our team is made up of experienced accountants who are experts in their respective fields. We have a team of tax professionals and accounting and business experts who are committed to providing exceptional services to our clients.
You’ve heard the saying: “There are only two certainties in life—death and taxes.”
But let’s talk about two more things that are just as true:
Here’s the truth: if you don’t have an ongoing relationship with your tax professional—someone who knows you, understands your business, and proactively helps you plan—then you’re likely leaving money on the table. Your tax outcome should never be a surprise. It should be something you strategically plan for throughout the year. And that only happens when your CPA is a true partner—someone who checks in, understands your goals, and helps you make smart decisions long before tax season.
If you want to pay less in taxes, you need more than a once-a-year transaction. You need a tax advisor who walks alongside you—throughout the year, not just in April.
We believe in real relationships. We get to know you, your business, and your goals so we can help you make informed, tax-smart decisions every step of the way.
Shellsea is a licensed CPA who received a Bachelor of Science in Business Administration and Accounting, from California State University, San Marcos. She has dedicated her life to helping people of all backgrounds succeed financially with a focus on bringing financial literacy to the educational sector and those in need. She volunteers her time on the Board of Directors of a local Non-profit and currently lives in Oceanside with her husband Daniel, who also works in tax. In her free time, you can find her outside in the garden, doing projects at home, and enjoying time at the beach. Shellsea has worked in public accounting in both tax and audit at a top 100 regional CPA firm in Southern California, accounting for small businesses at public firms in San Diego and has worked at a variety of private local businesses doing tax, accounting and business services.
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