Here's what he has to say:

"I believe tax advice and planning is only good advice if it's good business and financial advice also. Therefore, I must know your business and you. I must understand your professional and personal objectives and goals. To accomplish this, I must work with you personally. Only then am I able to provide you and your business advice that works from both a tax and financial standpoint, and is consistent with your goals and plans.

I take a 'hands-on' approach. I use my staff (I prefer team) to support me, not replace me. All consultation and planning sessions will be with me personally.

We are, as a result, a 'boutique' firm. We serve selected quality clients who come to us by referral only.

Yet, despite this approach, we offer a 'world' of resources. Indeed, we have to. With our international expertise, we serve clients throughout the world! We have state-of-the-art computers and software; a wealth of research capabilities through our tax library; efficient and comfortable surroundings.

We have developed relationships with attorneys, financial experts, and other CPA's throughout San Diego County, Miami, Los Angeles, Mexico City, Tijuana, and Washington, D.C. We have access to trust and holding company resources in Switzerland, Isle of Man, Bermuda, Caymans, Great Britain, Belgium, Luxembourg, and Ireland.

I want my clients to view me as a resource. I want you to pick up the phone and call me first. If I can't help you, I'll find someone who can."