Our goal is to be a trustworthy financial resource for the community by providing income tax preparation and financial planning services at responsible prices.
Biography
Bret is a seasoned finance professional with 30 years of accounting and finance experience. He is a CPA licensed to practice by the state of California and has an MS in Taxation from SDSU and a BS in Business Administration from UC Riverside. He was born in Riverside (a third generation Riversider) and met his wife Tami at UC Riverside. They have two adult children. Bret is a master swimmer (USMS) and enjoys open water swimming.
Mission Statement
To provide trustworthy, professional, and friendly tax preparation and personal financial planning services at responsible prices.
