HISTORY
We were established in 2001 and have been California-certified tax preparers with 30+ years of experience.
Charles Bohmfalk
Charles was an attorney in the Boston area for 22 years before moving to beautiful Southern California. He has been doing all US and ex-pat tax prep and legal document preparation for over 30 years. He has an excellent knowledge base and conceptual understanding of what is, what used to be and the ongoing changes to tax codes.
Adah Siganoff
Adah Siganoff started her career in the financial services field in 1981 and is NASD/FINRA licensed 6, 63, 7 & 24 with experience inside operations and outside sales in many aspects of the investment industry. She has the ability to translate investment terminology about products and concepts into “plain English” so clients can be comfortable about making intelligent choices.