• Bright sun shining over rolling hills with sparse green vegetation and scattered clouds in a clear blue sky.

    Do one thing today that will make tomorrow better

    We believe by supporting strong individuals, families, small businesses and engaged nonprofit organizations, our region will achieve its highest potential. 

  • A grassy hill under a blue sky with scattered white clouds.

    Service Above Self

    To be of service to one's community, colleagues, and family has driven nearly every action and decision of our personal and professional development.   

  • A hiker standing on a mountain ridge at sunrise, with colorful mist-shrouded mountain ranges in the distance.

    Transformative Change Agents

    We deliver tailored, actionable, and effective solutions enabling dynamic clients to transform our world.

  • A clear blue sky with the sun shining brightly above a calm ocean, with small clouds near the horizon and gentle waves at the shoreline.

    Always Curious, Never Judgmental

    When partnered with a qualified accountant - a trusted business advisor- individuals, families, and businesses will thrive by orders of magnitude over their peers. 

A man with glasses and a beard smiling outdoors, wearing a suit jacket and a pin on his lapel.
A woman smiling outdoors with sunlight on her face and brown hair, wearing a black shirt, a necklace, and an olive green jacket, against a blurred background of a chain-link fence and trees under a blue sky.

  • Founder & CEO
    Fellow - National Tax Practice Institute
    QuickBooks ProAdvisor

    Hailing from a rural Midwest farming family, J. arrived at the Presidio of Monterey in 2001.  Formerly an Arabic language student at the Defense Language Institute Foreign Language Center and Veteran of the United States Army, J., his wife Elisabeth, and their two brilliant children, have made the California Central Coast their home. 

    J. actively supports various boards and nonprofits. J. serves on the board of the Ventana Wildlife Society and is an avid rider with American Legion Riders Chapter 31. J. has served as Chair for AMP Public Media, Board Treasurer for The Rotary Club of Monterey and Defense Language Institute Foundation, and has served on the MPC and MPUSD Citizens Bond Oversight and Facilities Advisory Committees and the boards of the Monterey and Marina Chambers of Commerce. J. is active in the Masonic community as a Past Master of Monterey Masonic Lodge and is regularly found enjoying the camaraderie and wellness activities of the Pacheco Club of Monterey.

  • Director of Client Relations
    Assistant to the Executive Officer
    QuickBooks ProAdvisor
    Intuit Tax Academy Level 2

    Vanessa grew up in the California Central Valley and moved to the Monterey area with her husband in 2019, to bask in the cooler temperatures and enjoy the salty ocean breeze. She is a mother to two amazing boys and three adorable dogs. Vanessa, a dedicated and devoted mother and partner, is an avid reader, casual runner, dedicated dog-walker, and enthusiastic yogi.

    A fierce advocate for our clients, and a true genius in managing our operations, Vanessa is a vital member of our team. Vanessa’s brilliant personality and empathic demeanor ensure our clients needs are at the forefront of every engagement.

“Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has.”

— Margaret Mead