Our goal is to provide clients with the best service available at a competitive price in each of our specialty practice areas. Our strategies for accomplishing this are:

• To provide services in the areas where we have the background, facilities and expertise to do a superior job
• To refer or collaborate with others on matters where the client's interests are best served by enlisting resources other than our own
• To make as much use as possible of current technology to produce work in an efficient, consistent manner
• To establish a flat fee or a fee budget and a delivery schedule for every assignment
• To test every office policy and procedure against the standard of whether it does (or does not) contribute to the quality of our client service

We are located in San Luis Obispo on California's beautiful central coast. We serve all local communities including San Luis Obispo, Arroyo Grande, Atascadero, Paso Robles and Santa Maria as well as clients from the Los Angeles and San Francisco metropolitan areas. We also serve clients in other states and countries to assist with business or estate administration issues arising in our local area.

We are rated "AV" (highest) by the national law firm directory, Martindale-Hubbell. According to a recent letter from Martindale, "The AV rating, which identifies a lawyer with very high to preeminent legal ability, is a reflection of your expertise, experience, integrity and overall professional excellence. Our ratings, established by attorneys for attorneys, clearly indicate you demonstrate the highest professional and ethical standards."

Although we are proud of such ratings from our peers, the reviews we value the most come from our clients. Nearly all of our new assignments come from existing clients and their accounting firms, financial advisors and other law offices, and client service is our number one priority.