Our company is based on the belief that our customers' needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals.
We would welcome the opportunity to earn your trust and deliver you the best service in the industry.
Founder & CEO
Cozette M. White
Education: University of La Verne, MBA - 1996;
California State University, Dominguez Hills, B.S. - Business Administration: Accounting - 1990.
Licensed/Certified Income Tax Preparer in California - 1991.
CTEC Registered Tax Preparer (CRTP).
Certified Financial Planner - 1994.
Experience: For over 22 years, Cozette has provided auditing, taxation, accounting and financial accounting services for mature, sophisticated clients as well as start-up businesses and business acquisitions in various industries including manufacturing, wholesale, business services, investment management, leisure and retail.
Cozette's years of experience providing business consulting contributes to her unique ability to analyze and solve complex business problems and structures for various entities including, corporations, partnerships, and limited liability companies. She has concentrated her career in the areas of income, estate, gift and trust tax consulting and financial planning. She enjoys working with clients to create an overall income, estate and gift tax strategy to minimize transfer taxes and meet their personal financial planning goals and objectives.