1968 S. Coast Highway, Ste 525, Laguna Beach, CA 92651
714-767-2357
800-288-9334

RESOURCES

We have a large portfolio of Third-Party Companies and Entities that we can make available to you at incredibly reasonable and competitive rates due to our business relationship with them

ACCOUNTANTS / CPA’S

We have a number of Accounting Firms and CPA’s that can effectively handle your various personal and business financial tasks, based on your needs and geographical area. They strictly follow accounting rules set by the Securities and Exchange Commission (SEC) as well as the Generally Accepted Accounting Principles (GAAP). They specialize in performing numerous financial tasks, from P&L Statements, Balance Sheets, Tax Audits and Management Consulting to Business Planning, Mergers, Acquisitions and Forensic Accounting.

ARCHITECTS / ENGINEERS / CONTRACTORS

We have a number of integrated architecture, engineering, contracting, design, planning and consulting firms that will provide you with a variety of services locally and internationally, based on your needs and geographical area. Their services encompass all aspects of Architectural, Engineering and Contracting Projects, from a ‘piece of dirt’ to ‘turnkey’ and from ‘buildings and interiors’ to ‘landscape and parking lots’.

BANKING / LENDING

We have a number of Financial Institutions as well as Independent Loan Officers that we work with that we can recommend to you, based on your needs and geographical location. They cover a plethora of Loans and Financial Services, from Investments and DDA Accounts to all kinds of Commercial and Business Loans, including SBA.

PAYROLL / TAX /COMPLIANCE / BENEFIT ADMINISTRATION

We will refer you to our contact at Automated Data Processing, Inc., commonly known as ADP, the industry-leading online payroll and Human Resources Solutions, plus Tax, Compliance, Benefits Administration and much more, who will service and support your business needs.

REAL ESTATE

We have a number of Realtors that we work with that we can recommend to you, based on your needs and geographical location. They cover buying and selling Single as well as Multi-Unit Residential and Commercial Properties in California and throughout the country.

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CONTACT US

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If you don’t see a particular or specific service that you would like to have or explore, please contact us at your earliest possible convenience, as we are happy to provide you with a customized quote for your special project, based on your needs and financial situation. The nature and the specifics of your request, along with your business location, will determine our fee. We look forward to working with you to meet or possibly exceed your business needs.