Our computerized office and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price. Annual participation in Continuing Professional Education Courses keeps our firm on the leading edge of ever-changing tax laws. Visit the Services area of our site to learn more about the many tax services available to individuals and businesses. Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail along with directions to our office. Feel free to contact the office anytime. We're here to help.
Craig Froley, CRTP Registered Tax Preparer
Pamela J. Zedick, CFP®, CRTP Registered Tax Preparer
Originally from the Pittsburgh suburbs, Pam has spent the last several decades making Southern California her home.
After a 25 year career in corporate finance, Pam transitioned to personal financial and tax planning in 2003 and discovered that this was her true passion. In addition to earning the CFP®, she is also a California Registered Tax Preparer. Pam also holds both a BS in Accounting and an MBA from The University of Pittsburgh. email@example.com
David L. McGuire, Enrolled Agent
After having spent over 20 years as an institutional relationship manager for firms such as Putnam Investments, Alliance Bernstein and JP Morgan, David transitioned to personal financial, tax and estate planning in 2014.
In addition to being an Enrolled Agent, David holds degrees from Fairfield University, Harvard University, and Boston University. David is originally from Manhasset, NY, and in 2016 he relocated from the Boston area to Southern California fulfilling a life long dream and goal of living here. firstname.lastname@example.org