Helping business owners confidently build their organizations with strategic financial insights and knowledge.

We have been with RBTK for over 20 years. During that time they have become an integral part of our team. With the ever-changing business environment, we are fortunate to have them on our side.

We feel very lucky to have found RBTK and they have become a key strategic partner for our business. One specific example is the suggestion that Lorie Keller made to change our business to an S-Corp. The tax savings I received paid for my son’s college tuition this year.

When we switched from a big CPA firm to RBTK a few years ago it was because we wanted the best CPA’s without getting lost in the “big pond”. Kevin and Ashlynn have been nothing short of incredible – we know they care and their work is the best in San Diego.

In the early 1980s as a start-up company we were introduced to the CPA firm known as RBTK. With great confidence we continue to grow and expand our operations knowing RBTK is on board with their reliability, expertise, knowledge and attention to detail.

As a professional advisor to business owners and high net worth families I have the opportunity to collaborate with many other advisors in the legal, tax and financial categories. I consider it a privilege to work with the staff at RBTK as they demonstrate a true concern for my clients while thinking outside of the box to help resolve challenges. Their ability to truly collaborate and work with me on a strategic level is unparalleled in my experience and I have never had a dissatisfied client when they are part of the process.

We want to let you know how much RBTK means to our company when it comes to providing the utmost professional service in handling our Audited Financials each year. The accuracy and thoughtfulness of your reports, along with financial advice, is above and beyond our expectations. Your staff is by far the most respectful and honest group around and we feel well protected knowing that the reports will be accurate and correct.

The RBTK team has provided Corelation with outstanding strategic business guidance, tax preparation, and audit services for many years. Scott Trendel is an exceptionally competent and responsive business partner we trust and rely on. He is always accessible for questions regarding the interpretation of technical accounting standards and with his guidance, I am confident our rapidly growing software development and professional services company is continually compliant with GAAP and best accounting practices. I have worked with a wide variety of large and regional CPA firms during my 30-year career and can confidently state the value for the quality of services provided by RBTK exceeds all of them.

Herman Construction has been working with RBTK since mid-2017 and they have been a tremendous asset to our company. Highly knowledgeable, easily accessible, and extremely professional, we have grown to rely on their expertise. We are thankful for the service and advice we have received over the last 3 years and would highly recommend RBTK.