We Take a Team Approach to Your Business Needs

At RBTK you get the support of all the partners, not just the partner who manages your account. We believe that when we work together as a collective with our clients, we offer superior service, with no gaps and better client outcomes.

Strategic Planning & Guidance


Our goal is to make a significant impact in helping our clients achieve their personal, family, business and financial goals.


Our approach is to take a deep dive with our clients and ascertain and align their business, personal, estate and financial objectives so they can achieve their life goals.


Our methodology is to take the time to understand our client’s values and desired outcomes and then we map out how these will impact all aspects of their business, family and financial lives.

We assist our clients in many areas of business management - much more than just your average CPA firm.

Examples of some of our strategic services include:

  • Business succession planning
  • Business strategic planning
  • Profitability analysis
  • Analysis of elective Organization structure
  • Business sale and acquisition
  • Building business value
  • Transaction analysis and structuring
  • Income tax planning and analysis
  • Estate planning
  • Client based management
  • Analysis of asset acquisition options
  • Multi-State Taxation

Financial Reporting

With almost 40 years of experience servicing clients throughout Southern California, we have built a strong reputation with banks, insurance companies and regulatory agencies. We affirm that reporting requirements are met and that your financial information is relevant, reliable and consistent.

As your trusted business advisors, we assist you in identifying and uncovering opportunities and options for improving business processes, procedures and controls through our auditing, review and compilation services.


Auditing Services

Provide a thorough examination of a company’s financial statements ensuring its financial statements are in accordance with reporting principals and are fairly presented. Planning and risk assessment, on-site internal controls testing and substantive procedures enable us to offer suggestions for improving the efficiency and profitability of your business.


Review services

These are less exhaustive than an audit. We perform inquiry and analytical procedures on financial statements to determine if they conform with accounting and reporting principles. While this service does not provide an opinion on the financial statements, it does provide limited assurance to users of the statements. Performing these procedures also enables us to offer suggestions for improving the efficiency and profitability of your business.


Compilation services

This is the most basic level of service we provide with respect to financial reporting. We present information in the form of financial statements that are the representation of management, without expressing any opinion or assurance regarding them.

Tax Services

Tax planning and preparation allows for maximized financial opportunities and savings. We offer strategic tax planning and preparation by implementing current tax laws and regulations to your benefit.


Tax Planning

An essential step on the path to financial growth. Our firm is proactive with our clients ensuring financial success due to our innovative strategies and recommendations based on the industry. With year-round involvement, we ensure that our clients experience little to no surprises during tax season.


Tax Preparation

We have significant experience in fulfilling tax filing requirements and tax authority representation in accordance with current legislation and tax laws. We provide our clients with considerable tax savings and avoidance of tax liabilities.

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