About Us

Founded in 1959, our family owned firm has been providing services to residents of Southern California for over sixty years. We continue to provide services to many of our clients as they move throughout the United States, and in some cases other countries.

With three generations of Berkleys currently involved, we take great pride in that almost every project we work on is prepared or reviewed by a family owner before it leaves our office. Currently our Enrolled Agent and CTEC tax return preparers have over seventy years of combined tax preparation experience.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced traning, technical experience, and financial acumen. Our continual investment of time and resources in professional continuing education, state of the art computer technology, and extensive business relationships is indicative of our commitment to excellence.

We hope you enjoy your visit to our website and find the information contained on it useful. We welcome any comments or suggestions you may have.

Feel free to contact the office anytime. We're here to help.