The firm offers services in financial accounting and auditing, tax planning and preparation, financial planning and investments, and business support services.  The firm is a member of the American Institute of Certified Public Accountants as well as being a member of the peer review section of that organization to ensure that we maintain the highest quality of service.

Ron Klingensmith is a graduate of San Diego State University with a B.S. in Business Administration (Accounting) and is a CPA licensed in California.  He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Ron specializes in Family Wealth Preservation and Tax Planning, and has several securities and insurance licenses.  He is active in several community and nonprofit organizations.

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