Our firm was founded by Emily R. Banks in June of 2017. Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you. We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results. We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Emily R. Banks, CPA, Owner

Emily R. Banks has 15 years of experience in the accounting industry providing tax and accounting services to businesses and individuals. After graduating from California State University of Long Beach, she obtained her CPA license in the state of California. She served as CFO on the board of directors for the Tustin Chamber of Commerce from March 2013 to June 2018 and focuses her free time on improving the community around her and adventuring through all of the mountains (hills) in the area to explore.

Simonia Bielski, CPA

Katie Schroeder, Office Administrator