Recognized As An Inc. 5000 Company!
Not only did we make the list as one of the top twenty percent fastest growing private companies in America, we’re officially the #1 fastest growing company in Encino, CA – something we’re all incredibly proud to have accomplished!
Our Expansion Continues
After moving into our new corporate headquarters in 2014, we recently expanded yet again onto a third floor, paving the way for more success. Accent colors include lime green with bold orange.
CRM 5.0 Launched
Version five of our proprietary software was a true breakthrough, providing faster service, better results, and quicker response time. How’s that for an upgrade?
Top Rated Nationwide
We’ve earned the highest marks possible from client reviews and ratings from Google, Facebook, the Better Business Bureau, Best Company, Super Money, Trustlink, Solvable and more, making us one of the top rated tax firms in the nation.
We Become a Teenager
Who remembers turning 13? Over a decade in business! Growing pains are always a little awkward, but we managed to grow gracefully into our bigger shoes with more employees, more clients and a brand new 20,000 SF headquarters.
Annual Toy Drive Begins For Children’s Hospital
Our charitable giving has always been something we’ve been committed to as a company, so in 2009 we decided to dedicate our holiday efforts to help kids in need at Children’s Hospital right here in Los Angeles. The drive was so successful, it became a hallmark of our holiday giving each and every year.
First Television Commercial Airs
As milestones go, this one was pretty fun. Our very first commercial. It wasn’t very memorable, it was all text, an announcer read a few lines, and it only aired on a few small local stations, but it was pretty neat watching our company appear on the small screen. No, you cannot Netflix it. This was before ‘streaming’ was even a word.
Tax Return Department Forms
When we started, we thought our primary focus as a company would be resolving lingering IRS issues for our clients. Boy were we wrong. We discovered that most of our clients needed their tax returns prepared, so we started offering this as a service. Years later, it’s the most in-demand service we offer, as we’re able to prepare simple to complex returns at a fraction of the cost of most competing firms.
We Open Our Doors
Excited to be a positive influence in what we thought was a promising sector, we launched our company with high hopes. This was before Google was even a thing yet, AOL was how most people sent email, and our first advertisement was a simple postcard through, yes, the mail. Times have certainly changed, but we are as committed now as we were back then to our wonderful and always diverse client base.