Monterey, CA / Barbara Simonich CPA Accountant

Serving Monterey Since 1985!

Welcome to our firm's home page! As more and more CPA firms merge, clients are often lost in the shuffle.  If you are looking for personal service with a reputable CPA firm, you have come to the right place! Offering a broad range of services including tax preparation, bookkeeping, payroll, and business valuation, we also specialize in serving Monterey county businesses, executives, independent professionals and individuals of all income as well as net worth levels. Our goal is to save you money and we consider ourselves your partners. We are proactive in tax planning and business consultation matters! You will find our fees affordable and the benefits of our services far exceed any accounting fees we charge. Feel free to contact us to discuss your personal situation. We are conveniently located in the Ryan Ranch Business Park in Monterey, CA.

Summary of Services

Our services address nearly all areas of financial health.  We are skilled in all subjects of accounting and tax preparation, IRS problem resolution, business formation and valuation, estates and trusts, business sales or purchases, real estate, and fraud investigation.

What Makes Us Different

As the leader in the field in Monterey, CA for over 30 years, we have established an exclusive way of serving our clients. Attention to detail, high standards, efficient response time, along with personal service is what sets our firm apart from the rest.

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