About Us
Diligence, Strategy, and Success.
We provide industry-leading business, tax, trust, estate, and charitable planning counsel, strategies, and solutions. Our mission is to know you well and maximize your well-being for generations through effective and efficient planning.
Our Expertise and Experience.
Our Roadmap to Results
Our team carefully reviews the facts of your estate to curate personalized estate planning recommendations.
- Comprehensive review of your business, estate, and family objectives.
- Identifying opportunities and vulnerabilities in your current estate.
- Working seamlessly with your CPA and attorneys to ensure the best results.
- Presenting refined strategies and alternatives for consideration and vetting.
- Helping you determine the best strategies and solutions for your goals.
- Planning the details and driving execution with your professional team.
- Regular review and planning adjustments for legislative and economic shifts.
Our Team
Gregory Lambourne, Esq.
senior planning consultant
Continuing Provider of education
Jason Gonzalez
Diligence Coordinator
aicpa certified consultant
Ashley Sieracki
client service manager
diligence coordinator
Professional Note
Our firm is a result of calls from State Bar of California for innovation and integration of legal planning services with accounting and tax compliance services. While our firm consultants include experienced attorneys, our firm provides strategic information and consulting only. We are not a law firm or a CPA firm and do not provide legal advice or tax compliance services. We rather bring our experience and expertise to bear in support of accounting and tax professionals to ensure their best work for you.