About

Expertise

Don Vanlue is the founder and sole shareholder of the firm. He has accumulated significant experience in business planning, accounting, financial statement preparation and tax compliance. Don is a member of the American Institute of Certified Public Accountants. He received his BA in Business Economics from the University of California, Santa Barbara. In addition to his public accounting experience, he has served as controller of a large state government agency and finance director of a large non-profit retirement community.

Background

Since 1983, our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieving future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analyses. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.