Our Services
Tax Preparation
We help individuals, businesses, and fiduciaries remain compliant with their annual tax filings.
Quick tax questions can be answered throughout the year!
Business Accounting
We help business owners concentrate on what they do best!
Our tailored accounting services including financial statement preparation, bookkeeping (monthly or quarterly), payroll processing, sales tax and more.
Tax Planning
If it’s more than a quick tax question, we offer personalized tax planning services to help you navigate the complexities of the tax system and optimize financial outcomes.
Peter J. Tansill, CPA
With more than 25 years of experience in the tax and accounting industry, Pete specializes in helping individuals and small businesses with tax planning and preparation, accounting, litigation support, business valuation, due diligence and acquisition or sale negotiations. Helping his clients address complicated tax problems and provide innovative solutions to simplify their financial life is his passion.
B.S. in Accounting — San Diego State University
Big 4 alum — PwC
Board Member — Monterey Credit Union
Marcus A. Lund, CPA
With nearly a decade of experience in accounting and tax, Marcus also specializes in helping individuals and small businesses with their accounting needs. He’s served as Controller of small businesses on the Monterey Peninsula and has concurrently managed the month-end close for 10+ VC-backed startups.
B.S. in Accounting — Brigham Young University
M.S. in Accounting — Brigham Young University
Big 4 alum — EY