We recognize that our clients often need specialized expertise beyond what our firm offers. We have long-standing relationships with trusted professionals in our community in the areas of tax law, trust and estate planning, business banking, residential and commercial real estate lending, pension consulting, personal financial planning and money management. Businesses that outgrow our firm’s capacity are generally referred to the San Jose office of one or more “Big 4” accounting firms.

We regularly attend mandatory continuing professional education courses which are taught by practitioners and academics with statewide and national reputations for expertise in their fields. When clients have need for such experts, we refer them to these individuals where appropriate.