Brian is extremely knowledgable and does excellent work as a CPA. I am a partner in a large optometry practice and Brian assisted me during my buy in. He does an excellent job explaining things to us and we find him to be very personable and easy to work with. My husband and I highly recommend him.
Michael B.
Évaluation du lieu : 5 Arroyo Grande, CA
Brian Portesi is a CPA. We have been working with Brian and his staff for many years. Brian brings a fresh approach in working with individuals and businesses to provide great tax and business operational advice to all of his clients. Whether you are in need of a full service CPA firm to handle all of your personal bookkeeping, finances and document preparation or just simple tax document preparation Brian and his staff can help you. Brian also specializes in working with businesses and their owners to assist with finance and operational opportunities including tax advice, accounting advice and investment analysis. Brian works with both our family and our business — we highly recommend his services.