Our Partners
TAX PROFESSIONALS
| Gilchrist Stanfield Newquist and Adler | Oceanside | |
| 810 Mission Avenue Suite 303 Oceanside, CA 92054 Gilchrist, Stanfield, Newquist & Adler is a well established Certified Public Accountant practice located in downtown Oceanside. The practice has been in existence for more than 30 years and has an excellent reputation. The client base consists of businesses, both incorporated and unincorporated, partnerships, individuals, estates and trusts. The practice serves clients from San Diego to Orange County. |
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| Contact- Les Newquist les@gsnacpas.com |
760.722.7686 | |
| Wilkinson Hadley and Company | El Cajon | |
| 250 E. Douglas Avenue Suite 200 El Cajon, CA 92020 www.whllp.com Brian has a B.S. in Accounting from Brigham Young University. In December of 1985 Brian also received a Masters in Accountancy with an emphasis in Taxation from Brigham Young University. He received his CPA certificate in 1988. Brian began his career in public accounting in the Houston office of Peat Marwick and Mitchell (now KPMG). He was hired directly from school into the tax department, and worked in the personal financial planning section of the office. At Peat Marwick he gained experience in the review and preparation of personal and trust income tax returns. After working at Peat Marwick for three years, Brian took a job in the Las Vegas Office of McGladrey & Pullen. Brian worked at McGladrey for nine years and was responsible for tax planning and review of income tax returns for individuals, corporations (both S and C), partnerships, limited liability companies, trusts, and not for profit entities. The Las Vegas office of McGladrey & Pullen specialized in closely held businesses. Brian has experience in the construction, retail, technology, manufacturing and service industries and working with the Internal Revenue Service and state taxing agencies working on audits of client tax returns. In 1997, Brian moved to San Diego and worked at the CPA firm of Levitz, Zacks and Ciceric for five years. This firm specialized in accounting and tax work for high net worth individuals. Brian was responsible for the review of income tax returns of many clients who had over $30 million dollars of net worth. Brian also worked on some high profile IRS audits during this period. In 2002, Brian and a long time friend started Wilkinson Hadley King and Co, LLP, a CPA firm in El Cajon. In addition to tax work, Wilkinson Hadley King and Co, LLP, performs over seventy audits of school districts, charter schools, and non profit entities in Southern California. Brian has twenty five years of experience, a Masters Degree with an emphasis in Taxation, and broad background with national and local firms. |
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| Contact - Brian Hadley bhadley@whllp.com |
619.447.6700 | |
ESTATE PLANNING ATTORNEY'S |
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| Fay and Lawler | ||
| Dennis E. Fay, Esquire and Thomas C. Lawler, Esquire, attorneys at law, formed the law firm of FAY & LAWLER in May of 1990. Both Dennis E. Fay and Thomas C. Lawler are certified specialists in the areas of Estate Planning, Trust and Probate Law through the State Bar of California Board of Legal Specialization, and have been continuously certified in this practice area since 1995. Since the inception of FAY & LAWLER, this firm has assisted thousands of clients in setting up estate plans focused on allowing their clients to control and direct their assets throughout their lives and at death, with privacy, efficiency and a minimum of cost. FAY & LAWLER accomplish this by providing the necessary estate planning documents and legal counsel to avoid the need for court involvement. 12625 High Bluff Drive Suite 216 San Diego, CA 92130 |
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| Contact - Dennis Fay faylaw@aol.com |
858.793.2323 | La Jolla |
4950 Waring Road Suite 2 San Diego, CA 92120 |
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| Contact - Tom Lawler tcl@fayandlawler.com |
619.858.1800 | San Diego |
