We combine extensive experience with personal attention focused on your needs. Our clients come back year after year because they know they are in good hands, and enjoy our stable working relationship. We work to develop long-term relationships; whether your needs are simple or complex, we can help you. We consult, plan and prepare tax returns, and compile financial statements for diversified clients.

James Herren has been a CPA for over 30 years. He has been either the sole owner or a partner during this time.  He has focused on developing great working relationships with business owners, investors, real estate owners, as well as estate, trust, and tax exempt organizations.  He is also available to consult with you about your personal financial needs.

James Herren, CPA, has been practicing public accounting in San Diego for more than twenty-five years.  He was a partner in a long-established, three partner San Diego firm for several years before establishing his own CPA firm.

James Herren, CPA, belongs to the American Institute of CPAs, and the California Society of CPAs. He has held CPA licenses in Illinois, Arizona, and currently is licensed by California.

We provide financial and tax planning services for individuals, businesses, corporations, partnerships, trusts and estates, as well as QuickBooks consulting. We prepare compiled financial statements for businesses, provide consulting services for strategic, general, financial, and accounting planning, and provide visioning consultations for those individuals and businesses seeking a more satisfying future.