Leadership

Our leadership team provides far more than traditional accounting services. Many of our clients have sophisticated needs due to their large and complex estates. We are innovators in estate, trust, business and individual tax planning and protection, and are qualified to assist closely held businesses. We offer professional advice on wealth transfer strategies and lifetime estate planning. In short, our perspective extends well beyond that of the more conventional CPA.

 

Brannen Shirley LLP
3579 Valley Centre Drive, Suite 125
San Diego, CA 92130
Phone: (858) 794-2800
Fax: (858) 794-2899