Supporting Your Success, One Financial Solution at a Time.
At M. Blank & Company, we have been providing quality, personalized financial guidance to individuals and businesses for over two decades. Our team of certified public accountants (CPAs) is dedicated to helping our clients achieve their financial goals. Since 1993, we have been providing tax, accounting, bookkeeping, and consulting services to individuals and businesses located predominately in Southern California, although we have clients all over the country.
Our CPAs started their careers at Big 4 accounting firms and have over 30 combined years of experience. They hold advanced degrees in taxation and certifications in financial planning. We have specialized knowledge in a variety of industries and all aspects of taxation, from individuals to corporations.
Our Mission
Our mission is to support individuals and businesses at every stage in their life cycle by providing services of the highest quality at a reasonable price. We believe that building long-term relationships with our clients is key to achieving their financial goals. We are guided by our strong personal ethics and adhere to a code of conduct established by our profession.
We take pride in going above and beyond to ensure that our clients receive the best possible service. We believe that our fiduciary duty is to our clients and strive to exceed their expectations. Whether you are an individual or a business, we are committed to providing expert guidance and support to help you achieve your financial goals.
Our Services
We offer a range of services to individuals and businesses, including:
- Personal Financial Planning: We help individuals create financial plans that align with their goals and risk tolerance.
- Retirement Planning: We work with individuals to create a plan for their retirement, including investment and estate planning strategies.
- Estate Planning: We help individuals and families create a plan for the distribution of their assets after they pass away.
- Business Services: We offer a range of services to businesses, including accounting, bookkeeping, auditing, tax planning, and financial planning.
Our Expertise
Our CPAs have extensive experience in a variety of industries and all aspects of taxation, from individuals to corporations. We have a deep understanding of the unique challenges facing businesses and individuals in Southern California.
Our Team
Our team of CPAs is committed to providing outstanding service to our clients. We are dedicated to our clients and strive to exceed their expectations. Our team is comprised of certified public accountants with advanced degrees in taxation and certifications in financial planning.
What Sets Us Apart
At M. Blank & Company, we pride ourselves on our strong personal ethics and commitment to excellence. We are dedicated to providing expert guidance and support to individuals and businesses. Our team is committed to helping our clients achieve their financial goals and build long-term relationships with them.
