Our Firm

Steve Phair has been practicing for over 40 years in the greater Newport Beach/Irvine area.  He graduated from the University of Southern California with a BS in business administration in 1970 and an MBA in 1977.  Steve joined Price Waterhouse in 1977, subsequently serving as a partner with two local accounting firms.  In 1991, he formed his own practice, working with successful small businesses and individuals.  Steve specializes in individual, business, trust and estate tax planning and compliance.

Tom Forbes has been practicing in California for 30+ years, based primarily in Orange County with the exception of five years in Northern California. Tom practiced for nearly 20 years with Deloitte and more recently PricewaterhouseCoopers where he served as a National Director of Specialty Tax Consulting prior to settling into his own firm and local CPA tax services of the type and size Steve serves – individual and small business specialty tax services, including planning and compliance. Tom is a graduate of UC Santa Barbara, Economics with an Accounting emphasis, and received his Master of Science in Taxation from Golden Gate University. Born and raised to 17 in Green Bay, WI, Tom came to CA in 1978 and when he is not working enjoys time with family, his wife and two daughters.

We view every client relationship like a partnership, and believe that our success is a result of your success. We want to help you solve problems. We take pride in providing you the assurance that the personal assistance you receive comes from years of experience and our team striving for the highest quality and service possible in professional services.

We provide a variety of services to successful individuals, and businesses in the following industries:

Attorneys/Law Firms
Automotive
Consulting
Construction
Distribution
Doctors/Health Professionals
Landscape Maintenance
Manufacturing
Real Estate
Restaurant
Retail
Veterinary

 

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

 

CERTIFIED PUBLIC ACCOUNTANTS