About Us

We are committed to providing cost-effective accounting solutions, while maintaining the highest quality service. We specialize in offering highly personalized financial services for individuals and small businesses. We pride ourselves on having exceptional people skills and can simplify even the most complex financial issues in terms you can easily understand.

We provide remote tax preparation services for individuals, small businesses, and organizations.

We also offer a complimentary one hour consultation to assess your current financial needs and explain how we can be of service to you.

Cheryl Callen, CPA

Cheryl Callen, CPA and Financial Advisor, was born and raised in San Marcos, CA, and graduated from San Marcos High School in 1977. She attended Palomar College before moving to the Coeur d’Alene area of Idaho. There, she operated a small business for 16 years with her family, and understands, first-hand, the situations small business owners face on a daily basis.

"I knew from my small business management experience, and from my first accounting class at Palomar College, I wanted a career in accounting."

Cheryl graduated from Eastern Washington University in 1998, Magna Cum Laude, with a degree in Professional Accounting. In 2001, Cheryl joined the accounting firm of Holmstead, Hyatt & Coleman. In 2003, she began working for the Idaho State Tax Commission as an Income Tax Auditor.

"I spent 11 years at the Commission learning everything I could about the tax laws – both federal and state."

In 2014, she decided to strike out on her own. And what better place to begin, coming back to her hometown of San Marcos, CA.

"I look forward to putting my decades of experience to work for you!"