Best CPA Services

Expert witness work for trust and estate attorneys sits alongside the returns and bookkeeping here, and conservatorship accounting under California rules is part of the practice too. The firm trades as Lisa M. Bruno, CPA and runs virtually out of Fillmore, working with families, professionals and small businesses across Ventura County. It was built in response to people saying their previous CPA never called them back, and the arrangement follows from that: clients call or text Lisa Bruno and deal with her directly rather than through assistants, year-round rather than only in filing season. Payroll runs through ADP, while retirement and estate planning are handed to licensed fiduciary trustees and local attorneys, with Bruno staying involved between them. QuickBooks setup, training and tune-ups are offered to small business clients. Dental practices and law firms are both on the books.