Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Professionalism
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Responsiveness
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial planning services to individuals, large and small businesses.
Dedication to the Community
Joe has been involved in the community for years. He was President of the Chamber of Commerce and of the Kiwanis Club. He is the City Treasurer for Atascadero, and was the President of the Central Coast Society of Enrolled Agents.
Linda was the President of the Quota Club and is still active with the Club.
Quality
A firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.
The purpose of our business is to help people with their tax, business, and financial matters by offering sound advice, products, and services.
We strive to accomplish that purpose while reducing stress, risk, and unnecessary cost to our clients.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
Our high service quality and satisfied clients are the result of our commitment to excellence.
Our stafff includes: Joe Modica Jr., CFP, EA, & Registered Investment Advisor
Greg Modica, Tax Preparer CTEC
Linda Modica - Office manager & Bookkeeper, & payroll
Nicole Neuhaus - Front office - Atascadero
Coral Westgarth - Front office - Morro Bay
