Expert accounting, tax planning, and business consulting services tailored to your unique financial goals. Professional, reliable, and personal.
I take a holistic tax advisory approach with individuals and business owners to achieve their current and long-term financial goals, which are often personally driven. This includes current year and long-term tax planning.
I have spent the last 20 years in public accounting, specializing in working with business owners and investors of all types. I have extensive knowledge and experience with tax strategies and accounting in the real estate industry, related trades, and also in the professional services arena.
My most fulfilling achievements include cultivating long-term professional relationships and truly supporting my clients and team. I am a long-time resident of Carlsbad and, as a Rotarian, am an active member in the community.
Years Experience
Certified Public Accountant
Proud Member of:
ProVisors Carmel Valley 2 Group
"Our mission is to bring clarity to your finances and confidence to your future."
Len graduated from the University of Colorado and has forty years of accounting, audit and financial operations experience. Prior to starting his own practice with his wife Terry in 1989, he worked as a manager at Ernst & Young. Len & Terry chose Deborah Murphy as a successor to their practice and are continuing to work with their long-term clients and Deborah as consultants.
Terry graduated cum laude from University of Colorado. Prior to starting her own practice with her husband Len in 1989, she worked as an audit manager for PriceWaterhouseCoopers. She has extensive tax knowledge & experience. Len & Terry chose Deborah Murphy as a successor to their practice and are continuing to work with their long-term clients and Deborah as consultants.
Comprehensive tax planning and preparation for individuals, families, and small businesses. We handle federal and multi-state returns (Forms 1040, 1120, 1120S, 1065) and provide proactive strategies to minimize liability and ensure full compliance.
Accurate monthly bookkeeping and financial reporting to keep your business finances organized. This includes bank, credit card and all other account reconciliations, preparing journal entries, and issuing compiled financial statements. Our services ensure your financial data is ready & available to provide clear insights for decision-making.
Strategic financial advice for startups and established companies. We assist with entity selection (LLC, S-Corp, C-Corp), cash flow analysis, budgeting, and succession planning. We act as your strategic partner to help you navigate complex financial challenges and achieve sustainable long-term growth.
Ready to take control of your finances? Contact us today to schedule a consultation.