Financial Advocates
Welcome to the firm of Financial Advocates
Providing the following client services:
Consulting Services:
Consulting Services
Business Succession Planning
Buying & Selling a Business
Estate Planning
Financial Planning
Business Consulting
Investment Review
Tax Services:
Tax Services
Tax Planning & Preparation
IRS Representation
Estate & Trust Tax Preparation
Accounting Services:
Accounting Services
Financial Statements
Financial Forecasts & Projections
Cash Flow & Budgeting Analysis
Contact Information:
Firm Information
Financial Advocates
Certified Public Accountants
3100 Bristol Street, Suite 125
Costa Mesa, CA 92626
Phone:
(714) 241-0212
Fax:
(714) 241-0213
Email:
client@financial-advocates.com
Firm Contacts:
Additional Offices
Additional Office 1
Arrington Financial Group
3100 Bristol Street
Suite 125
Costa Mesa California 92626
Phone: 714-241-0212
Fax: 714-241-0213
Email:
Firm Contacts:
Bill Arrington , CPA
(714) 241-0212 ext. 222
client@financial-advocates.com
Chris Roane (714) 241-0212 ext. 229
client@financial-advocates.com
Additional Office 2
Financial Advocates LLP
3100 Bristol Street, Suite 125
Costa Mesa California 92626
Phone: 714-241-0212
Fax: 714-241-0213
Email: client@financial--advocates.com
Firm Contacts:
Michael W. McGrath , CPA
Partner
(714) 241-0212 ext. 221
client@financial-advocates.com
James E. Pickett "Jep" , CPA, PFS, CFP
Partner
(714) 241-0212 ext. 226
client@financial-advocates.com
Shanna C. Schattmaier , CPA
Senior Manager
(714) 241-0212 ext. 224
client@financial-advocates.com
Maggie Wu , CPA
Senior Manager
(714) 241-0212 ext. 228
client@financial-advocates.com
Mark Hou Manager
(714) 241-0212 ext. 223
client@financial-advocates.com
Lisa J. Pickett Office Manager
(714) 241-0212 ext. 227
client@financial-advocates.com
Additional Office 3
Financial Advocates LLC
3100 Bristol Street, Suite 125
Costa Mesa California 92626
Phone: 714-241-0212
Fax: 714-241-0213
Email:
Firm Contacts:
James E. Pickett "Jep" , CPA, PFS, CFP
(714) 241-0212 ext. 226
client@financial-advocates.com
Michael W. McGrath , CPA
(714) 241-0212 ext. 221
client@financial-advocates.com
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