Blum & Clark

Blum & Clark is a firm of certified public accountants headquartered in San Diego, California. It handles tax and accounting for companies at different stages and also helps families and individuals with planning for wealth, retirement and estates.

What Blum & Clark offers

• Start-up advice: choosing a business entity, setting up a first accounting system, managing cash and capital, and planning employee benefits.
• Business accounting: bookkeeping, payroll, financial reporting and tracking of key performance indicators.
• Tax planning: tax strategy for companies and individuals, including help with changing tax law.
• Family financial planning: guidance on asset allocation, monitoring investments, college savings and insurance.
• Retirement, trust and estate planning: long-term plans for clients moving into their next chapter.

Who it serves

The firm serves newly founded companies, established businesses and families, and states that it has worked with many clients for decades.

Key facts

• Based in: San Diego, California, US
• Type: certified public accountants