Need a CPA?

You've Come To The Right Place

Bob Nelson, CPA, is a highly accomplished, experienced, and skilled accountant. He’s worked for large accounting firms and as an executive for the largest independent broker-dealer in the world.

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What We Do


  • Preparation
  • Audits
  • Settlements
  • Planning

Financial Planning

  • Cash Flow Analysis
  • Budgeting Analysis
  • Financial Statement Preparation
  • Budget Planning


  • Process Audits
  • Performance Audits
  • System Audits
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Professional And Experienced Certified Public Accountant

Why Us?

Dual License

Bob Nelson is not only qualified and licensed as a CPA, but also as an attorney-at-law with the state of California, giving him expertise in both fields.

Dual Specialization

With his dual license, Bob is able to speak both in both accounting terms and legal lexicon. When the two fields overlap, he is able to approach it without confusion and with efficiency.

Dual Benefits

As an attorney, you not only get the benefit of a CPA's attention to accuracy but you get the advocacy of a lawyer and the attorney-client privilege with all matters, something that a CPA alone can't offer.