Success Stories

I have been using A.V. Arias & Co. since I started my business over 20 years ago.  The service I receive, the creative solutions they provide and the successful tax-saving strategies over the years have been invaluable.  The return on my investment by using A.V. Arias & Co. has been a no-brainer, and I would highly recommend their services.

Jon Sundt, CEO
ALTEGRIS

As a small business owner whose income fluctuates,  I need an accountant whose knowledge of tax law is extensive and always up-to-date.   A.V. Arias and staff have prepared my tax returns, structured a retirement strategy and given me reliable advice for more than 20 years.  I face tax season with confidence, knowing A.V. Arias & Co. is on my side.

Bea Kuebler, President
BEA KUEBLER REALTOR, INC.

A.V. Arias & Co. assisted us in a corporate restructuring and other approaches that led to enormous benefits.  During a tax audit, the auditor threatened to demand volumes of documentation unless we agreed to her unreasonable disallowance of deductions and credits.  Al’s single, well formed reply was based upon his superior knowledge of the tax code and internal workings of the auditor’s office.   The audit quickly ended with no change to our tax liability.  You’ll want A.V. Arias & Co. on your side of the table.

Ed Arkans, Owner
ACI MEDICAL, LLC

We have several companies with complicated accounting and tax situations, and our business has provided services in several states. I moved all of our accounts over to A.V. Arias and Co. over five years ago, and in that time we have received excellent service and advice.  When we walk into their office, we feel like Mr. Arias [Al] and his team are a part of our extended family. We are always treated with the utmost respect and have received excellent counsel.  In the past ten years, we have worked with two other accounting firms, and I can say that working with Al and his team has saved us a great deal of money and given us a clear path to even more success.

Terry Arnett, Owner
TSA CONTRACTING INC.

Our small real estate operation (offices in San Diego and Palm Springs) has been having A. V. Arias & Co. as our tax and financial advisors for both business and personal since 2004. The firm’s CPA’s, tax consultants and staff are among the most competent professionals with whom I’ve worked.  Not only do they prepare all the myriad forms and calculations for our taxes, their financial advice and assistance has helped us build a doable retirement plan.  This is a firm I support and readily recommend.

George Leffler, Broker/Owner
LEFFLER & LEFFLER REAL ESTATE

After a long and disappointing search to find an accounting firm that could truly add value with cutting edge tax strategies, A.V. Arias & Co. emerged as a tremendous resource and wealth of knowledge.  I would never plan any business venture without consulting them and getting the very best possible advice on how to navigate the ever changing tax code and the impact various decisions have on your ultimate tax bill.

Frank Berritto, Financial Advisor
MERRILL LYNCH

Additional Client Success Stories

Restructured the operating relationships between a publishing company and its owner, which minimized the overall tax paid by each, substantially increased the value of the company and improved cash flow by over $100,000 a year.
Performed a financial analysis for a $6.5 million business to highlight its strengths and weaknesses.  We identified deviations from good business practice which were lowering the long term value of the operation and reducing cash flow.
In conjunction with partnering attorneys, we implemented an asset protection plan integrating corporate, limited partnership and fiduciary entities to protect the assets of a high net worth individual.
Valuated a $75 million distributor, and participated in the structuring and negotiation of its sale.
Reviewed operating and strategic issues with senior management of a multi-million dollar orthopedic products manufacturer and assisted in maintaining access to capital sources to sustain a 20 percent annual growth.
Restructured the activities of corporations providing professional services to avoid the personal service classification. The new structure reduced taxes by more than $11,000 annually.