Business and Professional Services

PDM pro-actively provides strong tax and financial planning and fosters the responsive, committed client relationships that entrepreneurs and their businesses need.

We serve privately held companies across a wide variety of practice areas including, but not limited to:

Law
Medical practices
Architects
Entrepreneurs
Outside sales representatives

Whether it is growth strategies, tax planning, sale or transfer of a business, compensation, succession, or retirement and estate planning, PDM has the experience and track record to create a custom plan to help you grow your business.

INDUSTRIES WE SERVE

Real Estate & Construction    Nonprofit Organizations    Manufacturing & Distribution
   Technology    Business and Professional Services    Financial Services
   Retail & Food Services    Health Services and Medical Research    FQHC

Services

“The professionals at PDM have become a collaborative partner to our company that has taken the time to understand our business, listen to our needs, and provide solutions and council throughout the year.”
Gary Handley,
Chief Financial Officer,

NC Dynamics
“Our business has grown consistently and remained healthy despite an economic downturn and we attribute a lot of it to our CPA Hank Parker and his attention to our strategies and goals and help with strategic and financial planning.”
Sandra Martinez-Rowe,

In Play Showroom
“PDM is a wonderful fit for the privately held business seeking solid technical expertise and exceptional service.”
Brian M. Ishida

California United Bank
“The team at PDM understands my business and personal tax needs and are always available as an honest, open-minded sounding board for business plans or creative and comprehensive solutions.”
Harry Gordon, CEO

World Mechanical, Inc.
“My wife and I were very impressed with your communication, professionalism and promptness regarding ourAudit. Thanks for looking after my family wealth and thinking about our money like it is yours!”
Kurt A.,

Los Angeles, CA