The Company
Founded in 1937, Balser, Horowitz, Frank & Wakeling is a full-service accounting firm specializing in audit and attestation services to a wide range of closely-held businesses and not-for-profit organizations.
Our goal is to provide you with independent services based on years of experience and technical expertise so you, your family, and your business can have financial peace of mind.
In 2000, an alliance was formed with Ronald Blue & Co., a national fee-only financial, estate and investment consulting firm dedicated to helping individuals manage their finances. Because of our strategic alliance with Ronald Blue & Co, we can also offer a wide range of tax services, from corporate tax planning, succession planning, and estate planning, to tax return preparation for corporations, partnerships, LLCs, trusts, estates, and individuals.
 Jeffrey T. Gray CPA |
 Marsha A. Caradonna CPA, MBA |
 Julie A. Morgan CPA |
We are members of the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants, the Public Company Accounting Oversight Board (PCAOB), and several other professional, civic and Christian organizations.