About

A fresh approach to business and tax advisory services.

We’re not just your accounting team. We’re invested in your long-term success.

Big firm expertise. Small firm values.

Our professional backgrounds at major national firms showed us how to solve complicated business and accounting challenges, but the sense of personal connection was missing.

We launched The Pun Group because we believe every client deserves to work with experienced business advisors and CPAs who have the time – and take the time – to create an authentic connection.

For us, “personalization” is not just a buzzword – it’s part of our firm’s culture. We take a personal approach to everything we do. We collaborate with our clients so they’re always part of the process. We listen to our staff to make sure they have the right support and resources to do a great job. Getting to know others and discovering how we can serve them better is not just a sign of good business practices, it’s a sign of good people.

Sector Specialists

Building a Brighter Future for Your Business

We’re one of the fastest-growing independent public accounting and advisory firms in the southwest United States. Combining deep industry experience with cutting-edge technologies, we provide a full spectrum of traditional accounting, assurance and tax advisory services, as well as valuation, business advisory and litigation support for public and private sector clients through our offices in sunny California, Nevada and Arizona.

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WHO WE SERVE

Partnerships

We provide strategic tax and advisory services tailored to the unique needs of business partnerships.

Closely Held Businesses

Our team helps family-owned and privately held companies optimize operations, finances, and succession planning.

International Businesses

We support global businesses with cross-border tax, compliance, and advisory solutions to navigate complex regulations.

High Net Worth Individuals

Customized tax planning and wealth management services designed to protect and grow personal assets.

Nonprofit Organizations

Specialized audit, accounting, and compliance services to help nonprofits maintain transparency and achieve their mission.

Governmental Agencies

Robust financial, audit, and advisory services to support public sector accountability, efficiency, and compliance.

Proud Partner

Allinial Global Member

Partner since 2019

Allinial Global is an accounting firm association of legally independent accounting and consulting firms with offices in North America and throughout the world through international members and partnerships. The member firms share technical knowledge, international connections, and education.

“We are experiencing, we have them as our City’s Auditor.
Also I had worked with other Audit firms in the past, so I am able to compare their work.”

Tina Norrdin

Heidy, Nicki, Phyllis and rest of the team were usually available to us when we have an issue or questions. Their approach to the audit was thoughtful, reasonable and efficient.

Jung Lee

In all these years they have been wonderful to work with and responsive.

Graciela Soto

The Pun Group has been a great partner.

Mark Roberts

This is the Authority’s 3rd year working with The PUN Group; the Firm has been consistently excellent in their services, knowledge, professionalism and performance.

Mary Carey

Long-term experience.

Dave Warren

The Pun group has always provided exceptional service. They are always there to answer any questions we have throughout the year.

Kathleen Jackson

The team provides very good support to our company

Simon Shi

Their knowledge of issues and great customer service.

Lani Ha

The Pun Group provides exceptional service on a consistent basis.

Dave Warren

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TESTIMONIALS

Client Stories

Hear from the organizations and leaders who’ve partnered with us. Their experiences reflect the value, trust, and results we strive to deliver every day.

View All Testimonials

GET STARTED

Ready to Build Your Financial Future?

Take the first step toward easier compliance and less administrative work.

Complete the form below (or call us at 949-777-8800)
We’ll schedule your free 30-minute consultation
Receive a customized proposal with pricing, timeline, and implementation plan

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Call us at 949-777-8800

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