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.

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.

WHO WE SERVE
  • Partnerships
  • Closely Held Businesses
  • International Businesses
  • High Net Worth Individuals
  • Nonprofit Organizations
  • Governmental Agencies

Allinial Global Member

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.

 

 

Services

Personalized attention meets technical expertise.

Get to know your new accounting allies.

“The Pun Group’s most valuable asset is our reputation, and that drives our every interaction with clients.”

Isabela Lopes

Chief Operating Officer

Years with The Pun Group: 10

“The Pun Group’s most valuable asset is our reputation, and that drives our every interaction with clients.”

Maribel Rivera

Marketing Coordinator

Years with The Pun Group: 8

“The Pun Group’s most valuable asset is our reputation, and that drives our every interaction with clients.”

Ceci Wu

Associate

Years with The Pun Group: 3

“The Pun Group’s most valuable asset is our reputation, and that drives our every interaction with clients.”

Judith Felipe

Manager

Years with The Pun Group: 2

“The Pun Group’s most valuable asset is our reputation, and that drives our every interaction with clients.”

Jacob Graham

Associate

Years with The Pun Group: 1

Let’s get to work.

We’re here to help every step of the way. Contact us today to discuss how our personalized attention and industry-specific solutions help you maximize your potential.

HQ - ORANGE COUNTY
200 E. Sandpointe Avenue
Suite 600
Santa Ana, CA 92707
SAN DIEGO
4660 La Jolla Village Drive
Suite 200
San Diego, CA 92122
WALNUT CREEK
2121 North California Blvd.
Suite 290
Walnut Creek, CA 94596
SACRAMENTO
1511 Corporate Way
Suite 220
Sacramento, CA 95831
LAS VEGAS
1980 Festival Plaza Drive
Suite 300
Las Vegas, NV 89135
PHOENIX
2 North Central Avenue
Suite 1800
Phoenix, AZ 85004