Stees Walker & Company LLP

ABOUT US: Founded in 1996, Stees, Walker & Company, LLP is Southern California’s independently owned tax planning and financial services advisory firm for small business owners, real estate investors, and high net-worth individuals. By creating handcrafted tax blueprints and offering thoughtfully informed financial advisory services, we help our clients increase their net-worth and improve their financial health. OUR CORE VALUES: Values are part of our firm's DNA. They define what we stand for, highlighting an expected and ultimate set of behaviors and skills. At Stees, Walker & Company, LLP, our values live at the core of our culture, and are both functional and enduring: Love: Devotion to our work, a natural affinity for our clients, and healthy doses of empathy and compassion are what drive us to seek and implement handcrafted solutions for those we serve. Honesty: We value respectful candor, function with integrity, and always operate with a commitment to transparency. Planning: Our appreciation for plans that serve as blueprints to our clients’ success, is a driving force in our own approach to the management and progression of our firm. Engagement: Active participation in our client’s success requires that our batteries remain fully charged, which in turn powers our adaptability for discovering and eliminating obstacles, remaining open to new ideas, and offering fully informed solutions. Growth: Our capacity for innovation rests on an authentic desire and willingness to actively participate in our own professional development, which ultimately leads us to support client goals and objectives. Knowledge Exploitation: Knowledge isn’t power; applying and imparting knowledge are the real sources of power, which is why we’re committed to sharing — not hoarding — what we know.