The firm

A firm built on one standard.

JCM & Company brings two established practices together under a single name and a single way of working. Clients get one person who knows the file, a plan in writing, and an answer when something changes.

Our philosophy

The long view, kept close.

We take the long view. Close relationships, plain answers, and work that holds up years after the return is filed.

Two established practices, one set of systems. What carried over is a way of working: a partner who knows your file, a plan written down, and a phone that gets answered.

How we hold ourselves

Three commitments.

They are simple to state and harder to keep. We keep them anyway.

Close, by design

We keep the number of relationships a partner carries deliberately small. You should not have to explain your situation twice.

Planned, not filed

The return is the record of decisions. Our work is making those decisions early, in writing, while there is still room to change them.

Available all year

A notice in June, a sale in October, a death in the family — none of it waits for filing season, and neither do we.

The people

Who you will actually be working with.

JCM

Coming soon

Biographies for the partners and staff are being written and will be published here — background, credentials, and the kind of work each person handles.

How the firm was formed

A new name, settled habits.

Two practices joined under one name. What we were careful about was not the letterhead, but how the work gets done.

I

Two Practices

Two established practices, each built on close relationships and counsel that ran all year rather than only in filing season.

II

One Firm

The practices are brought together deliberately: one standard, one set of systems, one way of working.

III

JCM & Company

The firm takes its name and starts fresh where it counts — staffing, process, and the quality of every file.

IV

What Comes Next

A firm small enough to know each client's file, and organized enough to plan years ahead.

Our office

Where we work.

One address, and a phone that gets answered.

Coastal

San Diego, California

Home of the firm — real estate, technology, and trust & estate work.

9404 Genesee Ave, Ste 210, La Jolla, CA

858-657-9000

Begin the conversation

A foundation starts with a single conversation.

Tell us where you are and what is coming. We will tell you plainly whether we are the right firm for it.

Start a conversation

San Diego

858-657-9000