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Doug is a 1990 graduate of California State University, Long Beach.  He entered the profession in 1990 and received his CPA license in 1993.  He later obtained a Master’s of Science degree in Taxation from Golden Gate University.  He has broad experience in the fields of taxation, tax defense, financial accounting, and management consulting.  Doug also has extensive experience in tax planning, structuring of business enterprises, set-up/dissolution of businesses, and providing “CFO” type services. Doug has been consulting for the design industry since 1994 and had previous experience working for a publicly traded, worldwide Internet/Technology consulting company in Los Angeles.  Doug is in-charge of the firm’s tax compliance and tax consulting services.  In 2006, he completed the Executive MBA program at the Marshall School of business at the University of Southern California.  Doug is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants.  Doug is also a professional affiliate member of the American Institute of Architects, Orange County Chapter.  Doug enjoys fishing, traveling, and spending time with his wife and their three children.

Jeff joined the firm in December 1997.  He obtained his B.A. degree in Accounting from California State University, Fullerton.  Jeff is a CPA and is involved in many accounting, tax and financial planning engagements.  Jeff has since obtained many financial licenses such as the Life Insurance, Series 6 & 63 and he is a Certified Financial Planner (CFP).  As a CFP, Jeff Brings many years of investing experience in the equity markets.  Jeff’s goal is to provide no nonsense, cost effective solutions to clients’ wealth management and financial planning needs.  Jeff has experience in the setup and maintenance of retirement plans which includes defined benefit plans, defined contribution plans, IRAs (Traditional, Roth, SEP) and retirement plan asset rollovers.  Jeff also provides consulting in the implementation of new investment portfolios or the review of existing investment portfolio which includes the purchasing or rebalancing of current investments such as mutual funds, bonds, etc.  In addition, Jeff is able to evaluate client’s life insurance and annuity needs whether it be for personal use (personal risk reduction), business needs (funding a buy-sell agreement) or for estate planning needs (ILIT, variable annuity, etc).  Lastly, Jeff is also fluent in Chinese (Mandarin).

Joe graduated with a BA degree in accounting and economics in 1973, and was licensed as a CPA shortly thereafter.  Beginning his career, Joe worked in Los Angeles office of Lester Witte & Company, a national mid-sized C.P.A firm.  He founded his own C.P.A firm in Northern California in 1978, where he provided a variety of tax and accounting services.  After selling his practice in 1980, he relocated to Newport Beach, where he directed the small business department of Pannel Kerr Forster, another mid-sized national accounting firm.  In 1982, he started a regional CPA practice that would eventually become BHL & Co., LLP, reflecting the addition of several new partners.  Today, drawing on 38 years of consulting, accounting and tax planning experience, Joe leads BHL & Co., LLP in providing ownership transition, merger & acquisition, business valuation, statistical analyses, strategic planning and other consulting services to its specialty niche of architectural, engineering and planning companies.  Joe is an Honorary Professional Affiliate of the AIAOC.

Hal has been a leading Orange County CPA for almost 40 years.  He actively provides tax, accounting, auditing, planning and other financial-related consulting services to a variety of industries.  He offered clients experience earned from dealing with governmental agencies as well as a wide variety of small business clients that he has guided from proprietorship to partnership to corporation.  A 1966 graduate of Southern Utah University,  Hal holds a BS degree in business Administration.  In addition, he holds CPA certificates in both California and Utah.  His wide breadth of experience has helped him effectively serve clients of both national and local accounting firms.  Active in professional accounting community, he is past president of the Executive Association of Orange County and an Eagle Scout.  He and his Wife Diane enjoy camping, traveling, gardening and spending time with their grandsons.