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1282 W. Arrow Hwy, Ste. 200
Upland, CA 91786
Phone:
  • (909) 981-4281
Fax:
  • (909) 982-6425

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Calculators

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Welcome to Dewey, McDonald & Carrillo, Inc.

 

Julia Carrillo, CPA, the founder of Dewey, McDonald & Carrillo, Inc., has been in business for twenty four years. Julia is both a Certified Public Accountant and Investment Advisor Representative. 

Although our business is located in Southern California, our clients are located all around the United States.  Our specialization is in taxation and wealth management.  We are experienced and we pride ourselves in offering old-fashioned service backed up by modern technology.  We place a strong emphasis on wealth building strategies which include everything from business planning, investments, real estate acquisition & accumulation,  retirement planning, debt management and tax mitigation. Our plans are designed to work in real life situations, helping to enable clients to become more successful by achieving their financial goals.

We invite you to take a look around the site and see how you will benefit from a more personal and professional relationship. Our office operates with the belief that as a client you should be comfortable with the services we offer and the information we provide. We believe you should have the understanding necessary in your tax matters to provide you with the best service and therefore we take that time to explain everything thoroughly to make sure everyone is on the same page. We believe our firms focus on our clients is what sets Dewey, McDonald & Carrillo, Inc. apart from the average financial advisor and tax firm and we pride ourselves in our client relationships.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck