About Us
Over 70 Years of Service
In 1952, Fullerton Business Service was established with one driving purpose: to provide the highest level of personalized client service possible. Since then, our team has carried on a legacy of expert individual and business taxation, accounting, and consulting services infused with attention and care.
An Inherited Culture
The original owners took customers seriously, and we’ve inherited those same values. Whether you’re overwhelmed by the duties of starting a business for the first time, dealing with a sudden change of life, or just dreading tax season, Fullerton Business Service is the knowledgeable friend you need to help you through it.
Our clients know this – that’s why many of them have been coming to us for 40 years. In many cases, we boast three generations of clients from the same family.
Our Difference
Big firms may have endless resources, but their services can be impersonal — and you can’t afford to let your finances get lost in the mix. Yet the personal touch of a small firm doesn’t always make up for inadequate staffing when April rolls around.
At Fullerton Business Service, we strike a balance that’s “just right”: Our team is big enough to provide high-quality, responsive service, but not too big to remember your name.
Our Services
- Tax Preparation and Planning (individual and business)
- Business Consulting and Specialty Services
- Accounting and Bookkeeping
- Payroll
Our Values
Personalization
When you work with Fullerton Business Service, you’re working with professionals who will know your name. We strive not just for good client relationships, but friendships. That’s why we’re the most approachable team you’ll find, available to help with your tax and financial needs all year round.
Efficiency
Expertise
At Fullerton Business Service, your finances are truly in the best hands. Our CPAs and accounting staff serve a wide range of individuals, corporations, partnerships, and trusts, and are experts in the accounting issues and tax laws that impact our clients.
Integrity
We take pride in addressing our clients’ unique interests with sensitivity and care. Our clients know they can trust us with their finances, which is why they often recommend us to their friends and family. Many of our new clients are referred by existing clients who know the difference our service makes.
Our Team
Jeffrey Goodfriend
Certified Public Accountant
Jeff joined Fullerton Business Service in 1990 and became managing principal in 1997. Jeff’s areas of specialization include individual, estate and trust, corporate taxation, and tax planning. He enjoys working with small business owners, and sharing the benefits of S-corporations.
Jeff graduated from Biola University in 1982 with a Bachelor’s degree in Business Administration and a concentration in Accounting. He received his CPA Certification in 1985 while working for the accounting firm Price Waterhouse in Los Angeles. He also worked briefly for an entrepreneurial CPA firm in Orange County. Prior to purchasing Fullerton Business Service, Jeff was an entrepreneur building a chain of eight retail furniture stores.
Jeff is a member of the California Society of Certified Public Accountants and a QuickBooks ProAdvisor.
Personal interests include golf, physical training, church, and personal investing.
Tim Goodfriend
Certified Public Accountant
Tim joined Fullerton Business Service in 2010. He earned his Bachelor’s degree in Business Administration with a concentration in Accounting from Biola University in 2011, and received his CPA certification in February 2014.
In June 2017, Tim earned his Masters of Science in Taxation from California State University, Fullerton.
Tim’s areas of specialization are individual and small business taxation, as well as small business accounting and Quickbooks system design and consulting.
In his free time, Tim enjoys golf and basketball.
Christian Talbott
Certified Public Accountant
Christian joined Fullerton Business Service in December of 2019. He graduated from Vanguard University in 2010 with a double major in Accounting and Business Administration. He received his CPA certification in October 2012.
Christian’s areas of specialization are small businesses, real estate, pass-through entities, and individuals.
Christian is one of Dave Ramsey’s endorsed local providers and has been since August 2018.
Christian’s interests include golf, hockey, football, personal finance, and spending time with his family.
Dalena Morris
Certified Public Accountant
Dalena joined Fullerton Business Service in 2008, after raising a family for several years. She graduated summa cum laude from California Lutheran University with a Bachelor’s degree in Accounting and a minor in French.
Dalena received her CPA Certification in 1987. Her career started with a large, local CPA firm in Beverly Hills, followed by several years in internal auditing with a fortune 500 company based in Valley Forge.
Dalena’s areas of specialization are individual taxes, including taxes on foreign income, estates and trusts. Personal interests include travel, choir, handbells and spending time with her granddaughter.
Danielle Tebbetts
Client Accounting Specialist
Danielle joined Fullerton Business Service in 2001 as our front desk receptionist. Over her time here, she has held every level of administrative staff position and, since 2006, has been our Client Accounting Specialist and Payroll Processor.
Danielle received her Associate Degree in Liberal Studies from Fullerton College in 2000.
Outside the office Danielle enjoys home crafting, volunteering with her son’s activities and spending time with her husband and son at Disneyland.
Lisa Wofford
Practice Manager
Lisa joined the Fullerton Business Service team in 2015, returning to the workforce after being a stay-at-home mom for twelve years. She had a full academic scholarship to Georgia State in 1997 and out of college, she worked in the accounting department of the tech firm NexGen Digital. Once all her kids were school age, she began working for FBS.
As the Executive Assistant here at FBS, Lisa assists all the CPAs and their clients to streamline the tax filing process.
Lisa loves spending time with her three children, backpacking, sightseeing in her trailer, and frequenting the beach.