TBA Team is a group of seasoned financial professionals serving CPA firms and business owners. The firm helps clients bring financial advice and specialist support together around a clear, coordinated plan. For CPA firms, TBA Team offers comprehensive solutions that can strengthen service to their best clients while keeping the firm involved and recognized for its role. For business owners, it provides a central point of coordination to reduce conflicting advice and align an entire advisor team.

TBA Team works with clients to vet potential solutions, coordinate specialists, and manage implementation, always under the client’s direction. Its approach focuses on connecting the right expertise and helping turn recommendations into action, rather than leaving clients to navigate separate advisors on their own. TBA Team is based in San Clemente, California, and offers phone and text contact for inquiries. Its office is located at 209 Avenida Del Mar, Suite 201C, San Clemente, CA 92672.