Coastal
San Diego, California
Home of the firm — real estate, technology, and trust & estate work.
9404 Genesee Ave, Ste 210, La Jolla, CA
858-657-9000The firm
A new firm, one standard.
JMO & Co. was formed to bring two practices together under a single name and a single way of working. We started with a clean sheet on everything that did not serve the work.
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.
The firm itself is new. What it inherited is a way of working: a partner who knows your file, a plan written down, and a phone that gets answered. That is the part worth keeping.
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.
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
JMO & Co.
The new 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.
Two regions, one standard
Where we work.
A physical presence in two places — so the foundation we build is grounded, wherever you are.
High-Altitude
Denver, Colorado
Energy, small business, and multi-state strategy across the Front Range.
Denver, Colorado
720-706-3770Begin 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.
San Diego
858-657-9000Denver
720-706-3770