Campbell Tersolo & Clyman is now part of Valley Oak Financial.

We will continue with remote (Zoom or telephone) appointments for 2026. Our office is open for document drop-offs or pick-ups.

For document drop-offs or pick-ups

• Office hours: Monday–Friday, 9:00 AM–5:00 PM (closed for lunch 12:00–1:00 PM)
• Our office is on the second floor, accessible by stairs or elevator.
• We share the Regus office suite with several other companies. For security reasons, the suite entrance door is always locked — please knock or call our office phone to gain entry.
• Upon entering, the suite receptionist will notify us of your arrival.

We will continue to work either in our office or remotely through our secure remote network. You may continue to contact us through traditional means (email, phone, fax, or US mail). All clients are encouraged to use our Karbon for Clients portal to send us files and exchange documents online — contact our office to request an invitation to create a portal account.

You can also call our office at (858) 481-8400 to schedule a telephone or Zoom appointment.

While this move will primarily benefit our company and employees, we are pleased that our new location — on the same campus as our previous office — will have minimal impact on clients who visit us in person. We appreciate your continued trust and look forward to servicing your tax and accounting needs from within our new space.