WHO WE ARE
We are a relationship-based CPA firm that also serves as strategic advisors to our clients.
WHO WE SERVE
We specialize in working with non-profits, small business, and manufacturers.
As a strategic accounting firm, our services focus on planning. We assist with growth planning, financial planning, succession planning, tax planning, and more.
Tim Smith, Owner, DFI Construction Company
Paul McKay, Woodline Cabinets
Rhonda Daniels, Executive Director, Moving Forward Towards Indpendence
Elaine Vanich, Marty Vanich Automotive Repair
Phil Kohlmetz, Former Executive Director, Bay Area Electric Railroad Association
David S. Lehman, DDS
Bill Zellars, Zellar's Concrete
Carolyn Murray, CFO, United Mobile Homeowners Association of Fairfield
Edward Montalbo, DMD
Alex Lopez, Co-owner, Creative Patio Works, Inc.
Shannon & Ryan McVeigh - Great Clips Franchisees
Recent Blog Posts
With tax season right around the corner, we’re all starting to mentally prepare for Uncle Sam to take his share of our earnings. Ok, ok, maybe it’s just us accountants that start to think about tax season so early; but we’ve got to make sure of all the details so that...
The economic fallout of the COVID-19 pandemic has left many individuals and businesses struggling financially. Small business owners are struggling with new safety guidelines, closures, and changing customer needs. Adapting to all these changes of course is costly,...
Victims of the California wildfires that began August 14 now have until December 15, 2020 to file various individual and business tax returns and make tax payments, the Internal Revenue Service announced today. The IRS is offering this relief to any area designated by...