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
Prior to 2018, a business could generally deduct ordinary and necessary entertainment expenses (subject to the 50% disallowance rules) if the entertainment was directly related to the active conduct of a trade or business or associated with the active conduct of a...
Working with many business owners who are planning their exit strategies brings up common questions: where do we find the new owners? Are there plenty of entrepreneurs in the marketplace now? Do we sell to employees within the company? It can take a number of years...
It’s great to know your donations to charity can yield immediate tax benefits. Congress continues to value the charitable deduction and, if you itemize your tax deductions, you can still take a deduction for a charitable contribution. In order to do this, however,...