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
Here is a look at some of the more important elements of the Tax Cuts and Jobs Act that have an impact on tax-exempt organizations. In general, the provisions involved are effective starting in 2018. Unrelated Business Taxable Income (“UBTI”) will change certain...
In my recent article in the Sacramento Business Journal, https://www.bizjournals.com/sacramento/news/2019/08/01/biz-smarts-some-tips-for-preparing-your-business.html I talked about how to prepare your business for your exit. In the article, I pointed out the need for...
The Qualified Business Income (QBI) deduction is a new tax deduction for individuals that was created as part of the tax overhaul. The changes to the tax law drastically reduced the corporate tax rate and the QBI deduction was added as a way to include small...