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
Many of us are making the transition to working from a home office, and while it’s not everyone’s cup of tea, it can offer some pretty decent tax benefits for the self-employed tax payer. The IRS presents three tests by which you can know if your desk at home...
As our economy adjusts to various forms of reopening, businesses are needing to adjust to what that means for us going forward. One major piece of the stimulus legislation that was enacted during this pandemic was the Payroll Protection Program loans (PPP loans). ...
Filing your taxes can be such a headache, but what about a tax bill higher than you can afford? We understand the IRS’s collection process can be very intimidating, so let’s discuss some options that can help keep the IRS from instituting its collection process which...