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
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...
With shelter-in-place orders in effect all over the country, many businesses are transitioning employees to working from home. One of the major challenges of remote work is finding the right software to enable employees to collaborate while working in separate...
We have heard from multiple clients now that many are currently trying to apply for the Payroll Protection Program Loan and are having difficulty knowing what numbers to submit and what costs to track. We would like to offer the following resources: For details on...