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
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,...
Good News for businesses! That big asset you’ve been thinking about acquiring may now bring you a larger than ever first-year bonus depreciation deduction! Bonus depreciation has been a popular provision in the tax code because it allows the taxpayer to deduct,...
You may have heard that the Tax Cuts and Jobs Act has changed the deductibility of interest expenses. While that is true, the bigger change is the amount of the standard deduction. In 2017, the standard deduction was $6,350 for taxpayers filing single, $12,700 for...