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
With tax season looming, it’s time to dig through that file cabinet and sort through the documents you stuffed in there last summer as you rushed out to go swimming. But who has the time to devote to such mind numbing drudgery? And to top it all off, as soon as your...
An important question businesses must answer when hiring is whether to consider the worker an employee or an independent contractor. This is an important distinction since the answer determines who is responsible for paying the employer payroll taxes. An independent...
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...