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
There continue to be changes coming in regarding the loan programs. With so many last minute changes regarding the Paycheck Protection Program Loan program, it appears it will most likely not be ready today as anticipated. Some banks are taking advanced applications...
As most of you are aware, the president signed into law the Cares Act on March 28th. Below is a summary of the items included in the legislations that apply to smaller businesses.We urge you to look at these provisions, especially the payroll protection program loan...
Under the CARES Act, an eligible individual will receive an advance payment for 2020 equal to the sum of: (1) $1,200 ($2,400 for eligible individuals filing a joint return) (2)$500 for each qualifying child of the taxpayer. For purposes of the child tax credit, the...