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
Victims of the California wildfires that began August 14 now have until December 15, 2020 to file various individual and business tax returns and make tax payments, the Internal Revenue Service announced today. The IRS is offering this relief to any area designated by...
If you have received Paycheck Protection Program loans for your business, there are a few things important to know. In this blog we will explore the tax consequences of the PPP loans from the federal government to businesses. An eligible recipient may have PPP loan...
On Saturday, August 8, the President signed four executive actions providing additional COVID-19 relief. We do not yet know if these actions will proceed as planned, since his authority to take the actions have been called into question. However, we want you to be...