Business Details
48 Years
experience
Your Trusted Oakland Accounting Firm for Tax & Business Solutions
Mowat Mackie & Anderson (MMA) is a full-service accounting firm based in Oakland, California, with over 43 years of experience serving clients across Northern California, the U.S., and globally. Our firm specializes in providing tailored accounting, auditing, tax planning, and business consulting services to closely held businesses, high-net-worth individuals, trusts, estates, nonprofits, and real estate partnerships. We pride ourselves on maintaining a balance between the expertise of a large firm and the personalized attention of a smaller practice, ensuring each client receives direct partner oversight. Our commitment to proactive tax strategies, business growth solutions, and compliance with evolving regulations has earned us recognition as one of the Top Ten East Bay Area accounting firms.We build long-term relationships by delivering creative, client-focused solutions that consistently exceed expectations. Our collaborative approach integrates trusted professionals from legal, financial, and administrative fields to address complex client needs. With a team of experienced partners who have worked at Big 4 firms and the IRS, we combine technical excellence with practical advice to support our clients' personal and business success. Our services span accounting and auditing, tax planning and compliance, business consulting, employee benefit plans, private foundations, and nonprofit organizations. We are dedicated to helping clients navigate financial challenges while maintaining the highest standards of integrity and professionalism.
Services
Tax Planning & Compliance
Business Consulting
Accounting & Auditing
Employee Benefit Plans
Private Foundations
Nonprofit Accounting
Real Estate Partnerships
Trust & Estate Services
Details
- Year established: 1978
Highlights and features
- We offer 43+ years of experience in accounting and tax services for Northern California businesses.
- Our partners provide direct oversight and collaborate with external experts for comprehensive solutions.
- We specialize in proactive tax planning to minimize liabilities while ensuring compliance.
- Our client-focused approach builds long-term relationships with tailored accounting strategies.
- We serve diverse industries including real estate, nonprofits, and high-net-worth individuals.
Associations and certifications
- AICPA Audit Quality Center
Services
Tax Planning & Compliance
We provide proactive tax planning and compliance solutions for individuals and businesses. Our services include identifying tax-saving opportunities, preparing returns, and advising on federal/state tax laws. With expertise in complex tax situations, we help clients minimize liabilities while maintaining compliance. Our year-round consultation ensures clients stay ahead of regulatory changes affecting their financial strategies.
Business Consulting
Our business consulting focuses on improving profitability and growth through strategic planning. We assist with mergers, acquisitions, succession planning, and entity structuring. By analyzing operational challenges, we develop practical solutions tailored to each client's goals. Our partners bring decades of experience from Big 4 firms and the IRS to deliver actionable insights for business owners.
Accounting & Auditing
We deliver comprehensive accounting and auditing services to ensure accurate financial reporting. Our team provides cost-effective solutions for businesses, nonprofits, and real estate partnerships. By maintaining well-organized records, we help clients improve operational efficiency and make informed decisions. Our audit services comply with industry standards while offering constructive recommendations for financial optimization.
Nonprofit Accounting
We specialize in accounting services for nonprofit organizations seeking growth and maturity. Our team understands the unique financial challenges nonprofits face, including grant management and compliance with tax-exempt regulations. We provide cost-effective solutions to streamline operations while ensuring adherence to reporting requirements. Our goal is to help nonprofits maximize their impact through sound financial stewardship.
Private Foundations
We guide clients through complex regulations governing private foundations to maintain tax-exempt status. Our services include advising on prohibited transactions, excise taxes, and charitable distribution requirements. With deep expertise in trust and estate planning, we help foundations navigate compliance challenges while aligning financial strategies with their philanthropic missions.
People
Thomas O. Hatfield
Partner
Thomas O. Hatfield has spent his entire career in public accounting, serving businesses, nonprofits, and individuals. His expertise spans accounting, auditing, and tax compliance, with a focus on delivering client-focused solutions.
Susan S. Jordan
Partner
Susan S. Jordan specializes in income tax compliance and planning for individuals, trusts, and estates. With extensive experience in complex tax scenarios, she provides strategic advice to minimize liabilities within legal frameworks.
Robert B. Rognon
Partner
Robert B. Rognon began his career at Deloitte and joined MMA in 1991. He focuses on business consulting, mergers, and acquisitions, leveraging his middle-market expertise to drive client growth and operational efficiency.
Loi P. La
Partner
Loi P. La specializes in accounting and tax services for high-net-worth individuals. His background includes working at a San Francisco firm, where he developed expertise in personalized financial strategies for complex client needs.
Questions
What accounting services does Mowat Mackie & Anderson offer?
We provide accounting, auditing, tax planning, business consulting, nonprofit services, and private foundation compliance for clients in Northern California and beyond.
How does MMA support business growth?
Our business consulting services identify operational challenges and develop strategies for profitability, including mergers, acquisitions, and succession planning tailored to your industry.
Do you specialize in tax planning for high-net-worth individuals?
Yes, our team provides customized tax planning solutions for high-net-worth individuals, focusing on minimizing liabilities while ensuring compliance with evolving tax laws.
What sets MMA apart from other accounting firms?
We combine the expertise of Big 4-trained professionals with personalized service, ensuring direct partner oversight and collaborative solutions tailored to each client's unique needs.
How do you handle nonprofit accounting needs?
We offer cost-effective nonprofit accounting services, focusing on compliance, grant management, and financial strategies to support organizational growth and mission sustainability.
