Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Turlock, CA
Established in 1947 by Carl Hillberg, our firm has grown into a full-service accountancy practice through decades of dedicated service. We specialize in delivering personalized tax, accounting, and business advisory solutions for entrepreneurs and closely held businesses across the Central Valley. Our team, led by Managing Partner David Rosea CPA, CFE, and CFFbrings over 20 years of expertise in audits and public accounting to every client engagement. We serve diverse industries including agriculture, real estate, construction, manufacturing, and retail, alongside individuals and trusts. Our commitment to excellence is reflected in our client-centric approach, leveraging cloud computing and adaptable financial solutions to drive business growth.With a legacy of trust built over 75 years, we prioritize honesty, integrity, and long-term client success. Our comprehensive services span virtual CFO support, budgeting, cash-flow analysis, estate planning, and forensic accounting. Backed by memberships in prestigious organizations like the American Institute of CPAs and the Association of Certified Fraud Examiners, we ensure the highest standards of professionalism. Our client-focused portal provides access to a wealth of resources, while our team remains available for personalized support. We are proud to be recognized as trusted advisors who cultivate financial stability and growth for every client.
Services
Tax Services
Audit & Assurance
Business Advisory
Accounting Services
Estate Planning
Virtual CFO
Budgeting
Cash-flow Analysis
Cloud Computing
Succession Planning
Details
- Year established: 1947
Highlights and features
- We offer 75+ years of experience in accounting and tax services for Central Valley businesses.
- Our team includes certified professionals with CPA, CFE, and CFF designations.
- We specialize in industry-specific solutions for agriculture, real estate, and manufacturing sectors.
- Our client-focused portal provides accessible resources and cloud-based financial tools.
- We prioritize long-term partnerships through transparent, integrity-driven advisory services.
Services
Tax Services
We provide comprehensive tax solutions including return preparation for individuals, corporations, partnerships, estates, and trusts. Our team offers consultation, ongoing planning, and strategic advice to minimize liabilities while ensuring compliance. With expertise in evolving tax regulations, we help clients navigate complex filings and optimize financial outcomes.
Audit & Assurance
Our audit and assurance services include financial statement attestation, internal control testing, and evaluation. We deliver accurate reporting and risk assessment tailored to businesses requiring compliance with regulatory standards. Our certified professionals ensure transparency and reliability in financial disclosures for stakeholders and investors.
Business Advisory
We offer virtual CFO services, budgeting, and cash-flow analysis to support business decision-making. Our advisory solutions leverage cloud computing tools to provide real-time financial insights. This service helps organizations improve operational efficiency, manage resources, and achieve long-term growth objectives through data-driven strategies.
Accounting Services
From financial statement design to bookkeeping, we handle all aspects of accounting operations. Our services include system setup, interim closing support, and cloud-based accounting solutions. We ensure accurate, timely financial records that empower businesses to maintain compliance and make informed financial decisions.
Estate Planning
Our estate planning services focus on gifting strategies, succession planning, and asset protection. We help individuals and trusts preserve wealth through tailored plans that address tax implications and legal requirements. This service ensures seamless transfer of assets while minimizing financial exposure for future generations.
People
David Rose
Managing Partner
David Rose, CPA, CFE, and CFF, leads Hillberg & Company with over 20 years in audits and public accounting. He specializes in forensic accounting and fraud examination, ensuring clients receive expert guidance in risk management and financial compliance.
Robert Hillberg
Partner
Robert Hillberg, CPA, PFS, and MBA, brings expertise in personal financial planning and tax strategies. With decades of experience, he advises high-net-worth individuals and businesses on optimizing financial health and long-term stability.
Joe Julio
Partner
Joe Julio, CPA, contributes specialized knowledge in tax compliance and business advisory services. His focus on client-specific solutions helps businesses in agriculture and manufacturing navigate complex financial landscapes with confidence.
Daniel Currie
Tax Services Partner
Daniel Currie, CPA, EA, and MS in Taxation, oversees tax service delivery. He provides strategic tax planning and compliance solutions for individuals and businesses, ensuring alignment with evolving regulatory requirements and client goals.
William Behrens
Director
William Behrens, CPA and ABV-certified, directs assurance services with a focus on business valuation and financial analysis. His expertise supports clients in mergers, acquisitions, and strategic decision-making grounded in accurate financial assessments.
Questions
What services does Hillberg & Company offer?
We provide tax preparation, audit and assurance, business advisory, accounting, and estate planning services for businesses and individuals.
Which industries do you specialize in?
We serve agriculture, real estate, construction, manufacturing, retail, and individuals/trusts across the Central Valley.
How long has Hillberg & Company been in business?
Since 1947, we have delivered accounting and tax services with a legacy of trust spanning over 75 years.
Can I access financial tools online?
Yes, our client portal offers cloud-based resources, including virtual CFO services and real-time financial management tools.
