Business Details
50+ Years
experience
Trusted Accounting Services in San Ramon, CA
Founded in 1955, our firm has dedicated over six decades to serving closely held businesses and individual clients in Alameda, San Ramon, the East Bay, and beyond. Our expertise centers on tax compliance, planning, and consulting for proprietorships, corporations, partnerships, and limited liability companies, with specialized attention to estate and trust tax planning. We prioritize direct access to partners, ensuring personalized service tailored to evolving tax laws and client needs. Our team collaborates with financial advisors, estate planning attorneys, and other professionals to deliver comprehensive strategies for wealth transfer, business continuity, and entity selection.With a focus on accuracy and timeliness, we provide accounting support, depreciation planning, and retirement strategy guidance to help clients navigate complex financial landscapes. Our commitment to competitive rates and clear communication has solidified our reputation as a trusted local accounting firm.
Services
Tax Planning & Preparation
Estate & Trust Tax Services
Accounting Support
Business Entity Selection
Tax Consulting
Details
- Year established: 1955
Highlights and features
- We have over 65 years of experience serving closely held businesses in the East Bay.
- Our clients receive direct access to partner-level expertise and personalized service.
- Specialized in tax strategies for doctors, lawyers, engineers, and other professionals.
- We collaborate with estate planning attorneys and financial advisors for holistic solutions.
- Certified professionals provide accurate, up-to-date guidance on entity selection and tax laws.
Services
Tax Planning & Preparation
We develop customized tax strategies for individuals, corporations, and LLCs, adapting to changing tax laws. Our planning minimizes liabilities while ensuring compliance. Clients benefit from partner-led preparation and proactive year-round advice.
Estate & Trust Tax Services
Our firm guides clients through estate tax planning, trust administration, and wealth transfer strategies. We collaborate with attorneys to ensure seamless asset transitions and reduced tax burdens for beneficiaries and surviving spouses.
Business Entity Selection
We analyze S corporations, LLCs, and partnerships to determine optimal structures for tax efficiency and business goals. Our advice considers long-term implications for growth, liability, and operational flexibility.
Accounting Support
We assist business owners and controllers with maintaining accurate financial records, including adjusting journal entries. Our support ensures compliance and clarity for interim or annual reporting needs.
Tax Consulting
Our consulting covers IRA conversions, 1031 exchanges, depreciation elections, and retirement planning. We provide actionable insights tailored to individual and business client circumstances and long-term objectives.
People
Theresa Fitch
Partner
Theresa Fitch, CPA and Enrolled Agent, leads client relationships with expertise in tax planning and compliance. She specializes in serving closely held businesses and their owners.
Heather Justison
Partner
Heather Justison, MS and CPA, provides strategic tax guidance to professionals and business owners. Her focus includes entity selection and retirement planning strategies.
Dave Hewitt
Part Time
Dave Hewitt, CPA, contributes part-time expertise in tax compliance and consulting for individuals and small businesses.
Sara Karrick
Administrator
Sara Karrick manages administrative operations, ensuring smooth client service delivery and organizational efficiency.
Patricia Martin
Administrator
Patricia Martin supports client needs through administrative coordination and attention to detail in financial documentation.
Questions
What accounting services do you offer?
We provide tax planning, compliance, and consulting for businesses and individuals, including estate tax preparation, entity selection, and retirement strategy guidance.
Do you specialize in specific industries?
We focus on closely held businesses and professionals like doctors, lawyers, and engineers, offering tailored tax and financial planning solutions.
How do you handle estate and trust taxes?
We collaborate with attorneys to create wealth transfer strategies, minimize estate taxes, and ensure compliance with trust administration requirements.
Can you help with business entity selection?
Yes, we analyze S corps, LLCs, and partnerships to determine the most tax-efficient structure for your business goals.
What sets your firm apart?
Our partner-led service, local expertise since 1955, and collaborative approach with financial advisors and attorneys ensure comprehensive client solutions.
