• 1979 ESTABLISHED
  • 72 MUNICIPAL CLIENTS
  • 30-40 SINGLE AUDITS ANNUALLY
  • 45+ NONPROFIT CLIENTS
  • 1 LOCAL OFFICE PLEASANT HILL
  • 0 LAWSUITS

Services

We are a full-service accounting firm employing nearly forty people. We offer a broad variety of services, including financial statement audits, tax planning and preparation, accounting services, information system services and consulting for individuals, businesses, non-profits and local governments.

We are the best-known regional municipal audit firm in Northern California. We presently have nearly one hundred municipal clients, more than any other Northern California accounting firm or national firm branch office.

We have a full-time year-round tax staff. We prepare several hundred income tax returns annually, and we offer a full range of tax planning services.

We have several dozen non-profit and tax-exempt organization clients for whom we prepare audited financial statements, as well as federal and state tax exempt organization returns.

We prepare monthly, quarterly and annual financial reports for our business clients, along with income tax returns, sales tax returns and other required filings.

Our consulting services are primarily in the areas of accounting and information technology. For example, we provide information system security reviews, vulnerability reviews, system planning, PCI security scans and business continuity consulting.