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

Peter Medina, EA – Director (Tax / Acct Svc)

Peter is a graduate of St. Mary’s College, Moraga, with a Bachelor’s of Science Degree in Accounting. He spent the first five years of his career as an auditor, with a focus on city government, special districts and not-for-profit organizations preparing audited financial statements and performing Comprehensive Annual Financial Report reviews for Government Finance Officers Association. During his time as an auditor, he accumulated over 400 hours of continuing education. In his time as an auditor, Peter worked his way from audit staff to audit supervisor while also participating in tax preparation on a seasonal basis.

This valuable knowledge earned as an auditor made it possible to transition 10 years ago to work directly with Tim Krisch as a full-time tax and accounting services associate. Over the past 10 years Peter has embraced various changes to the industry and developed a tax portfolio of over 600 individuals, entities, fiduciary and not-for-profit tax returns. Peter also maintains a portfolio of over 30 accounting services engagements in various industries.

Of course, he cannot do all the work alone and is blessed to have the capable resources of 12 professionals which he directly oversees.

Whereas Peter has a strong base in all matters relating to the Internal Revenue tax code, he has developed a strong emphasis in individual tax, State and local tax, non-profit’s and trusts and estates. Peter is required to maintain his Enrolled Agent license by receiving 72 hours of continuing education on a three-year cycle.

Please feel free to contact our administrative department to schedule a time to speak with Peter.