Business Details
36 Years
experience
Your Trusted Partner for Accounting and Tax Services in Danville, CA
Regalia & Associates has served Northern California since 1990, specializing in audit, tax, and consulting services for exempt organizations, businesses, and individuals. Our team combines the experience of former Big 4 professionals with deep private-sector expertise to deliver tailored solutions. We prioritize timely service, integrity, and client-centric advice, maintaining rigorous professional standards through peer reviews and continuous education. With over 30 years of collective experience, we address complex financial challenges while fostering long-term client relationships. Our commitment to quality is reflected in our adherence to AICPA and California State Board of Accountancy guidelines, ensuring reliable, compliant services.We focus on understanding each client's unique needs to provide actionable insights and operational guidance. Our professionals bring diverse industry backgrounds, enhancing our ability to navigate regulatory and financial complexities. We emphasize transparency, ethical practices, and clear communication to build trust and deliver lasting value. By blending large-firm expertise with personalized attention, we empower clients to achieve financial clarity and compliance. Our dedication to excellence has made us a trusted partner for organizations seeking dependable accounting solutions.
Services
Audit Services
Tax Preparation
Consulting
Accounting
Business Valuations
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of experience in accounting and audit services for exempt organizations.
- Our team includes former Big 4 auditors with specialized expertise in nonprofit compliance.
- We maintain quality through triennial peer reviews and adherence to AICPA standards.
- Personalized service combining large-firm expertise with small-firm attention.
- Commitment to integrity, transparency, and ethical accounting practices.
Associations and certifications
- American Institute of Certified Public Accountants
- California State Society of Certified Public Accountants
- Peer Review
Services
Audit Services
Our audit services provide independent verification of financial statements, ensuring compliance with GAAS and GAAP standards. We conduct thorough assessments of assets, liabilities, and internal controls to deliver credible, actionable insights tailored to nonprofit and corporate clients. This includes management letters addressing internal control improvements.
Tax Preparation
We prepare federal and state tax returns for exempt organizations, individuals, corporations, and trusts. Our services ensure compliance with IRS regulations while optimizing tax strategies, including multi-state filings and expatriate tax considerations for diverse client needs.
Consulting
Our consulting services address unique financial challenges, offering strategic guidance on compliance, internal controls, and operational efficiency. We support clients in navigating complex regulatory environments and implementing sustainable financial practices aligned with their organizational goals.
Accounting
We provide compilation and review services for financial statements, ensuring accurate reporting and compliance with accounting standards. Our team assists with day-to-day accounting needs, including depreciation tracking and regulatory disclosure requirements for small to mid-sized organizations.
Business Valuations
Our business valuation services employ methodologies like EBITDA multipliers and discounted cash flow analysis to determine fair market value. This supports mergers, acquisitions, and succession planning by delivering data-driven insights into a company's financial worth and growth potential.
People
Douglas Regalia
Principal - Shareholder
Founder with 30+ years in public accounting and finance, including KPMG and CFO roles. Specializes in audit engagements and nonprofit financial strategy. Active in professional recruitment and training.
Rachel Berger
Principal - Shareholder
CPA with expertise in nonprofit audits and peer review compliance. Leads quality assurance initiatives and maintains AICPA standards. Former auditor at Ernst & Young with advanced degrees in accounting.
David Berger
Principal - Shareholder
Finance leader with 18+ years in audit, FP&A, and M&A. Served as CFO at tech firms like ThousandEyes (acquired by Cisco). Combines corporate finance expertise with nonprofit advisory experience.
Dana Chavarria
Principal - Tax Department
Specializes in tax compliance for nonprofits, estates, and corporations. Former California State Board of Equalization auditor. Active in local education and nonprofit governance.
Valerie Regalia-Herrington
Senior Manager
Auditor with experience in high-tech and nonprofit sectors. Handles exempt organization audits and internal controls. Holds degrees from UC Davis and is a licensed CPA.
Questions
What accounting services do you offer for nonprofits?
We provide audits, tax preparation, and consulting tailored to 501(c) organizations, ensuring compliance with IRS and state regulations.
How do you handle business valuations?
We use EBITDA multipliers, discounted cash flow, and other methods to determine fair market value for mergers or acquisitions.
Are your services available outside Northern California?
While based in Danville, we serve clients nationwide, particularly in audit and tax matters requiring remote collaboration.
What payment methods do you accept?
We accept checks, Visa, Mastercard, and Diner's Club for all services rendered.
How do you support clients during IRS audits?
We manage all correspondence and amended filings, billing at standard rates for audit defense services.
