Business Details
46 Years
experience
Your Trusted Accounting Partner in Alameda, CA
At Solberger & Smith, our mission is to empower clients to manage their finances and make informed business decisions through expert advisory services. With over four decades of experience, we serve diverse clients including businesses, individuals, estates, and trusts, ensuring financial clarity and strategic guidance. Our team combines extensive financial expertise with advanced technology platforms to deliver tailored solutions for long-term success. We prioritize understanding the unique financial landscape of each client, offering insights that drive efficiency, profitability, and confidence in financial decision-making. By dedicating a firm partner to every engagement, we ensure personalized attention and accountability to meet specific goals.Our secure, web-based portal provides 24/7 access to critical financial data, enabling clients to maintain control and transparency. Backed by 85 years of combined experience, we bring credibility and depth to every advisory relationship. Our approach extends beyond transactional accounting, focusing on the strategic implications of financial decisions for sustained growth. From tax optimization to operational consulting, we align our expertise with client needs to foster financial stability and resilience. Committed to innovation, we also emphasize cybersecurity awareness as a critical component of modern financial management.
Services
QuickBooks Services
Tax Planning
Business Consulting
Estate Planning
Cybersecurity Advisory
Details
- Year established: 1980
Highlights and features
- We bring 85 combined years of financial management expertise to every client relationship.
- A dedicated firm partner oversees all client engagements for personalized accountability.
- Our secure technology platform provides 24/7 access to financial data and insights.
- We specialize in maximizing tax savings opportunities across business structures.
- Our advisory approach focuses on the strategic implications of financial decisions.
Associations and certifications
- Intuit QuickBooks ProAdvisor
Services
QuickBooks Services
Our Certified ProAdvisors optimize QuickBooks for small businesses through customized setup, training, and troubleshooting. We ensure clients utilize 100% of available features to streamline financial operations. Our support covers Desktop, Enterprise, and Online versions with dedicated assistance from implementation to ongoing maintenance.
Tax Planning
We develop comprehensive tax strategies for businesses and individuals across all entity types. Our specialists identify deductions and credits to minimize liabilities while ensuring compliance. Services include quarterly tax projections, estate tax planning, and representation during audits.
Business Consulting
Our consultants provide strategic guidance on cash flow management, profit improvement, and business valuation. We help clients implement systems for operational efficiency and long-term growth. Services include financial forecasting, budget development, and succession planning for business owners.
Estate Planning
We create holistic estate plans to preserve family wealth across generations. Our advisors coordinate with legal counsel to structure trusts and wills that align with financial goals. Services include inheritance tax planning and charitable giving strategies for high-net-worth clients.
Cybersecurity Advisory
Our team educates businesses on mitigating cyber risks through proactive security measures. We provide jargon-free guidance on implementing protective controls and compliance frameworks. Services include risk assessments, staff training programs, and incident response planning for small businesses.
People
Donna Bain Smith
Founding Partner
Certified Public Accountant with 30+ years advising businesses on financial strategy and tax compliance. MBA holder specializing in operational efficiency and succession planning for professional service firms.
Jack Solberger
Founding Partner
Seasoned CPA with expertise in tax law and business valuation. MBA credential holder who develops customized financial solutions for multi-generational family businesses and high-net-worth individuals.
Questions
What accounting software do you support?
We specialize in QuickBooks Desktop, Enterprise, and Online editions, providing implementation, customization, and training services for small businesses.
Do you handle both business and personal tax planning?
Yes, we serve businesses of all structures, estates, trusts, and individuals with comprehensive tax optimization strategies tailored to unique circumstances.
How do you ensure data security for client information?
We employ enterprise-grade encryption, multi-factor authentication, and regular security audits. Our team also provides cybersecurity training programs for small businesses.
What industries do you typically work with?
We serve professional service providers, retail businesses, product-based companies, and individual taxpayers without industry-specific limitations.
Can you help with business succession planning?
Our consultants specialize in succession strategies, including ownership transfers, tax-efficient business valuation, and continuity planning for family-owned enterprises.
How do you stay current with tax law changes?
Our team maintains CPA licenses through continuing education requirements and participates in industry associations tracking legislative updates affecting tax regulations.
