Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Established in 1949, Haas and Dawe has evolved from a family accounting practice into a 30-person firm with specialized expertise in audits, tax services, and business advisory solutions. Our firm maintains a strong reputation for performing audits of independent escrow companies across California while expanding our capabilities to serve diverse clients through comprehensive accounting, tax planning, and financial advisory services. Guided by core principles of professionalism, responsiveness, and quality, we combine big-firm technical expertise with personalized service tailored to each client's unique needs.Our team of CPAs and accounting professionals holds advanced certifications and industry-specific knowledge, enabling us to deliver strategic financial solutions for individuals, businesses, and nonprofit organizations. With over seven decades of experience, we remain committed to maintaining the highest standards of excellence while adapting to evolving regulatory requirements and technological advancements in the accounting profession.
Services
Audit Services
Tax Preparation
Payroll Services
Business Advisory
QuickBooks Services
Retirement Planning
Escrow Audits
Bookkeeping
IRS Representation
Financial Planning
Details
- Year established: 1949
Highlights and features
- We offer 75+ years of combined experience in accounting and audit services
- Specialized expertise in audits of California escrow and title companies
- Personalized approach combining big-firm capabilities with small-firm service
- Team of certified professionals with advanced industry-specific knowledge
- Commitment to ongoing professional education and regulatory compliance
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
Services
Audit Services
We provide comprehensive audit services for escrow companies and other businesses, offering the highest level of assurance through verification procedures in accordance with Generally Accepted Auditing Standards. Our team conducts detailed examinations of financial statements, internal controls, and regulatory compliance requirements. With specialized expertise in California escrow company audits, we help clients meet regulatory obligations while identifying opportunities for operational improvements.
Tax Preparation
Our tax preparation services cover individual and business tax returns with strategic planning to minimize liabilities. We handle complex tax situations including IRS representation, back taxes, and international tax compliance. Our professionals stay current with evolving tax codes to ensure accurate filings while maximizing available deductions and credits for both personal and corporate clients.
Payroll Services
We offer complete payroll processing solutions including tax compliance, direct deposit, and reporting. Our services ensure accurate employee payments and regulatory adherence while handling all tax filings and year-end W-2/1099 processing. We maintain compliance with federal, state, and local payroll regulations to protect businesses from potential penalties while providing detailed financial reporting.
Business Advisory
Our business advisory services include cash flow management, succession planning, and financial strategy development. We help businesses create budgets, improve profitability, and implement effective accounting systems. Our team provides outsourced CFO services and strategic guidance for business owners seeking to optimize operations and achieve long-term growth objectives.
QuickBooks Services
We provide QuickBooks setup, training, and troubleshooting services to help businesses maximize their accounting software capabilities. Our experts assist with system configuration, data migration, and customized reporting solutions. We offer ongoing support to ensure accurate financial tracking and efficient bookkeeping processes for small to mid-sized businesses using QuickBooks platforms.
People
Michael C. Haas
Stockholder
CPA with leadership experience since 1988, specializing in accounting industry standards and client relationships. Focuses on quality assurance and professional development while representing the firm at industry conferences.
Michael Dawe
Stockholder
Licensed CPA since 1997 with over 30 years of firm experience. Oversees operations and client services while maintaining active involvement in professional development and industry networking activities.
Shannon Joshua
Stockholder
CPA since 2009 with progressive leadership in audit department management. Combines technical expertise with strategic oversight of firm operations and client service delivery since joining in 2004.
Kayla Hiller
Audit Manager
Licensed CPA since 2018 specializing in escrow and title company audits. Provides technical expertise in financial compliance while maintaining client relationships. Joined the firm as an intern in 2014 and advanced to leadership role.
Questions
What accounting services do you offer for businesses?
We provide audit, review, and compilation services, along with bookkeeping, payroll processing, cash flow management, and business advisory solutions tailored to small and mid-sized businesses.
What's the difference between an audit and a review?
An audit provides the highest level of assurance through detailed testing, while a review offers limited assurance through inquiry and analytical procedures without extensive testing of internal controls.
How can you help with tax preparation?
We prepare individual and business tax returns, handle IRS representation, resolve tax debt issues, and provide strategic tax planning to minimize liabilities while maximizing available deductions and credits.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, troubleshooting, and system optimization services to help businesses effectively manage their accounting operations using this software platform.
