Business Details
50+ Years
experience
Trusted Accounting Services in Burlingame, CA
Founded in 1968, Richard T Dwyer has established itself as a trusted boutique CPA firm serving clients for over five decades. Our firm combines deep financial expertise with personalized service tailored to the unique needs of high-net-worth individuals, closely-held businesses, and family partnerships. We specialize in tax planning, estate and trust administration, and multi-state taxation strategies while maintaining a commitment to evolving with the financial landscape. Our team of seasoned professionals brings decades of combined experience in public accounting, delivering strategic solutions for complex financial challenges. We prioritize building long-term relationships through transparent communication and a client-centric approach that emphasizes understanding individual goals.With expertise in retirement planning, stock option compensation, and household payroll compliance, we provide comprehensive financial guidance. Our services extend to bookkeeping, family office support, and business succession planning, ensuring holistic financial management. As a locally rooted firm, we maintain strong ties to the Burlingame community while serving clients across diverse industries. Our managing partners bring over 80 combined years of experience, offering specialized knowledge in S corporations, LLCs, and cross-border tax matters. We remain dedicated to advancing our technical proficiency through continuous education while preserving the personalized touch that defines our practice.
Services
Tax Return Preparation
Estate Planning
Tax Planning
Bookkeeping Services
Family Office Services
Details
- Year established: 1968
Highlights and features
- We offer 50+ years of specialized tax planning experience
- Our team includes CPAs with multi-generational local expertise
- We provide tailored solutions for complex family business structures
- Our multilingual staff serves diverse client backgrounds
- We maintain direct partner-level involvement in all client engagements
Services
Tax Return Preparation
We prepare comprehensive tax returns for individuals, businesses, trusts, and estates. Our service covers all entity types including S corporations, LLCs, and family partnerships. Our experienced CPAs ensure accurate compliance with federal, state, and local tax regulations while identifying potential savings opportunities.
Tax Planning
Our strategic tax planning addresses business succession, retirement, and stock option compensation. We develop customized plans for high-net-worth individuals and closely-held businesses. Our approach considers multi-state tax implications and evolving financial circumstances to minimize liabilities while supporting long-term goals.
Estate Planning
We provide specialized planning for estates, gifts, and trusts. Our services include creating strategies for wealth transfer, probate avoidance, and tax-efficient asset distribution. We work closely with legal professionals to ensure comprehensive estate plans that protect family legacies across generations.
Bookkeeping Services
Our monthly accounting services support small to mid-sized businesses with accurate financial record-keeping. We maintain organized financial data for tax compliance and business decision-making. Our systems provide real-time financial insights while ensuring proper payroll tax treatment for household employees.
Family Office Services
We offer coordinated financial management for affluent families through integrated tax, investment, and estate planning. Our services address complex financial structures and intergenerational wealth transfer. We serve as a central resource for managing family financial affairs with discretion and expertise.
People
Matthew J. Colvin
Managing Partner
Certified Public Accountant with 40+ years experience specializing in business succession planning and multi-state taxation. Burlingame native and UC Berkeley graduate with expertise in S corporations and family partnerships.
Ryan L. Colvin
Partner
CPA with 20+ years in tax planning for small businesses and individuals. Specializes in monthly accounting services for closely-held companies. Holds Masters in Taxation from Golden Gate University and Bachelors from Cal Poly.
Abhishek Maan
Certified Public Accountant
Tax specialist with dual accounting degrees from Cal Poly and India. Provides individual tax solutions for diverse clients. Fluent in three languages and experienced in serving clients with varying net worth levels.
Questions
What types of clients do you specialize in?
We specialize in serving high-net-worth individuals, closely-held businesses, family partnerships, and trusts. Our expertise particularly benefits clients with complex tax situations and multi-generational wealth planning needs.
How do you provide personalized service?
We maintain direct partner involvement in all engagements and tailor solutions to individual circumstances. Our small firm structure allows for personalized attention while maintaining technical depth through our experienced team.
What tax planning services do you offer?
We provide comprehensive tax planning including business succession, retirement strategies, stock option compensation planning, and multi-state tax optimization for both individuals and business entities.
Do you offer multilingual support?
Yes, our team includes professionals fluent in English, Hindi, and Punjabi, enabling effective communication with clients from diverse linguistic backgrounds while maintaining technical accuracy.
