Your trusted advisors in financial planning
A Legacy of Expertise and Personalized Service
Richard T. Dwyer & Company (RTD) is a boutique Certified Public Accounting (CPA) firm nestled in the heart of Burlingame, California. For over 50 years, we have proudly served individuals, businesses, trusts, and estates with personalized financial guidance and expertise.
Who We Are
Our dedicated team comprises experienced professionals with extensive backgrounds in taxation, accounting, and financial planning. We are passionate about building lasting relationships with our clients, offering a personalized and collaborative approach to achieving their financial goals.
Our Services
We offer a comprehensive suite of services designed to address every aspect of your financial life, including:
Tax Planning & Compliance
- Individual and entity tax return preparation
- Tax planning and optimization for businesses, owners, and estates
- Retirement planning and contribution strategies
- Stock options compensation planning
- Household employee payroll tax compliance
Accounting Services
- Accounting preparation and compilation engagements
- Bookkeeping services
- Family Office services
Client Focus
Our clients are primarily mid- to high-net-worth individuals, closely-held businesses, partnerships, trusts, and estates. We understand the unique financial challenges of these groups and tailor our services to meet their specific needs.
Our Guiding Principles
Our core values guide everything we do:
- Integrity: We adhere to the highest ethical and professional standards.
- Client focus: Your success is our success.
- Expertise: We are committed to ongoing professional development and knowledge sharing.
- Collaboration: We work alongside our clients to achieve shared goals.
- Open communication: We value transparency and regular communication with our clients.
Experience Excellence with RTD
At Richard T. Dwyer & Company, we have built a reputation for excellence and personalized service. Our commitment to quality and client satisfaction has earned us the trust of generations of clients.
Accounting Services
Review Summary
The reviewer, Angelique B., shares her exceptional experience with accounting services provider Bryan Blythe from Richard T Dwyer. With over 4 years of collaboration, the reviewer praises the accountant for their impeccable work, attention to detail, and professionalism.
Positive Aspects
The reviewer highlights the accountant's responsiveness, taking the time to answer their questions throughout the year. They appreciate the thorough and flawless preparation of taxes, making the process hassle-free. The accountant's friendly and professional demeanor has earned their trust, considering them a great asset.
Next Steps
The reviewer expresses their intention to continue using the accountant's services for many years to come.
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