Business Details
50+ Years
experience
Your Trusted Accounting Partner in San Ramon, CA
Founded in 1955, our firm has dedicated over six decades to serving closely held businesses and individual clients across Alameda, San Ramon, the East Bay, and beyond. Our expertise centers on tax compliance, strategic planning, and consulting for proprietorships, corporations, partnerships, and LLCs, with specialized attention to estate and trust tax matters. We prioritize direct access to partners, ensuring personalized service tailored to each client's unique needs. Our team combines technical proficiency with a commitment to simplifying complex tax regulations, delivering actionable strategies that align with evolving legislative landscapes.By maintaining a boutique structure, we guarantee hands-on support while collaborating with external advisors like CFPs and estate attorneys to provide holistic financial solutions. Our track record reflects a steadfast dedication to accuracy, client education, and proactive tax management, fostering long-term relationships built on trust and measurable outcomes.
Services
Tax Planning
Estate Tax Preparation
Accounting Support
Entity Selection
Wealth Transfer Strategies
Details
- Year established: 1955
Highlights and features
- We offer over 65 years of specialized experience in tax planning for closely held businesses.
- Our clients receive direct access to partner-level expertise and customized strategies.
- We collaborate with financial advisors and attorneys to provide integrated wealth management solutions.
- Our boutique firm structure ensures personalized attention without corporate bureaucracy.
- We focus on simplifying complex tax regulations while maximizing compliance and savings.
Services
Tax Planning
Our tax planning services develop customized strategies to minimize liabilities while ensuring compliance with evolving federal and state regulations. We analyze business structures, income streams, and deductions to optimize financial outcomes. Clients benefit from proactive guidance tailored to their specific industry challenges and long-term goals.
Estate Tax Preparation
We specialize in estate and trust tax preparation, helping clients implement wealth transfer strategies that protect assets and reduce tax burdens. Our team coordinates with estate attorneys to ensure seamless execution of wills, trusts, and portability elections. Services include preparing complex fiduciary returns and advising on generation-skipping transfer taxes.
Accounting Support
Our accounting support provides controllers and business owners with accurate financial records and adjusting entries. We ensure GAAP compliance while offering insights into cash flow management and operational efficiency. This service includes interim reconciliations and year-end close assistance for small to mid-sized enterprises.
Business Entity Selection
We guide clients through selecting optimal business structures, comparing S-corps, LLCs, and partnerships for tax efficiency. Our analysis considers liability protection, profit distribution, and scalability needs. This service includes cost-benefit projections and state-specific regulatory compliance assessments.
Wealth Transfer Strategies
Our wealth transfer strategies focus on preserving family assets through advanced gifting techniques and trust structures. We address business succession challenges and coordinate with financial advisors to align estate plans with retirement goals. Services include lifetime exemption utilization and charitable remainder trust planning.
People
Theresa Fitch
Partner
Theresa Fitch, CPA and Enrolled Agent, specializes in tax compliance and planning for high-net-worth individuals and businesses. With over 25 years of experience, she focuses on minimizing tax liabilities through strategic entity structuring and international tax planning while maintaining IRS audit defense expertise.
Heather Justison
Partner
Heather Justison, MS and CPA, provides tax consulting services for business owners and professionals. Her expertise includes entity selection, retirement planning, and Section 1031 exchanges. Heather collaborates with wealth managers to align tax strategies with investment portfolios, ensuring comprehensive financial planning for clients across industries.
Dave Hewitt
Part-Time CPA
Dave Hewitt delivers specialized accounting support to small businesses, focusing on financial statement preparation and tax compliance. With decades of experience in public accounting, he assists clients with QuickBooks setup, payroll tax resolutions, and cash flow analysis to improve operational efficiency for closely held enterprises.
Questions
What tax services do you specialize in for businesses?
We specialize in entity selection, corporate tax compliance, payroll tax reporting, and strategic tax planning tailored to closely held businesses across industries.
How do you help clients with estate tax planning?
We implement wealth transfer strategies, trust structures, and portability elections to minimize estate taxes while ensuring smooth business succession and asset protection.
What accounting support do you offer business owners?
We provide financial statement preparation, adjusting journal entries, and QuickBooks assistance to maintain accurate records and support informed decision-making for small to mid-sized companies.
Do you work with other financial professionals?
Yes, we collaborate with estate attorneys, CFPs, and investment advisors to deliver integrated solutions that align tax strategies with broader financial objectives.
