Expert Accounting Solutions for Business Growth
Welcome to Hewitt, Jones & Fitch, a full-service tax, accounting, and business consulting firm located in the heart of San Ramon, CA. Established in 1955, our firm has been dedicated to providing exceptional financial services to closely held businesses, professionals, and individuals for over six decades. Our main focus is on addressing the tax and business planning needs of small- to medium-sized businesses and their owners.
At Hewitt, Jones & Fitch, we pride ourselves on being more than just number-crunchers. Our partners and staff are committed to understanding our clients' unique needs and situations, ensuring that we provide customized solutions tailored to help them achieve their financial goals. We are dedicated to fostering strong, long-lasting relationships with our clients, built on trust, integrity, and exceptional service.
Our team of experienced professionals includes Certified Public Accountants (CPAs), Enrolled Agents (EAs), and support staff, all of whom are committed to staying current with the ever-changing tax landscape. Our combined expertise allows us to provide a wide range of services, including:
- Tax planning and compliance
- Accounting and bookkeeping
- Business consulting and advisory services
- Estate and trust planning
- Audit and attestation services
- Entity selection and structuring
- IRS representation and audit defense
- Payroll and sales tax services
Our Team
Theresa Fitch, CPA, EA - Partner
As a partner at Hewitt, Jones & Fitch, Theresa brings over 30 years of experience in public accounting, specializing in individual and small business taxation, tax planning, and bookkeeping. Theresa is an active member of the National Association of Enrolled Agents (NAEA) and the California Society of Enrolled Agents (CSEA).
Heather Justison, MS, CPA - Partner
With over 15 years of experience in public accounting, Heather specializes in tax planning and compliance for businesses and individuals. Heather holds a Master's degree in Taxation and is an active member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA).
Dave Hewitt, CPA - Part Time
Dave has been a valued member of the Hewitt, Jones & Fitch team for over 30 years. His areas of expertise include tax planning and compliance, business consulting, and financial statement preparation. Dave is an active member of the AICPA and CalCPA.
Sara Karrick, Administrator - Part Time
Sara has been with Hewitt, Jones & Fitch for over 15 years, providing administrative support and managing client relations.
Patricia Martin, Administrator - Part Time
Patricia joined Hewitt, Jones & Fitch in 2018, assisting with administrative tasks and client relations.
Why Choose Hewitt, Jones & Fitch?
At Hewitt, Jones & Fitch, we are committed to delivering the highest level of service to our clients. Our experienced team of professionals is dedicated to providing personalized, timely, and proactive solutions designed to help our clients succeed. We strive to build long-lasting relationships with our clients by offering:
- A team of experienced professionals with diverse expertise
- Customized solutions tailored to meet individual and business needs
- Timely and proactive communication
- Competitive fees
- Confidentiality and data security
- A commitment to staying current with tax laws and regulations
Accounting Services Experience
Richard Wood had a highly positive experience with the accounting team, particularly with Theresa, who is described as a "great accountant" who has never steered him wrong. He appreciated her honesty and straightforward approach to finance, stating that she "tells me straight up what's going on finance wise." Moreover, Richard praised the team for being "conveniently located in San Ramon" and easy to find.
Convenient Location and Light-Hearted Approach
The reviewer highlighted the team's friendly and approachable demeanor, mentioning that working with them was "light-hearted and enjoyable." Additionally, he appreciated their proactive approach to keeping him informed about the status of his accounts, ensuring he was always up-to-date.
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