Business Details
50+ Years
experience
Bakersfield's Premier Accounting & Tax Advisory Firm
Established in 1956, our firm has grown from a single practitioner's office to one of Bakersfield's most respected accounting firms. We combine decades of experience with a proactive approach to tax, audit, and business advisory services, prioritizing client relationships and long-term success. Our team of CPAs and advisors brings diverse expertise across industries, leveraging cutting-edge technology and personalized service to address complex financial challenges.As active community members, we support local nonprofits while maintaining global professional connections through affiliations like the Aprio Professional Services+ Practice. Our commitment to excellence is demonstrated through tailored solutions that help clients navigate tax code changes, succession planning, and strategic growth opportunities.
Services
Tax Preparation
Financial Audits
Business Advisory
QuickBooks Services
Succession Planning
Government Reporting
Estate Tax Planning
Client Coaching
Financial Modeling
Nonprofit Accounting
Details
- Year established: 1956
Highlights and features
- 60+ years of combined experience in accounting and tax advisory services
- Proactive approach to identifying and addressing financial challenges
- Access to global resources through Aprio Professional Services+ network
- Industry-specific expertise across real estate, healthcare, and construction
- Community-focused firm with deep local roots since 1956
Services
Tax Preparation
Our comprehensive tax preparation services cover business, individual, and estate tax needs. We combine deep knowledge of evolving tax codes with personalized strategies to ensure compliance while optimizing tax positions. Our CPAs provide detailed situation reviews and customized filing solutions for clients across multiple industries.
Financial Audits
We deliver accurate audit and assurance services tailored to each client's specific requirements. Our approach includes thorough financial statement analysis, internal control evaluation, and industry-specific reporting. The team helps identify business risks and opportunities while maintaining strict compliance with accounting standards.
Business Advisory
Our advisory services focus on helping businesses navigate growth challenges and opportunities. We provide succession planning, financial management strategies, and operational evaluations. The team creates customized solutions for business owners seeking to enhance profitability and long-term sustainability through data-driven decision making.
QuickBooks Services
We offer complete QuickBooks support including system setup, training, and optimization. Our certified ProAdvisors help clients maximize software efficiency through customized configurations and ongoing technical support. Services include electronic payroll integration and month-end process streamlining for improved financial management.
Succession Planning
Our succession planning services guide business owners through complex ownership transitions. We develop structured plans for family businesses and professional entities, addressing tax implications, legal structures, and operational continuity. The process includes goal setting, transition design, and implementation support to ensure smooth leadership changes.
People
Joel A. Bock
Managing Partner
CPA and MST with 20+ years of experience in tax planning for closely held businesses. Former President of Bakersfield Chapter CS CPA. Specializes in real estate, construction, and agricultural sectors while leading firm operations.
Nancy C. Belton
Partner
35+ years in public accounting with expertise in audit and nonprofit organizations. Former Managing Partner and active committee member at state and local CPA societies. Recognized leader in governmental accounting standards.
James H. Bock
Partner
Certified Public Accountant since 1979 with extensive experience in financial advisory services. Former Managing Partner and industry leader in Kern County business community. Active in local nonprofit organizations and educational institutions.
Patrick W. Paggi
Partner
CPA with 30+ years of audit and accounting experience. Specializes in nonprofit organizations and construction industry clients. Former President of local CPA chapter and active in community service organizations.
Shannon Webster
Partner
15+ years of audit experience with focus on government and nonprofit sectors. First female national champion in midget racing division. Active community leader serving on multiple nonprofit finance committees.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including QuickBooks setup and optimization, month-end processing, financial statement preparation, and government reporting compliance tailored to small business needs.
How does your tax advisory service help businesses?
Our tax team offers strategic planning, compliance services, and situation reviews to optimize tax positions while ensuring adherence to evolving tax codes for businesses and individuals.
What industries do you specialize in?
We serve diverse industries including real estate, construction, healthcare, agriculture, professional services, and nonprofit organizations with specialized accounting and advisory solutions.
Do you provide audit services for nonprofit organizations?
Yes, we offer audit and compliance services specifically designed for nonprofit organizations, including 571 business property statements and specialized tax reporting requirements.
How can I schedule a consultation?
Contact us at 661-834-7411 or through our website to schedule a consultation with our accounting professionals for personalized financial solutions.
