Business Details
Your Trusted Partner for Comprehensive Accounting Services
Mowat Mackie & Anderson LLP (MMA) is a full-service accounting firm based in Oakland, California, serving clients globally. With over four decades of experience, we specialize in providing tailored accounting, auditing, tax planning, and business consulting services to closely held businesses, high-net-worth individuals, trusts, estates, nonprofits, and real estate partnerships. Our firm balances the expertise of a large practice with the personalized attention of a smaller team, ensuring direct partner oversight for every client.We take pride in fostering long-term relationships by delivering innovative solutions that exceed expectations and drive client success. Recognized as one of the Top Ten East Bay Area accounting firms, we combine deep technical knowledge with a proactive approach to help clients navigate complex financial challenges.
Services
Accounting & Auditing
Tax Planning & Compliance
Business Consulting
Nonprofit Accounting
Real Estate Tax Services
Estate & Trust Planning
Highlights and features
- We offer over 43 years of specialized expertise in accounting and tax planning.
- Our partner-led approach ensures personalized oversight for every client relationship.
- We provide proactive, year-round tax consultation to minimize liabilities.
- We serve clients globally while maintaining a locally rooted, collaborative culture.
- Our team includes former Big 4 accounting firm professionals and IRS specialists.
Associations and certifications
- AICPA Audit Quality Center
Services
Accounting & Auditing
We deliver comprehensive accounting and auditing services to ensure accurate financial reporting and regulatory compliance. Our team provides timely, well-organized financial records to enhance business efficiency and profitability for clients ranging from closely held businesses to real estate partnerships.
Tax Planning & Compliance
Our proactive approach to tax planning and compliance focuses on minimizing liabilities while ensuring adherence to federal and state tax laws. We offer year-round consultation, tax incentive identification, and assistance with audits or notices from taxing authorities for individuals and businesses.
Business Consulting
We provide tailored business consulting to address profitability challenges and growth opportunities. Our services include mergers and acquisitions support, succession planning, entity structure advice, and strategic guidance to help businesses achieve long-term success through practical, technically sound solutions.
Nonprofit Accounting
We offer specialized accounting and consulting services for nonprofit organizations. Our expertise helps nonprofits navigate financial complexities, optimize resource allocation, and achieve scalability while maintaining cost-effectiveness and compliance with nonprofit-specific regulations.
Estate & Trust Planning
We support families, trustees, and executors with estate and trust planning. Our services include tax compliance, asset management strategies, and guidance to maintain tax-exempt status for private foundations, ensuring seamless intergenerational wealth transfer and fiduciary responsibility fulfillment.
People
Thomas O. Hatfield
Partner
With a career spanning decades in public accounting, Thomas O. Hatfield specializes in serving businesses, nonprofits, and individuals, providing expert financial guidance tailored to their unique needs.
Susan S. Jordan
Partner
Susan S. Jordan focuses on income tax compliance and planning for individuals, trusts, and estates, combining technical expertise with personalized strategies to optimize client financial outcomes.
Robert B. Rognon
Partner
Robert B. Rognon brings decades of experience from Deloitte and Mowat Mackie & Anderson, specializing in accounting, tax planning, and consulting services for complex business structures.
Loi P. La
Partner
Loi P. La offers specialized accounting and tax expertise for high-net-worth individuals, leveraging his experience from San Francisco-based firms to deliver strategic financial solutions.
Questions
What accounting services do you offer?
We provide accounting and auditing, tax planning and compliance, business consulting, nonprofit services, real estate tax expertise, and estate/trust planning tailored to client needs.
How does MMA ensure personalized service?
Each client is assigned a dedicated partner who oversees all work, with additional experts brought in as needed to ensure comprehensive, tailored solutions.
Do you serve businesses outside Northern California?
Yes, while based in Oakland, we serve clients globally, including the U.S., with specialized accounting and tax services adapted to diverse markets.
What industries do you specialize in?
We focus on closely held businesses, real estate partnerships, nonprofits, trusts/estates, and high-net-worth individuals, offering industry-specific expertise in each area.
How do you stay updated on tax laws?
Our team proactively monitors tax legislation changes to identify planning opportunities and ensure compliance, providing clients with current, strategic advice.
Can you assist with international tax matters?
Yes, our global client experience includes navigating cross-border tax complexities for businesses and individuals through tailored compliance and planning strategies.
