At Dunham Associates, CPAs, we believe that every client is unique, and we strive to provide personalized accounting services that cater to your individual needs. With over 25 years of experience, our team of certified public accountants (CPAs) and certified public finance specialists (PFS) is dedicated to providing the highest level of expertise, professionalism, and attention to detail.
Our Goal
Our goal is to provide each of our clients with the best accounting services possible, whether the services required are relatively simple or extremely complex. We think outside the box and color inside the lines to ensure that our clients receive the highest level of service.
Our Partners
Our founding partner, Rick D. Dunham, CPA, PFS, has over 25 years of experience in taxation, financial planning, and business consulting. He is an Enrolled Agent (EA), Certified Public Accountant (CPA), and Personal Financial Specialist (PFS). Rick's expertise lies in helping high net worth individuals and businesses in Silicon Valley achieve their financial goals and lower their taxes.
Our Team
In addition to Rick, our team includes Michael K. Park, CPA, who specializes in individual and small business tax planning and preparation, and Jon Mills, CPA, who specializes in small business and partnership taxation and accounting.
Services
We offer a wide range of services to individuals, businesses, and professionals, including:
- Tax preparation and planning
- Financial statement audits
- Financial planning and wealth management
- Business consulting and advisory services
- Estate and trust planning
- Small business and partnership taxation and accounting
- Accounting and bookkeeping services
- Financial statement preparation
- 401(k) and other retirement plan audits and compliance
Industries Served
We have expertise in a variety of industries, including:
- Accounting for individual taxpayers
- Small business, rental, and K-1 tax preparation
- Estates and trusts
- Tax planning and representation
- Accounting for S-Corps and partnerships
- Architecture and engineering
- Medicine and dentistry
- Law and financial services
- Management consultants
- Entertainment and professional sports
- Software and website development
- Accounting for sales and inventory: retail, restaurants, food and beverage, clothing and appliances, computers and electrical equipment, printing and publishing, wholesalers, and more
- Accounting for depreciation: real estate, construction, and transportation
- Real estate sales, rentals, and leasing
- Construction contractors and light manufacturing
- Repairs and maintenance
- Auto repair, sales, and trucking
Our Location
We are conveniently located on The Alameda in San Jose, near downtown San Jose. Our parking lot offers plenty of free parking, and we are easily accessible from San Jose International Airport, Highway 280, Highway 101, and Highway 880.
Get in Touch
Contact us today to learn more about how we can help you achieve your financial goals.
Positive Experiences
Several reviewers have had outstanding experiences with the firm, with many praising the team's ability to resolve complex tax issues and provide expert advice. Ronn Brashear, for example, shared his story of being faced with a major tax problem and thanked the team for their tireless efforts to find a solution. Similarly, Audra G. and Rick Galla have referred family and friends to the firm, citing their exceptional service. **
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