Business Details
30 Years
experience
Your Trusted Accounting Partner in San Jose
At Dunham Associates, CPAs, we prioritize personalized service while delivering sophisticated, forward-looking strategies tailored to each client's unique needs. Founded in 1996, our firm specializes in accounting, tax planning, and financial advisory services for both individuals and businesses, with a focus on reducing tax exposure and maximizing profitability. Our team of certified professionals, including CPAs, Enrolled Agents, and Personal Financial Specialists, brings decades of combined experience in Silicon Valley's dynamic financial landscape. We pride ourselves on ethical standards, strategic insight, and a commitment to understanding our clients' personal and business goals. Our services range from business inception planning and 401k audits to complex tax controversies and estate planning, ensuring comprehensive solutions for diverse financial challenges.Located in San Jose, we offer convenient access to major highways and San Jose International Airport, with ample free parking for our clients. As a registered investment advisor with the California Department of Corporations, we provide unbiased financial planning and investment management services to high-net-worth individuals and businesses. Our community involvement includes partnerships with local organizations like the United Way Audit Review Committee. By combining technical expertise with personalized attention, we aim to be a trusted partner in our clients' long-term financial success.
Services
Tax Preparation
Financial Planning
Business Audits
Estate Planning
Tax Controversies
Retirement Planning
QuickBooks Instruction
International Tax
401k Audits
Business Advisory
Details
- Year established: 1996
Highlights and features
- We offer over 25 years of experience in accounting and tax planning.
- Our team includes certified professionals with CPA, EA, and PFS designations.
- We provide unbiased financial planning as a registered investment advisor.
- Our strategic approach combines technical expertise with personalized attention.
- We serve Silicon Valley's unique financial landscape with local market knowledge.
Associations and certifications
- California Society of CPAs
- California Department of Corporations
Services
Tax Preparation
We prepare and file federal, state, and local tax returns for individuals and businesses, ensuring compliance while optimizing deductions. Our expertise covers complex scenarios like real estate transactions, international accounts, and business partnerships. Clients benefit from strategic planning to minimize liabilities and avoid penalties.
Financial Planning
Our fee-based investment management services address retirement, education funding, and risk management needs. As a registered investment advisor, we offer unbiased strategies tailored to high-net-worth individuals and businesses. Services include portfolio management, estate planning, and tax-efficient growth strategies.
Business Audits
We conduct 401k, defined benefit plan, and financial statement audits for nonprofits and corporations. Our team ensures compliance with regulatory standards while providing actionable insights for business improvement. Clients receive thorough analysis of financial health and operational efficiency.
Estate Planning
We develop comprehensive estate plans to protect assets and facilitate smooth wealth transfer. Services include trust creation, charitable planning, and tax-efficient strategies for high-net-worth individuals. Our approach balances legal compliance with clients' long-term family and financial goals.
Tax Controversies
We represent clients in tax disputes with IRS and state agencies, handling liens, levies, and offers in compromise. Our team develops resolution strategies for collections and penalty abatement. Clients benefit from proactive defense and negotiation expertise to minimize financial impact.
People
Rick D. Dunham
Founder & Managing Partner
Rick founded Dunham Associates in 1996, specializing in tax and financial planning for Silicon Valley clients. A CPA, EA, and PFS, he focuses on increasing client net worth while lowering taxes through strategic consulting.
Michael K. Park
CPA
Michael specializes in individual and small business tax planning, managing audits for nonprofit and for-profit organizations. A University of Oregon graduate, he contributes to the United Way Audit Review Committee and serves Bay Area clients since 2000.
Jon Mills
CPA
Jon specializes in small business taxation and 401k audits, bringing financial industry experience to client solutions. A San Jose native and University of the Pacific graduate, he has served Bay Area clients since 2002 with a focus on personalized service.
Questions
What accounting services do you offer for businesses?
We provide outsourced CFO services, business audits, tax planning, entity selection, and profit projections tailored to small and medium-sized businesses.
Do you handle international tax issues?
Yes, we assist expatriates and clients with foreign accounts, including penalty avoidance strategies and compliance with international tax regulations.
What financial planning services are available?
Our registered investment advisors offer retirement planning, education funding, risk management, and estate planning with a tax-efficient approach.
How do you resolve tax controversies?
We represent clients in IRS and state tax disputes, handling liens, levies, offers in compromise, and penalty abatement strategies to minimize financial impact.
Are you accessible for local clients?
Located on The Alameda in San Jose, we offer convenient access to Highway 280, 101, and 880, with free street and lot parking near downtown.
