It’s your BUSINESS.
It’s your FAMILY.
It’s your DREAM.
It’s your LIFE.
Audit & Assurance
Audit &
Assurance
We have decades of experience performing audits, reviews, and compilations, internal audits, agreed-upon procedures, and due diligence.
Licensing & Royalties
Licensing & Royalties
For companies that license trademarks, copyrights, and other intellectual property, we provide audits, customs enforcement administration, and consultation.
Tax
Tax
We offer expert tax solutions for businesses, partnerships, nonprofits, families, high-net-worth individuals, and settlement funds.
Jesse Ward, Nicky Lipset, and Mac Waite were recognized among the Top 50 Partners in the Northern California Accounting Firm Awards, while Senior Manager Suzanna Chau was a finalist for the Next Generation Award.
Mergers and acquisitions (M&A) provide growth opportunities. But these transactions also introduce accounting complexities. Here’s a closer look at the rules for reporting business combinations under U.S. Generally Accepted Accounting Principles (GAAP). Getting it right is essential to managing stakeholder expectations and providing a solid foundation for future financial reporting. Breaking down the purchase price […]
The IRS created Revenue Ruling 59-60 to outline the methods and factors to consider when valuing closely held businesses for federal gift and estate tax purposes. Today, it’s often referenced in valuations prepared for other reasons, including divorce cases and shareholder disputes. Here’s a closer look at what it prescribes, including lesser-known details that you […]
We listen, then we advise. That’s what has made us one of the top certified public accounting firms in the United States.
Our team of trusted advisors is committed to providing professional expertise and common-sense guidance as we deliver accounting, audit, business management, tax, and consulting services.
We want to help you stay compliant, grow, and prepare for the future.
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We Are
Trusted Advisors -
We Are
National Experts -
We Are
Award Winning CPAs -
We Are
Top Rated Business Managers
It starts with you.
We know that the best way to serve our clients is with a smart, productive, and happy team of professionals. You are our best interest.