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Specialties
My Practice provides Tax Preparation and Planning services, Accounting, Bookkeeping, and Payroll services to Individuals and Small Businesses. Each client receives close personal and professional attention.
I am located in Pleasanton CA and I am dedicated to serving Businesses, Individuals and Families in the Pleasanton, Dublin, Livermore, and San Ramon area. I provide outstanding service to my clients because of my dedication to the three underlying principles of professionalism, responsiveness and quality.
History
Established in 2012.
I opened my practice in 2012 with the goal of fulfilling the Tax Preparation, Tax Planning, Bookkeeping, Payroll, and Accounting Service needs for Individuals, Families and Small Businesses. My office is located in Pleasanton and I service clients in Pleasanton, Dublin, Livermore, San Ramon, and Danville. I strive to provide an outstanding personalized service to my clients at a reasonable price. I only use top rated software so that my clients can rest assured that they are getting the best and most accurate final products. I have been a licensed CPA in California since 2005 and I am a member of the AICPA (American Institute of Certified Public Accountants). Prior to opening my firm I gained real world experience as a regional corporate controller for a large corporation in the Bay Area. I’ve always wanted to own my own practice and in 2012 I made the leap. Please contact me for your free consultation.
Meet the Business Owner
David C.
Business Owner
I have been a Licensed CPA in CA since 2005 — License #91 770. Prior to opening my own practice I was a Regional Controller for a large company in the Bay Area for over 10 years. As a licensed CPA I am required to complete a minimum of 80 hours of continuing education in my field every 2 years. So you can rest assured that I am up to date with the most recent laws and IRS requirements. I am also a member of the AICPA (American Institute of Certified Public Accountants)