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Specialties
We take pride in providing quality, specialized accounting and consulting services including the following:
Business Planning and Consulting
Business Mergers and Acquisitions
Financial Statement Compilations
Tax Planning and Consulting
Tax Compliance and Preparation
Estate Planning and Consulting
Retirement Planning and Consulting
Succession Planning and Consulting
* For more information on how we can assist you, please call us at (408) 980‑9082.
* Or visit our website by clicking on the above link to it.
History
Established in 1986.
When you use our services, you get the benefit of our years of experience with the specific financial and reporting requirements of your industry. You will work with professionals who know you and who are knowledgeable about the changing rules, regulations, and standards affecting you and your industry.
We work that way because we believe that your success is the key to our success. As your business grows, so will our relationship with you. Call us and we will talk about how we can best work together.
Meet the Business Owner
Phillip G.
Business Owner
Phillip Goodman is a Certified Public Accountant currently practicing in Santa Clara and San Mateo, California. He has fourty one years of experience in public accounting with National and Local firms.
During this period, Phillip Goodman has served as a Tax Advisor and Consultant to High Net Worth Clients in Northern California. Prior to that from 1978 to 1982, he was Partner with Laventhol & Horwath — Mountain View, California.
From 1972 to 1977 he was Business Advisory and Tax Consultant for Phillip Goodman, CPA — Los Altos, California. And from 1968 to 1971 he was Senior Accountant, Tax Department of Price Waterhouse & Co. — San Jose, California.
Mr. Goodman’s special professional expertise are:
Tax Planning for High Net Worth Individuals-Executive Compensation Securities Transactions including exercise of Stock Options
Real Estate Investments
Estate and Retirement Planning
Asset Protection and Alternative Minimum Tax Issues.