About Us

Mission

Building success for and connections with our colleagues, clients and community…it’s the people behind the numbers.

Vision

We strive to be a multi-location tax, accounting, and business advisory firm known for delivering specialized services. Our team of talented and committed experts drive a people-oriented culture that makes us a local-area employer of choice.

Values

  • Achieve excellence
  • Do right 
  • Respect people
  • Challenge yourself
  • Communicate directly 

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Featured Article

New Case Study: An Ag Family Succession Story
February 4, 2016 "The facts vary such that no two situations are ever the same."  - Jeff Bowman, CPA, Partner and Ag Team Lead SITUATION: A first-generation farmer in Stanislaus County wanted to pass on his individually owned business to his adult children. The second generation planned to maintain and enlarge the operation, which included farming and ag processing. Important to note, not all of the farmer's children were employed on the ranch.   CHALLENGES: The farmer wanted to ensure the children inherited equitably. All parties wanted to limit the liability exposure posed to the farmer as an individual owner and operator. The father and his children wanted to limit taxable income and estate taxexposure for the older generation. The operation needed to be positioned for future growth. CONSIDERATIONS & TACTICS: Limiting tax impact on contributing operations to new S Corp and Limited Partnerships Considering the benefits and burdens of an IC-DISC entity Determining how and through which entity owners should be compensated Cash-basis methods available for farm activities  Important factors for tax planning: Farm income averaging and qualifying types of income Net investment income tax Active versus passive investor treatment Maximizing the domestic production activity deduction Optimizing income for IC-DISC commission purpose FINAL RECOMMENDATION & FINAL OUTCOME: Along with the farmer's attorney, we recommended forming a new operating entity and a separate entity for holding the real estate, reducing risk and providing flexibility. The new operating entity is used to maintain the business services, equipment ownership, and labor for the farming operation. By forming the realty entity, the father was able to conveniently introduce ownership to the second generation. In the end, our Ag team developed a fair, strong succession plan for our client by working with his attorney and taking into account the current and future needs of the operation. OTHER CONSIDERATIONS: Forming entities and limiting liability exposure require a high level of legal counsel. We worked closely with the client's attorney while analyzing succession options. The attorney's estate tax expertise ensured the plans were consistent with future gifting and estate transfer intentions, while mitigating risk.    *FYI: The attorney filed state articles of formation, obtained a federal ID number for each entity, drafted the crop share lease and farm management services agreement, formed the IC-DISC, and drafted the commission agreement. The attorney also created a deed for transferring the land.

Featured Staff

Tami specializes in cloud based accounting solutions, including Intacct, Quickbooks Online, and Bill.com and assists clients with software conversions and linking, taking care to ensure the accuracy and reliability of clients' information. Tami also provides outsourced accounting services, taking the headache out of accounting for her clients. She enjoys helping clients achieve their goals and understand their business so that they can be more profitable. Tami holds an A.S. degree in accounting and is currently working to complete her Bachelors.

On a typical Saturday, Tami says, “In June you will most likely find me with my children and husband doing something outside. In October ... doing yard work or playing in the leaves with my son and daughter. In January you will most likely find me working at least a half of a day . . . and then going home to relax with my family.”

Tami’s favorite number is 6. “That is JT Snow's number. As a child I would watch the Giants play with my dad, and JT Snow was my favorite player.”

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