Resources

Learn about our new file sharing system from Leapfile here.



IRS http://www.irs.gov/

Stanislaus County http://www.co.stanislaus.ca.us/

Secretary of State Debra Bowen http://www.sos.ca.gov/

Links to EFT payment sites for the State of California https://secure.paycalifornia.com/soc/index.html

Franchise Tax Board http://www.ftb.ca.gov/index.shtml

College Savings Plans (529 plans) http://www.collegesavings.org/index.aspx

US Department of Labor http://www.collegesavings.org/index.aspx

Consumer price index http://www.bls.gov/ro9/

Loan amortization schedule tool http://www.bankrate.com/calculators/mortgages/mortgage-calculator.aspx

Featured Staff

After serving 3 years in the U.S. Army, Finance Corp., Dave attended the University of San Francisco graduating with a BS in Accounting.

Dave became a Principal at Grimbleby Coleman when his practice, Dunker & Aced, merged in 2008. Dave splits his time between helping Dunker & Aced clients transition into Grimbleby Coleman and new business development.

Over the years, Dave has enjoyed “getting to know clients as people, sharing their highs and lows, and knowing that you had a part in their planning and successes in their business and life.”

Despite his busy schedule as Principal in the firm, Dave stays involved—to say the least—in outside interests. He currently is treasurer of the Monsignor Wm Kennedy Education Foundation, president of Oakdale Rotary Foundation, and serves on the finance committee of the Tuolumne River Trust and is treasurer of the Oakdale Golf & Country Club board of directors.

Abraham Lincoln is an inspiration for Dave because “he had tremendous moral courage and could recognize talent in people.” His wife is “famous in my eyes. She has encouraged and helped me to attain the success that we share today. Yes, very famous in my eyes.”

Dave loves the outdoors. In June, you’ll find him on the golf course; in August, fishing in Montana; and in October, duck hunting.

Dave’s favorite number is 7. “I'm not sure why, but when we go through Nevada, three 7's all lined up in a row usually bring a few coins.”

Featured News

Oakdale Office Closure

With mixed emotions, we announce the closure of our office located at 126 South Third Avenue effective October 31, 2014.

All operations will be absorbed into our main location at 200 West Roseburg Avenue, Modesto. With advancements in technology we have found that we are easily able to interact with clients whenever and wherever necessary without the limits of physical location.  We have enjoyed our long tenure in Oakdale and will continue to be involved in various Oakdale community activities.

Click here for a map of our Modesto location.  Our website offers you the ability to send documents to us electronically through our “Share Files” option.  Documents can be securely delivered to you through our client portal (also accessed through the website). We encourage you to take advantage of our electronic resources.

Many of you have interacted with Terry Hector, Administrative Assistant, throughout her 11 year tenure at that location.  Terry will continue to be employed with us at the Modesto location and will be available to assist.

We are confident that we can continue to provide a high level of client service to you.  Please feel free to contact us with any specific concerns you may have.

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