What’s the story behind your numbers?

If you don’t know, call us.

People come to us to talk about numbers—taxes, savings plans, financial statements. But we always end up chatting about things like kids in college, plans for retirement, and exciting business ideas.

And that’s exactly how it should be. Whether we’re helping you get the numbers right on your tax plan, or find the right number for your revenue goal, we have you—a person with a story—in mind.

But we always bring it back to the numbers, making sure that your numbers tell the right story about you, and that they drive your story forward in the direction you want to go.

Contact us today.

We can help you with tax planning and preparation, business planning and advice, and HR support for businesses. We’d love to hear your story, and help you build upon it.

Call us at  (209) 527-4220 or send an e-mail to 

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Featured Article

2015 PATH Act Overview
December 21, 2015 The Protecting Americans from Tax Hikes Act of 2015, signed into law by the President on December 18, 2015, extends a number of important tax breaks, and makes many of them permanent. To see the Wolters Kluwer tax briefing, click here. The law makes the following deductions, credits and other tax provisions permanent: Business Provisions The Research & Development credit Sec. 179 expensing limitation of $500,000 and $2 million phase-out amounts retroactively extended and made permanent. Also includes qualified real property.  After 12/31/15, HVAC units will now be eligible for Sec. 179 expensing The exclusion of 100% of gain on certain small business stock Reduction in S corporation recognition period for built-in gains tax to 5 years The charitable deduction for contributions of food inventory The tax treatment of certain payments to controlling exempt organizations Basis adjustment to stock of S corporations making charitable contributions of property The employer wage credit for employees who are active duty members of the uniformed services 15-year straight-line cost recovery for qualified leasehold improvements, qualified restaurant buildings and improvements, and qualified retail improvements Individual provisions The enhanced Child Tax Credit - $1,000 tax credit for each qualifying child under age 17 The enhanced American Opportunity Tax Credit - $2,500 tax credit for four years of post-secondary education The enhanced Earned Income Tax Credit The deduction for certain expenses of elementary and secondary school teachers – above the line deduction for up to $250 per year Parity for exclusion from income for employer-provided mass transit and parking benefits The deduction of state and local general sales taxes The special rule for contributions of capital gain real property made for conservation purposes Tax-free distributions from IRA plans for charitable purposes – up to $100,000 per year Summary of Changes and Reminders for 2016 Bonus depreciation, at 50% for 2015-2017 and phased down to 40% in 2018 and 30% in 2019 The Work Opportunity Tax Credit (WOTC), modified and enhanced for employers who hire long-term unemployed individuals (unemployed for 27 weeks or more) to 40% of the first $6,000 of wages Most energy property credits (for example: Energy efficient property, Alternative Fuels, Renewable Electricity Production) extended through 2016  

Featured News

Meet CPA and Client Service Manager, Nancy Rogers
Nancy Rogers has been with Grimbleby Coleman since 1989. She wears several hats as a client service manager. She is a member of the senior management team and is actively involved in training new staff associates. That might seem like a lot, but Nancy has been in public accounting for over 30 years - over 25 of them with Grimbleby Coleman - so she knows what she's doing! Learn more about Nancy here.

Featured Staff

Jeff became a principal of the firm in 2010. His specialty is tax, and he leads the firm's agribusiness industry team.

Jeff is a Modesto native, and grew up in a local farming family. He has an MBA and a Masters in Taxation degree, and is a CPA. Jeff enjoys “being able to explain a concept or communicate information that helps a client, and being able to learn from the experience of clients who are very successful at what they do.”

When he’s not helping clients, Jeff's focus is on spending time with his wife and three daughters. If it’s June, he’s outdoors—probably gardening, grilling, or hiking in the High Sierras. In October, you’ll find him spending time with family and still spending time outside if the weather is nice. But in January … where else would he be but in the office? “It’s tax season!”

Jeff’s favorite number is 2000. “For the year that I got married, and also started my first public accounting job.”

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