Business Details
50+ Years
experience
Your Trusted Accounting Partner in Burlingame
Founded in 1968 by Richard T. Dwyer, our firm has served clients for over 50 years, evolving alongside the financial landscape to become trusted advisors. We specialize in delivering comprehensive accounting and tax services tailored to mid- to high-net-worth individuals, closely-held businesses, partnerships, trusts, and estates. Our team of seasoned professionals prioritizes personalized service, leveraging decades of combined experience in tax planning, succession planning, and multi-state taxation. We focus on building enduring relationships by understanding each client's unique financial needs and providing actionable solutions. Our expertise extends to retirement planning, stock option compensation, household employee payroll compliance, bookkeeping, and family office services.With three dedicated CPAsMatthew J. Colvin, Ryan L. Colvin, and Abhishek Maanwe combine generational knowledge with modern financial strategies. Our Burlingame-based practice emphasizes local market expertise while serving clients across the Bay Area. We maintain rigorous professional standards, ensuring compliance with evolving tax regulations and industry best practices. Our commitment to transparency and ethical service has earned us long-term client trust. Whether addressing complex business transitions or individual tax optimization, we deliver precision-driven results grounded in decades of practical experience.
Services
Tax Return Preparation
Tax Planning
Bookkeeping Services
Family Office Services
Retirement Planning
Stock Option Planning
Estate Tax Compliance
Details
- Year established: 1968
Highlights and features
- We offer 50+ years of accounting expertise with three dedicated CPAs on staff
- Our team provides personalized service tailored to complex financial situations
- Specialized knowledge in multi-state tax planning and compliance
- Proven track record with Subchapter S corporations and family partnerships
- Local Burlingame expertise with Bay Area-wide service capabilities
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Return Preparation
We prepare comprehensive tax returns for individuals, businesses, trusts, and estates. Our expertise covers complex financial situations including multi-state filings and high-net-worth portfolios. Our team ensures compliance with current tax regulations while optimizing filing strategies for maximum efficiency.
Tax Planning
Our proactive tax planning services help clients minimize liabilities through strategic timing of income and deductions. We specialize in multi-state tax optimization, retirement planning, and executive compensation strategies for business owners and high-net-worth individuals across the Bay Area.
Bookkeeping Services
We provide accurate monthly accounting for closely-held businesses, maintaining precise financial records and generating timely reports. Our services support informed business decisions through organized financial tracking and analysis tailored to small and mid-sized companies.
Family Office Services
Our family office solutions coordinate complex financial needs for affluent families, including investment oversight, estate planning coordination, and household tax compliance. We serve as centralized financial advisors managing multiple aspects of family wealth through personalized service approaches.
Retirement Planning
We develop customized retirement strategies considering tax implications, investment growth, and income distribution. Our planning integrates with overall financial goals, helping clients achieve secure post-career financial stability while optimizing tax-efficient withdrawal strategies.
People
Matthew J. Colvin
Managing Partner
Certified Public Accountant with 40+ years experience. Specializes in business succession planning and multi-state taxation. UC Berkeley graduate serving Burlingame clients since 1979. Focuses on S corporations and family partnerships.
Ryan L. Colvin
Partner
CPA with 20+ years expertise in individual and business tax planning. Cal Poly and Golden Gate University graduate. Manages accounting needs for closely-held companies while balancing family life in Burlingame.
Abhishek Maan
Certified Public Accountant
Dual-qualified accountant with international experience. Specializes in individual tax preparation for diverse clients. Fluent in three languages with technical expertise in cross-border tax matters and high-net-worth portfolio management.
Questions
What types of clients does Richard T. Dwyer & Company serve?
We specialize in serving mid- to high-net-worth individuals, Subchapter S corporations, Limited Liability Companies, family partnerships, trusts, and estates throughout the Bay Area.
How does your firm approach tax planning differently?
Our personalized approach combines 50+ years of local expertise with proactive strategies tailored to each client's unique financial situation, focusing on long-term tax optimization rather than annual compliance.
What accounting services do you offer for businesses?
We provide comprehensive bookkeeping and financial reporting services for closely-held businesses, including monthly accounting, payroll tax compliance, and financial statement preparation tailored to small and mid-sized companies.
What sets your family office services apart?
Our family office solutions integrate multiple financial aspects through a single coordinated approach, combining tax expertise with wealth management strategies tailored to affluent families' complex needs.
Do you offer multi-state tax compliance services?
Yes, we specialize in multi-state tax planning and compliance, helping clients navigate complex cross-state tax regulations while minimizing liabilities and ensuring full compliance.
