Business Details
Your Trusted Accounting Partner in San Jose, CA
At Dunham Associates, CPAs, we are committed to delivering exceptional accounting services tailored to meet the unique needs of each client. With decades of combined experience, our team of certified professionals specializes in navigating complex tax challenges, optimizing financial strategies, and providing forward-thinking advisory solutions. We serve a diverse range of industries, including real estate, healthcare, law, and technology, ensuring personalized attention while maintaining the sophistication of a large firm.Our mission is to reduce tax exposure, enhance profitability, and build long-term relationships grounded in trust and expertise. As active members of our community, we prioritize ethical standards and professional excellence in every aspect of our work.
Services
Tax Preparation
Wealth Management
QuickBooks Instruction
401k Plan Audits
Estate Tax Planning
Nonprofit Tax Reporting
Litigation Support
Retirement Planning
International Tax Services
Defined Benefit Plans
Highlights and features
- We offer personalized attention with the strategic depth of a large firm.
- Our team specializes in complex tax planning and business advisory services.
- Decades of experience serving diverse industries like real estate and healthcare.
- We prioritize ethical standards and transparent client communication.
- Active community involvement demonstrates our commitment to client-centric values.
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, addressing complex challenges like real estate transactions and international tax compliance. Our team ensures accurate filings while minimizing liabilities through strategic deductions and credits. Clients receive personalized guidance to navigate audits and optimize financial outcomes.
Wealth Management
Our wealth management services focus on investment strategies, retirement planning, and estate preservation. We offer fee-based, unbiased advice tailored to high-net-worth individuals and businesses. By analyzing financial goals, we create customized plans to grow assets and ensure long-term stability while adhering to ethical standards.
Business Advisory
We deliver outsourced CFO services, including entity selection, profit projections, and compensation analysis. Our advisory team helps businesses streamline operations, manage tax obligations, and improve profitability through data-driven insights. This service is ideal for startups and established firms seeking strategic growth support.
Estate Tax Planning
Our estate tax planning addresses asset transfer, charitable giving, and succession strategies. We assist clients in minimizing estate taxes through trusts, wills, and gifting techniques. This service ensures seamless wealth transfer while complying with evolving tax regulations and protecting family legacies.
Nonprofit Tax Reporting
We specialize in nonprofit tax filings, including Form 990 preparation and compliance with IRS regulations. Our team helps organizations maintain tax-exempt status by ensuring accurate financial reporting and adherence to governance standards. Clients receive strategic advice to optimize funding and operational efficiency.
People
Rick D. Dunham
Partner, CPA, PFS
Rick D. Dunham, CPA, PFS, leads strategic tax and financial planning at Dunham Associates, CPAs. With over 30 years of experience, he specializes in complex tax reduction strategies for businesses and high-net-worth individuals across real estate, law, and technology sectors.
Jon Mills
Partner, CPA
Jon Mills, CPA, focuses on business advisory services and nonprofit accounting. He provides tailored financial solutions to organizations seeking growth and compliance, leveraging expertise in entity structuring and tax-efficient operations for clients in healthcare and education sectors.
Michael K. Park
Partner, CPA
Michael K. Park, CPA, specializes in international tax compliance and litigation support. He assists clients with cross-border tax challenges, representing businesses and individuals in disputes involving IRS audits, collections, and penalty abatement procedures.
Questions
What accounting services do you offer for small businesses?
We provide business advisory services, tax planning, QuickBooks instruction, and outsourced CFO support tailored to small businesses in industries like retail, real estate, and professional services.
Do you handle complex individual tax challenges?
Yes, we specialize in complex tax scenarios including international tax compliance, real estate transactions, and resolving IRS disputes through collections strategies and offer-in-compromise solutions.
What wealth management services are available?
Our wealth management division offers investment management, retirement planning, and estate preservation strategies designed to align with individual financial goals and risk tolerance levels.
Are you experienced in nonprofit accounting?
Yes, we provide specialized tax reporting, compliance guidance, and operational consulting for nonprofit organizations, including 501(c)(3) entities and charitable foundations.
