Business Details
50+ Years
experience
Trusted Accounting and Tax Services in San Ramon, CA
Hewitt Jones Fitch was founded in 1955 by Wesley F. Suman in Alameda, California, and has remained a trusted local firm serving closely held businesses and individual clients across Alameda, San Ramon, the East Bay, and beyond. Our primary focus is meeting the tax and business planning needs of proprietorships, corporations, partnerships, and limited liability companies, with specialized attention to estate and trust tax planning. We prioritize personalized service, ensuring every client interacts directly with a partner who provides timely, customized solutions at competitive rates. Our expertise extends to service sector professionals, including doctors, lawyers, engineers, and financial advisors, while our accounting support services enhance financial record accuracy and operational efficiency. We collaborate closely with clients' financial advisors and estate planning attorneys to deliver comprehensive wealth transfer strategies and asset protection guidance.Our team combines decades of experience with a commitment to staying current with evolving tax laws, ensuring clients receive actionable insights tailored to their unique circumstances. We emphasize transparency, ethical practices, and long-term relationships built on trust and measurable results. Our small firm structure allows us to maintain agility while delivering high-level expertise in tax compliance, entity selection, and retirement planning. We serve as a strategic partner for clients navigating complex tax challenges, from IRA conversions to Section 1031 exchanges. Our mission is to simplify financial decision-making through clear communication and a client-first approach that prioritizes peace of mind.
Services
Tax Planning
Estate Tax Preparation
Accounting Support
Business Entity Selection
Wealth Transfer Strategies
Details
- Year established: 1955
Highlights and features
- We offer over 65 years of experience in tax and business planning since 1955.
- Our clients receive personalized service directly from experienced partners.
- We specialize in complex tax strategies for closely held businesses and professionals.
- Our team collaborates with financial advisors and attorneys for holistic planning.
- We provide tailored solutions for estate tax, entity selection, and retirement planning.
Services
Tax Planning
We develop customized tax strategies aligned with evolving regulations for individuals and businesses. Our approach minimizes liabilities while maximizing compliance, leveraging expertise in entity selection and retirement planning. Clients benefit from proactive guidance tailored to their financial goals.
Estate Tax Preparation
Our estate tax services focus on orderly asset transfer, spousal security, and tax reduction. We collaborate with legal and financial professionals to implement trusts, portability elections, and business succession plans that align with clients' long-term objectives.
Accounting Support
We assist business owners and controllers with maintaining accurate financial records, including adjusting journal entries. Our support ensures operational efficiency and compliance, providing clarity for strategic decision-making and annual reporting requirements.
Business Entity Selection
We evaluate the tax implications of business structures like S corporations, LLCs, and partnerships. Our analysis helps clients choose the optimal entity to balance liability protection, operational flexibility, and tax efficiency for long-term success.
Wealth Transfer Strategies
We design wealth transfer plans integrating trusts, gifting strategies, and tax-deferred exchanges. By coordinating with estate attorneys, we ensure seamless asset distribution while minimizing tax burdens for beneficiaries and preserving family legacies.
People
Theresa Fitch
Partner
Theresa Fitch, CPA and EA, leads client relationships with over 20 years of experience in tax planning for closely held businesses and professionals. She emphasizes clear communication and strategic compliance solutions.
Heather Justison
Partner
Heather Justison, MS and CPA, specializes in complex tax consulting and entity structuring. Her expertise includes retirement planning and Section 1031 exchanges, serving clients with data-driven, personalized advice.
Dave Hewitt
Part Time
Dave Hewitt, CPA, contributes part-time expertise in tax compliance and consulting, drawing from decades of experience in public accounting and business advisory services for East Bay clients.
Sara Karrick
Administrator
Sara Karrick manages administrative operations, ensuring smooth client interactions and organizational efficiency. Her support role facilitates timely service delivery across the firm's accounting and tax practices.
Patricia Martin
Administrator
Patricia Martin provides administrative support, maintaining client records and coordinating communication. Her role ensures consistent service quality and operational continuity for the firm's professional team.
Questions
What accounting services do you offer?
We provide tax compliance, planning, and consulting services, including estate tax preparation, business entity selection, and wealth transfer strategies for individuals and closely held businesses.
How are you different from other accounting firms?
Our small firm structure ensures personalized service directly from partners, combining decades of experience with tailored solutions for complex tax and business planning needs.
What payment methods do you accept?
We accept Visa, Mastercard, and E-Check payments through our secure online portal for client convenience.
Do you assist with tax due dates?
Yes, we provide updated tax due date reminders and help clients stay compliant with federal and state filing requirements.
Can you help with estate tax planning?
We specialize in estate and trust tax strategies, collaborating with attorneys and financial advisors to ensure seamless asset transfer and tax efficiency.
