Business Details
50+ Years
experience
Trusted Public Accountants Since 1960
Since 1960, our firm has provided comprehensive tax and accounting services to clients in Sonoma County and across the nation. Our approach integrates tax, accounting, and consulting to address complex financial situations while prioritizing clarity and actionable solutions. With offices in Healdsburg, California, and Cincinnati, Ohio, we serve individuals, trusts, and businesses of all sizes. Our team combines decades of experience with industry-specific expertise in real estate, agribusiness, and construction. We emphasize long-term client relationships, aligning our guidance with both immediate needs and future goals.Our professionals hold certifications including CPA, CMA, and CGMA, ensuring technical excellence. We focus on minimizing tax liabilities through strategic planning while maintaining compliance with evolving regulations. Our consulting services enhance decision-making by improving financial systems and operational efficiencies. We remain committed to delivering personalized service that adapts to the evolving needs of our clients. This dedication to integrated solutions has sustained our reputation as trusted advisors for over six decades.
Services
Tax Services
Consulting
Accounting Compliance
Real Estate Services
Agribusiness Accounting
Wine & Distilling Solutions
Construction Industry Services
Details
- Year established: 1960
Highlights and features
- We offer over 60 years of experience in public accounting with a focus on integrated solutions.
- Our team includes CPAs, CMAs, and industry specialists with deep expertise in real estate and agribusiness.
- We provide tailored guidance aligned with both short-term needs and long-term financial goals.
- Our consulting services enhance operational efficiency and decision-making for businesses.
- We maintain offices in California and Ohio to better serve clients nationwide.
Services
Tax Services
Our tax professionals deliver customized solutions for individuals and businesses. We specialize in complex tax situations including real estate transactions, estate planning, and multi-state filings. By staying current with regulatory changes, we minimize liabilities while ensuring compliance. Our approach combines technical expertise with strategic planning to support long-term financial objectives.
Consulting
We provide actionable insights to improve business decision-making. Our consultants analyze financial systems, optimize accounting processes, and enhance operational efficiencies. Services include GL restructuring, tax credit identification, and risk management strategies tailored to specific industries like construction and agribusiness.
Accounting Compliance
From QuickBooks setup to full financial statement preparation, we ensure accurate reporting. Our team handles payroll tax compliance, sales tax filings, and audit preparations. We integrate point-of-sale systems with general ledgers to streamline accounting functions for businesses of all sizes.
Real Estate Services
We specialize in real estate tax strategies including 1031 exchanges and capital gains deferral. Our expertise covers rental property management, passive activity rules, and commercial construction tax implications. We help clients maximize investment returns through strategic tax planning.
Agribusiness Accounting
Our agribusiness services address vineyard operations, orchard management, and agricultural tax credits. We handle inventory valuation, AVA compliance, and specialized tax reporting for wineries and farms. Our team understands the unique financial challenges of agricultural enterprises.
People
Bob Bernard
Partner
CPA with 25+ years at Brush Bernard, specializing in real estate tax and 1031 exchanges. Former professional musician and computer programmer with a multidisciplinary approach to complex financial problems.
Kevin Hallinan
Partner
EA and QuickBooks ProAdvisor with expertise in accounting systems integration. Focuses on operational efficiency and internal controls for small businesses, combining technical accounting skills with practical business experience.
Kandy Fowler
Partner
CPA with experience in audit and tax for public and private companies. Specializes in Sonoma County industries including wineries and nonprofits, providing tailored financial solutions based on deep local market knowledge.
Karen Bryant
Admin Partner
Over 30 years managing firm operations and technology implementation. Expert in payroll compliance and tax preparation, instrumental in transitioning the firm from manual processes to modern accounting software systems.
Alison Scott
Tax Manager
CPA specializing in pass-through taxation and real estate entities. Provides tax planning services for businesses and individuals, leveraging experience from mid-sized firm audits and complex tax returns.
Questions
What accounting services do you offer?
We provide tax preparation, financial statement reviews, QuickBooks consulting, and customized accounting solutions for individuals and businesses.
Do you specialize in any industries?
Yes, we have expertise in real estate, agribusiness, construction, and wine/beer/distilling industries.
Are you available for remote consultations?
Yes, we serve clients nationwide through virtual meetings and digital document management systems.
How do you handle complex tax situations?
Our team uses an integrated approach, combining tax code knowledge with industry-specific strategies to minimize liabilities.
What sets you apart from other firms?
We combine decades of experience with personalized service, focusing on long-term client relationships rather than transactional interactions.
