Business Details
34 Years
experience
Trusted Accounting & Tax Services in Walnut Creek
Established in 1992, our firm has built a reputation for delivering exceptional accounting services to small and mid-market businesses across the Greater Bay Area. Our team of Certified Public Accountants combines decades of experience with a client-centric approach, prioritizing long-term relationships and technical excellence. We specialize in tax planning, audit services, and business advisory, serving diverse industries including real estate, technology, construction, and hospitality. Our partners bring Big Four expertise to every engagement, ensuring clients receive strategic guidance tailored to their unique needs. We maintain rigorous quality standards through memberships in the American Institute of CPAs and participation in peer review processes.With a focus on proactive tax strategies and personalized service, we help businesses navigate complex financial landscapes. Our commitment to continuous education ensures clients benefit from the latest industry insights and regulatory updates. Over 25 years, we've cultivated trust through transparent communication and results-driven solutions. By integrating technical proficiency with business acumen, we empower clients to achieve financial clarity and long-term success. Our collaborative approach ensures every client gains access to the collective expertise of our entire team.
Services
Tax Planning
Audit Services
Business Advisory
Mergers & Acquisitions
Forensic Accounting
Details
- Year established: 1992
Highlights and features
- We offer 25+ years of experience serving Bay Area businesses with Big Four expertise.
- Our team maintains AICPA memberships and participates in annual peer review processes.
- We provide industry-specific solutions for real estate, technology, construction, and hospitality sectors.
- Our partners remain directly involved in all client engagements from start to finish.
- We combine tax planning with business advisory services for comprehensive financial guidance.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- California State Board of Accountancy
- AICPA Private Companies Practice Section (PCPS)
- AICPA Employee Benefit Plans Audit Quality Center (EBPAQC)
What people say
Big Four expertise
Long-term relationships
Industry-specific knowledge
Proactive tax planning
Partner-level involvement
Services
Tax Planning
Our tax planning services focus on minimizing legal tax liabilities while maximizing financial opportunities. We analyze business structures, transactions, and industry-specific regulations to create customized strategies. Clients benefit from our partners' decades of experience in complex tax matters including Subchapter K allocations and international tax compliance.
Audit Services
We provide comprehensive audit assurance services tailored to private companies' needs. Our approach combines industry expertise with technological efficiency to deliver accurate financial reporting. The process includes detailed planning, ongoing communication, and timely reporting to ensure compliance with professional standards and regulatory requirements.
Business Advisory
Our advisory services help businesses navigate financial decisions through modeling and strategic planning. We assist with cost containment, capital expenditures, and operational improvements. The team leverages extensive experience across various industries to provide actionable insights that drive business growth and operational efficiency.
Mergers & Acquisitions
We support clients through all stages of merger and acquisition transactions. Services include due diligence, tax structuring, and valuation analysis. Our team's experience with complex transactions helps clients maximize value while minimizing risks during business transitions and capital restructuring.
Forensic Accounting
Our forensic accounting services include expert witness testimony and financial dispute resolution. We analyze complex financial data for legal proceedings, providing clear evidence in tax disputes, divorce settlements, and accounting malpractice cases. The team has extensive courtroom experience in state and federal jurisdictions.
People
John R. Comyns
Partner
Founder with 40+ years experience, previously at Deloitte & Touche. Specializes in tax services and firm strategy. Active in professional development and client relationship management.
Steven P. Smith
Partner
Tax expert since 1977 with deep knowledge of compliance and planning. Focuses on multi-jurisdictional tax filings and client advisory services. Maintains key client relationships across industries.
Dan K. Deaver
Partner
34-year tax specialist with expertise in mergers & acquisitions. Handles complex tax structuring and government representation. Provides strategic guidance for business transactions and compliance.
Miriam J. Chiappetta
Partner
Former Deloitte audit manager with diverse industry experience. Specializes in assurance services and business advisory. Brings technical expertise in audit and tax integration for comprehensive client solutions.
Andrew M. Porter
Partner
Former Deloitte senior tax manager with Fortune 500 experience. Focuses on corporate tax strategy and compliance. Provides specialized knowledge in complex tax planning and multi-jurisdictional filings.
Questions
What accounting services do you specialize in?
We specialize in tax planning, audit assurance, business advisory, mergers & acquisitions, and forensic accounting services for small to mid-sized businesses.
How long have you served Bay Area businesses?
Our firm has provided accounting services to Bay Area clients since 1992, maintaining long-term relationships with many original clients.
What industries do you work with?
We serve diverse industries including real estate, technology, construction, hospitality, healthcare, manufacturing, and professional services sectors.
How do you handle tax compliance for multi-state businesses?
Our team has extensive experience with multi-state tax compliance, including composite returns and state-specific regulations for various business entities.
Can you assist with IRS audit representation?
Yes, we provide tax controversy representation including audit defense, appeals process support, and litigation assistance for federal and state tax matters.
What makes your firm different from larger accounting firms?
We combine Big Four expertise with personalized service, maintaining partner-level involvement in all engagements while offering more competitive pricing structures.
