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Hillberg & Company Hillberg & Company
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Business Details
50+ Years
experience
Your Trusted Accounting Partner in Turlock, CA
Hillberg & Company has been delivering personalized accounting, tax, and business advisory services since 1947. Founded by Carl Hillberg in Turlock, California, our firm has grown through strategic mergers while maintaining a commitment to tailored client solutions. Under Managing Partner David Rose, a CPA, CFE, and CFF with over 20 years of experience, we combine deep industry expertise with a focus on integrity and long-term client relationships.

Our team of certified professionals specializes in audits, tax planning, forensic accounting, and financial consulting for entrepreneurs, closely held businesses, and individuals across the Central Valley. We leverage cloud technology and adaptive financial strategies to meet diverse client needs, from estate planning to virtual CFO services, ensuring comprehensive support for business growth and personal financial stability.
Services
Tax Services Audit & Assurance Business Advisory Accounting Services Estates & Trusts Virtual CFO Service Budgeting Cash-flow Analysis Cloud Computing Estate Planning
Details
  • Year established: 1947
Highlights and features
  • We offer over 75 years of experience in accounting and tax services.
  • Our team includes certified professionals with expertise in audits and fraud examination.
  • We provide personalized financial solutions tailored to each client's needs.
  • We maintain a commitment to honesty, integrity, and client satisfaction.
  • We serve a diverse range of industries including agriculture and real estate.
Associations and certifications
  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • Association of Certified Fraud Examiners
Update Listing
Services
Tax Services
We prepare individual, corporate, partnership, estate, and trust tax returns while offering consultation and ongoing planning. Our team provides strategic advice to minimize liabilities and ensure compliance with evolving regulations. Clients benefit from proactive guidance tailored to their unique financial situations.
Audit & Assurance
Our attestation services include financial statement audits and internal control evaluations. We ensure accuracy and compliance for businesses seeking credibility with stakeholders. Clients receive actionable insights to strengthen financial processes and operational transparency.
Business Advisory
We offer virtual CFO services, budgeting, and cash-flow analysis to support business decisions. Our advisory team leverages cloud computing tools to deliver real-time financial insights. Clients gain strategic partners focused on sustainable growth and operational efficiency.
Accounting Services
From system setup to interim closings, we handle accounting operations for businesses of all sizes. Our services include bookkeeping and financial statement preparation. Clients receive accurate, timely reporting to inform critical business decisions.
Estates & Trusts
We specialize in estate planning, gifting strategies, and succession planning to preserve assets. Our experts help clients navigate complex tax implications while safeguarding family legacies. Services ensure seamless wealth transfer aligned with long-term goals.
People
David Rose
Managing Partner
CPA, CFE, and CFF with over 20 years in audits and public accounting. Leads Hillberg & Company's strategic direction while maintaining hands-on client engagement in forensic accounting and compliance.
Robert Hillberg
Partner
CPA, PFS, and MBA holder specializing in tax planning and financial consulting. Brings decades of experience in wealth management and advisory services for high-net-worth individuals and businesses.
Joe Julio
Partner
Certified Public Accountant focusing on audit compliance and assurance services. Provides expertise in regulatory standards and internal control frameworks for corporate clients across multiple industries.
Daniel Currie
Tax Services Partner
CPA and Enrolled Agent with a master's in taxation. Specializes in complex tax strategies for businesses and individuals, emphasizing compliance and optimization across state and federal jurisdictions.
William Behrens
Director
CPA and ABV-certified director overseeing audit engagements. Focuses on financial reporting standards and valuation services for mid-sized companies seeking growth and acquisition opportunities.
Questions
What accounting services do you offer for small businesses?
We provide audits, tax planning, bookkeeping, and virtual CFO services tailored to small businesses. Our team helps with financial reporting, compliance, and growth strategies.
How long should I keep my tax records?
Retain tax records for at least three years, six years if underreporting income by 25% or more. Keep permanent documents like property records indefinitely for legal and tax purposes.
Do you specialize in any industries?
We serve agriculture, real estate, construction, manufacturing, and professional services industries. Our team understands sector-specific tax regulations and financial challenges.
What credentials do your accountants hold?
Our team includes CPAs, Certified Fraud Examiners, Certified in Financial Forensics, and specialists with advanced degrees in taxation and financial planning.