ADValue CPA Services specializes in tax planning and business accounting for several companies in Vacaville and the surrounding communities of Solano County. The company is a certified ProAdvisor for Intuit’s QuickBooks software and active member of the American Institute of Certified Public Accountants. Areas of specialization include part-time CFO services, compilations, payroll services, and mergers/acquisitions/joint ventures. The principals have several years of training and experience in the industry, and customers have utilized their tax services for planning, and preparation as well as recurring issues like audit representation, back taxes, non-filed returns, and payroll tax problems.
Vacaville, CA(707) 451-2380
Castellucci & Associates, CPA is the firm of Mark Castellucci, CPA, who has more than 30 years in the accounting field. When combined with the firm’s two other principals — Becky Roseman, MBA, CPA, and Meaghan Likes, CPA — the company has more than seven decades of experience. Castellucci’s professional honors include the Model Tax Pro award from Money Magazine. The publication selected Castellucci to author the test given for determining said award one year later. He served in several positions with the Kiwanis Club of Greater Davis and received the group’s Distinguished Service Award in 2008-2009. He worked as past treasurer for the Davis Chamber of Commerce as well and holds membership in the California Society of Certified Public Accountants.
Davis, CA(530) 758-1040
CDE Consulting Inc. is a Davis-based accounting firm that serves both businesses and individuals in the city and surrounding area. CEO David M. Smith specializes in tax returns and tax planning as well as past due returns and IRS Offer in Compromise. Additional services include but are not limited to assistance with non-filed returns, back taxes owed, payroll tax issues, and IRS liens/levies and wage garnishment. CDE Consulting can advocate for clients on IRS payment plans to secure the most beneficial option for clients. It also trains businesses on QuickBooks and helps to implement within the organization.
Davis, CA(530) 848-9173
Darin Nixon, EA is an enrolled agent with the Internal Revenue Service (IRS). He works out of Woodland and serves individuals and businesses in the surrounding communities of Yolo County. Darin’s firm has attained Better Business Bureau accreditation, and his clients credit him and his staff with staying current on industry standards and providing top-notch customer service. Areas of specialization include general ledger and financial statement preparation, bookkeeping, accounting system setup/support, and payroll processing. He assists with employee benefit and profit-sharing plans as well as corporate tax planning and returns preparation. Notary services also are available.
Woodland, CA(530) 666-6880
Newman Associates, CPA is a Davis accounting firm that specializes in payroll services, audit representation, and general accounting. The company serves both businesses and individuals, and it stays actively involved in the community with membership in the Davis Downtown program in addition to its affiliations with the American Institute of CPAs and CalCPA. It handles audit needs of for-profit companies that are subject to Small Business Innovation Research (SBIR) and other government grant audit requirements. It also provides a full suite of financial statement preparation services, including lead sheet, journal entries, financial statement drafting, and acting as a liaison between auditor and client.
Davis, CA(530) 757-7402
Perry, Bunch & Johnston, Inc. is a certified public accounting firm located in Woodland and serving clients throughout Yolo County. Many of the company’s clients include agriculture-related businesses as well as manufacturing/processing, water agencies, reclamation districts, and service Industries. It has operated in the area since 1952, and at more than 65 years old, is one of the most established firms in all of Northern California. Services for individuals include personal financial planning and estate/trust planning. On the business side, it provides a variety of services including new business formation, succession planning, business valuation, and help with audits, reviews, and compilations.
Woodland, CA(530) 662-3251
Tracy L. Dunne CPA, CDFA, CFE serves Davis and the surrounding communities of Yolo County. She has more than two decades of experience, having graduated from California State University, Sacramento, in 1995. She holds certifications as a CPA as well as a CDFA (Certified Divorce Financial Analyst) and CFE (Certified Fraud Examiner) and is highly-qualified in the area of same-sex marriage tax laws. Dunne’s range of services includes but are not limited to personal account management, CEO duties, payroll assistance, tax planning, and forecasts/financial statements/projections. She can provide on-site support at a client’s location and provide setup, implementation, and training of QuickBooks, Quicken, and Xero.
Davis, CA(530) 758-2730
Wehner Accounting & Tax, Inc. is the firm of Matthew Wehner, CPA, who specializes in income tax planning and preparation, payroll services, and audit representation. Clients have utilized the company for statement prep, business entity selection, and for financial advising as well. Wehner is active in the communities that he serves, and he holds memberships with the Davis and Woodland chambers of commerce along with the American Institute of Certified Public Accountants and California Society of Certified Public Accountants. Additionally, he is on the CalCPA-Tax and Estate/Financial Planning committees, Sacramento Chapter. Wehner possesses more than a decade of income tax and accounting experience, and he emphasizes continuing education with industry developments.
Davis, CA(530) 908-1761