The Firm was founded in 1955 by Wesley F. Suman in Alameda, California. In 1986, a second office in Danville was opened to service the rapidly growing Contra Costa County. In 1995, we merged our Alameda office into the Danville office and continue to serve the City of Alameda and Alameda County in addition to Contra Costa County and the Tri-Valley area. We also provide services to multi-state entities. Over the years, we have remained a local firm serving closely held business and individual clients.

We are a "peer review" firm. Our accounting practices and procedures are reviewed by other CPA's every three years. Results are shared with the California Society of CPA's and the California State Board of Accountancy.

Our main focus is the closely held business - proprietorships, corporations, partnerships, limited liability companies - and their tax and business planning needs. These needs often include estate and trust tax planning. A closely held business is an entity owned by an individual, family, or limited group of partners or shareholders. Clients include many service sector professionals such as doctors, lawyers, engineers, veterinarians, insurance, real estate, financial, accounting, printing, marketing, factoring and recreation. We also have clients in other sectors such as technology, and manufacturing.

Our client contact person is usually an owner, shareholder or partner of the business. Likewise, their main contact with our firm is usually a partner in the firm. We pride ourselves on a high level of timely, personal and customized service at competitive rates.

Meet Our Team (for individual email addresses go to "Contact Info"):

Dave Hewitt, CPA, Partner

Theresa Fitch, CPA, EA, Partner

Kelly (Haynes) Dobyns, Office Manager, Bookkeeper

Mary Morgan, Staff Accountant

Heather Justison, MS, Staff Accountant

L. Lee Allen, CPA - Consultant