The Firm was founded in 1955 by Wesley F. Suman in Alameda, California. Over the years, we have remained a local firm serving closely held business and individual clients in Alameda, San Ramon, the East Bay and beyond.
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 small group of partners or shareholders. Clients include many service sector professionals such as doctors, lawyers, engineers, insurance, real estate, financial, accounting, printing, marketing, and recreation. We also have clients in other sectors such as technology, and manufacturing.
Our primary client contact person is a partner of the firm. We are sincere about providing a high level of timely, personal and customized service at competitive rates.
We aim to provide timely high level service with understandable explanations for recommended strategies.