The financial professionals of Petsas & Hill, CPAs enjoy delivering personalized accounting, tax and financial services with integrity for the sustainable growth and peace of mind of our clients.
If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. We are experienced and we're friendly. We have built our firm on the personal relationships and client ca
re that has made us the premier firm in our community. Please call us for a consultation.
Services
Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, estates and trusts, business formation, personal planning, real estate and business sales. We view each client as an opportunity for service. We are your partners in solving the financial problems of life, as well as helping ensure your road map to financial success is well planned and followed to completion.
Our Firm
Our firm's longstanding reputation for providing quality service reflects the high standards we demand of ourselves. Our roots go back the 1940's and 1950's when L. H. Peterson and Gilbert Cartwright opened their respective accounting and tax practices in Richmond, CA and now we are in the second generation of tax professionals. Our current principals go back to 1972 when the firm of Stephens & Petsas, CPAs opened its doors in West Contra Costa. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest serving our community for nearly 40 years.
Firm Philosephy
We at Petsas & Hill recognize that, even for corporate clients, the real client is the owner of the business. We view our services to businesses as directly serving the needs of the company's owners. Our goal of helping the company improve its position also helps the business owners improve their personal financial positions.
Having precise financial information is more important than ever for business owners. Interpreting this data properly makes a dramatic difference in a company's level of success. At Petsas & Hill, we help business owners obtain quality information and use it well to achieve their business and personal financial goals.
We have clearly defined the type of client we can best serve - those with limited financial and managerial resources. We help maximize a client's existing capabilities by participating in an ongoing advisory capacity in both business and personal financial areas. Usually, once reporting systems are properly functioning, we encourage clients to generate more information internally. As a result, company management always has access to the data they need to evaluate and act on the day-to-day and long-term demands of their business.
Although we teach clients how to gather meaningful information, we consider this historical data merely a starting point for evaluating future needs. As the relationship with our client develops, we identify opportunities to improve operations and furnish management with reports and recommendations to increase profitability. We also recognize that - for most of our clients - the owner's personal financial security depends on the success of the business. To maximize after-tax dollars, we emphasize tax planning by balancing the corporate and individual needs of the owners.
We want our clients to achieve two goals:
(1) a comfortable current life style;
(2) passing their wealth to the next generation.
The financial success of their business supports most clients' current life style. Accordingly, we first emphasize a financially prosperous business. We next stress the need for each client to do appropriate retirement planning. Passing accumulated wealth to the next generation with a minimum tax bite only comes from sound tax and estate planning and appropriate wealth-protection.
... moreless ...