Business Details
10 Years
experience
Trusted Accounting & Tax Services in Pleasant Hill
RGP, LLP is a full-service CPA firm dedicated to delivering comprehensive auditing, accounting, tax, and consulting services tailored to businesses, individuals, and nonprofit organizations. Established in 2016, our team of experienced professionals brings over 30 years of collective expertise, serving clients across Northern California, Nevada, and beyond. We prioritize personalized solutions, leveraging deep industry knowledge in sectors like agribusiness, real estate, and nonprofit compliance. Our mission centers on maintaining a highly skilled team capable of addressing diverse client needs with precision and timeliness. With a focus on collaboration, we partner with clients to navigate financial challenges, optimize tax strategies, and support long-term growth.Our professionals hold certifications including CPA and Enrolled Agent status, ensuring technical excellence across services. We specialize in multi-state tax compliance, estate planning, and government audit requirements, reflecting our adaptability to complex regulatory landscapes. Community engagement remains integral to our values, with team members actively involved in local organizations like the Mt. Diablo YMCA and Rotary Club. Our commitment to continuous learning ensures clients benefit from up-to-date insights into evolving tax laws and business practices. By combining technical proficiency with personalized service, we aim to be a trusted advisor for clients seeking financial clarity and strategic guidance.
Services
Tax Planning
Audit Services
Nonprofit Accounting
Estate Tax Preparation
Government Audits
Business Consulting
Trust Accounting
Employee Benefit Plans
Multi-State Compliance
Financial Statement Reviews
Details
- Year established: 2016
Highlights and features
- We offer 30+ years of combined CPA expertise in tax and audit services.
- Our team specializes in multi-state tax compliance and nonprofit regulations.
- Tailored financial strategies for businesses, estates, and individual taxpayers.
- Certified professionals with deep industry knowledge in agribusiness and real estate.
- Proven track record serving Northern California and Nevada clients since 2016.
Services
Tax Planning
Our tax planning services help businesses and individuals minimize liabilities through strategic deductions, credits, and compliance strategies. We analyze financial situations to create customized plans that align with long-term goals while ensuring adherence to federal and state regulations. Our CPAs stay updated on changing tax laws to maximize savings opportunities for clients.
Audit Services
We conduct comprehensive audits to verify financial statement accuracy and regulatory compliance. Our team performs in-depth examinations of account balances, transactions, and internal controls to provide third-party assurance. Specializing in government audits and employee benefit plan reviews, we help organizations meet reporting requirements while identifying operational improvements.
Nonprofit Accounting
Our nonprofit accounting services address unique compliance needs for public charities and private foundations. We prepare IRS Form 990 series filings, state tax returns, and compliance documentation while offering guidance on governance and financial reporting standards. Our expertise ensures organizations maintain tax-exempt status through proper record-keeping and regulatory adherence.
Estate Tax Preparation
We provide specialized estate and trust tax services including return preparation, tax planning, and fiduciary accounting. Our professionals assist executors with tax-efficient asset distribution and help families navigate complex estate tax regulations. We also offer guidance on charitable trusts and intergenerational wealth transfer strategies.
Employee Benefit Plans
Our employee benefit plan audits cover 401(k), 403(b), and defined contribution plans. As AICPA Employee Benefit Plan Audit Quality Center members, we ensure compliance with ERISA, DOL, and IRS requirements. We guide clients through audit processes, documentation preparation, and regulatory submission for plans with 100+ participants.
People
Susan Gibson
CPA Partner
With over 30 years in public accounting, Susan specializes in taxation for small businesses, estates, and trusts. She prepares financial statements and consults on accounting matters while serving nonprofit organizations. A CalCPA member, she holds a BS in Business Administration from CSU Chico.
Thomas Rockwell
CPA Partner
Tom leads auditing and tax services for diverse industries including nonprofits and manufacturing. With 30+ years of experience, he serves on the Rotary Club of Walnut Creek and Mt. Diablo YMCA. He holds a BS in Accounting from San Jose State University.
Ward Pynn
CPA Partner
Ward focuses on tax-exempt organizations and charitable giving. Former IRS professional with 25+ years in public accounting, he advises nonprofits on compliance. He holds degrees from UC Davis and serves on the East Bay Community Foundation advisory committee.
Steven Palmer
CPA Partner
Steven brings 10 years of tax and accounting experience, specializing in estates and individual tax planning. He prepares trust accountings and represents clients in tax audits. A Utah Valley University graduate, he focuses on closely held entities and tax-efficient strategies.
Questions
What accounting services does RGP, LLP offer?
We provide auditing, tax planning, financial statement reviews, nonprofit compliance, estate tax services, and employee benefit plan audits for businesses and individuals.
Do you serve clients outside Northern California?
Yes, while based in Pleasant Hill, we serve clients across Nevada and throughout the United States with multi-state tax compliance expertise.
Are your professionals certified accountants?
Our team includes CPAs, Enrolled Agents, and CPA candidates with specialized certifications in tax and audit practices.
What industries do you specialize in?
We specialize in agribusiness, real estate, manufacturing, nonprofit organizations, and employee benefit plans with tailored financial solutions.
Do you handle government audit requirements?
Yes, we perform OMB Circular A-133 audits, program-specific audits, and employee benefit plan audits meeting federal compliance standards.
