At Dunham Associates, CPAs we want you to feel like you are our only client. We will always give you personal attention along with the sophisticated, forward-looking strategy you deserve. Dunham Associates, CPAs goal is to provide each of our clients the best accounting services possible whether the services required are relatively simple or extremely complex.
Our individual clients know we care about their specific needs and our business clients know we will do everything in our power to help grow their profits and lower their taxes. Under current California Law, parents can transfer certain property to their children, without reassessment of property taxes.
Our individual clients know we care about their specific needs and our business clients know we will do everything in our power to help grow their profits and lower their taxes. Under current California Law, parents can transfer certain property to their children, without reassessment of property taxes.
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Our Partners
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Rick founded Dunham Associates, CPAs in 1996. His specialty is working with high net worth individuals and businesses here in Silicon Valley and enjoys the dynamics of tax and financial planning and business consulting. Rick's goal is to help his clients increase their net worth and lower taxes.
This goal is facilitated by gaining a thorough understanding of each client's personal and business financial situation and assessing a variety of strategies to determine how best to obtain the clients' personal and financial goals.Rick is an Enrolled Agent (EA), Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
This goal is facilitated by gaining a thorough understanding of each client's personal and business financial situation and assessing a variety of strategies to determine how best to obtain the clients' personal and financial goals.Rick is an Enrolled Agent (EA), Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
Wealth Management
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Many of our clients want assistance with numerous financial planning issues such as investments, retirement planning, education funding and other specific needs. DWR provides comprehensive fee-based investment management and financial planning services to high net worth as well as small to medium sized businesses.
Resources
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Under current California Law, parents can transfer certain property to their children, without reassessment of property taxes. Such property includes a principal residence of any value, plus other property up to $1 million in assessed value. To Our Clients and Friends: Now that the 2016 presidential election is over, it's highly likely that the tax law.
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Dunham Associates is located on The Alameda in San Jose. The 1921 building that houses our firm is conveniently located near downtown San Jose without the hassle of driving and parking in the downtown area. You will find plenty of free parking on the street and in our parking lot. We also have very easy access to San Jose International Airport, Highway 280, Highway 101 and Highway 880.
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