Business Details
50 Years
experience
Trusted Accounting & Tax Services in the Bay Area
Bregante + Company + Company has built service partnerships since 1976, specializing in tax, accounting, and business consulting services for closely held businesses, high net worth individuals, and nonprofit organizations across the San Francisco Bay Area. Our team of over 50 professionals combines technical expertise with strategic advisory services, offering tailored solutions in tax compliance, mergers and acquisitions, estate planning, and nonprofit financial management. With offices in San Francisco, Novato, and Pleasanton, we prioritize long-term client relationships through proactive planning and personalized service.Our partners bring decades of experience from national firms and industry roles, supported by a network of trusted advisors in legal, financial, and specialized fields. We adhere to rigorous quality control standards through AICPA peer reviews and continuous professional development, ensuring compliance with evolving regulations while maintaining a client-centric approach to financial success.
Services
Tax Compliance
Business Succession Planning
Estate Planning
Auditing
Nonprofit Consulting
Mergers & Acquisitions
Real Estate Transactions
Retirement Plans
Accounting Systems
Charitable Gift Planning
Details
- Year established: 1976
Highlights and features
- We provide personalized tax strategies for high net worth individuals with over 40 years of Bay Area expertise
- Our team includes CPAs with experience from national firms and industry leadership roles
- We offer comprehensive business succession planning tailored to family-owned enterprises
- Our nonprofit specialists combine audit expertise with strategic financial advisory services
- We maintain AICPA quality control standards through rigorous peer-reviewed accounting practices
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Compliance
Our tax compliance services cover corporations, partnerships, and individuals with specialized expertise in real estate transactions and international tax matters. We combine technical accuracy with strategic planning to ensure compliance while optimizing tax positions. Our team stays current with evolving regulations to provide reliable guidance for complex financial situations.
Business Succession Planning
We develop customized succession strategies for family-owned businesses, focusing on maximizing asset value and minimizing tax implications. Our approach considers multiple exit scenarios including acquisitions, internal buyouts, and generational transfers. We coordinate with legal and financial professionals to implement comprehensive transition plans.
Estate Planning
Our estate planning services integrate tax minimization strategies with asset preservation techniques for high net worth individuals. We address trust administration, probate processes, and charitable giving vehicles while coordinating with legal counsel to execute comprehensive wealth transfer plans.
Nonprofit Consulting
We provide specialized accounting, audit, and strategic planning services for nonprofit organizations including 990 compliance and fundraising strategy. Our team understands unique nonprofit challenges, offering guidance on budgeting, internal controls, and long-range financial planning tailored to mission-driven organizations.
Mergers & Acquisitions
Our M&A services include business valuation, tax structure optimization, and due diligence support for both buyers and sellers. We coordinate legal and financial aspects of transactions while focusing on strategic alignment and post-merger integration planning for sustainable business growth.
People
David Crouch
Firm Managing Partner
David Crouch, CPA since 2016, specializes in tax compliance and business advisory services. With experience since 2008, he serves real estate, manufacturing, and nonprofit clients while pursuing a master's degree in taxation.
Jennifer Ruth
Office Managing Partner
Jennifer Ruth, CPA since 2002, focuses on real estate and nonprofit clients. She leads attest engagements in San Francisco and serves on the firm's internal audit committee with over 15 years of leadership experience.
Jeff Belingheri
Office Managing Partner
Jeff Belingheri, CPA since 1993, specializes in startup companies and business succession planning. He leads the Novato office and brings expertise in transactional planning and estate strategies developed over 30 years in public accounting.
Niki Doctor
Partner
Niki Doctor, CPA since 2006, provides tax planning services for high net worth individuals and international tax compliance. She serves diverse industries including hospitality and technology while leading client service teams.
Coben Tistadt
Partner
Coben Tistadt, CPA since 2002, specializes in complex tax law and international taxation. He leads trust and estate planning services and contributes to industry discussions as a member of the CALCPA Tax Discussion Group steering committee.
Questions
What industries does Bregante + Company + Company + Company specialize in?
We specialize in real estate, manufacturing, professional services, nonprofit organizations, and high-tech industries with tailored accounting solutions for each sector.
Do you serve clients outside the Bay Area?
While based in the San Francisco Bay Area, we serve clients nationwide through virtual consultations and strategic partnerships with professional networks across the United States.
How does Bregante + Company + Company + Company differentiate itself from other accounting firms?
We combine technical expertise with proactive planning and personalized service, maintaining partner-level involvement and continuity across all client engagements since 1976.
What accounting services do you offer for nonprofit organizations?
We provide audits, tax compliance, strategic planning, and internal control assessments specifically designed for nonprofit organizations' unique financial reporting requirements.
How do you handle complex tax situations for high net worth individuals?
Our specialists use advanced planning techniques for stock options, real estate transactions, and estate preservation while coordinating with investment and legal professionals.
Can you assist with business entity selection and formation?
Yes, we guide clients through entity selection considering tax implications, operational needs, and exit strategies while coordinating legal and compliance requirements.
