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About Us

Company

Marc Dickson is a Certified Public Accountant with over twenty-five years of accounting, consulting, and tax experience. He specializes in assisting businesses to develop useful financial information and minimize their tax liabilities. He has extensive experience with professional service firms, food and beverage, real estate and construction companies, retail stores and nonprofit organizations.

Marc holds a B.S. in Business Administration with a Concentration in Accounting from San Francisco State University. He is a member of local service organizations and speaks regularly at community events.

Lauren Rath joined the firm in 2009.  Lauren heads up our client accounting and management services department.  Not only do we provide bookkeeping services we also consult in office administration and document management.  Lauren is an Enrolled Agent, licensed by the IRS to represent taxpayers and is certified by Intuit as a QuickBooks Pro-Adviser. 

 

Mission Statement

Our mission is to provide professional accounting and tax services to individuals and family owned businesses, timely and affordable.  To provide the planning and resources that have been only available to large companies and the wealthy - to the real business of America, the small and family owned businesses.  To inform and educate so  that our clients can participate in the financial decisions that affect their lives and the lives of their families and employees.  To work with our clients as partners.  To create a firm and an environment where staff and partners can thrive professionally and personally.

 

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