We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

We have an eclectic mix of intelligent and personable individuals whose outside interests range from golf, to teaching, to music. Take a look at our credentials:

Paul Bratrude, CPA, M.S. Taxation

Paul has been a practicing CPA since 1985. He was born and raised in Washington State, and in 1983, he received his Bachelor of Arts in Business Administration from Washington State University, where he was also a member of the Delta Upsilon Fraternity. In 1990 Paul completed his Master of Science degree in Taxation at California State University Hayward.

Paul especially enjoys working with the small business client, providing assistance at all levels for their accounting and taxation needs.

Paul is a member of the AICPA and the California Society of Certified Public Accountants as well as the Pleasanton Chamber of Commerce.

Victoria D Jones, CPA
Victoria is an accountant specializing in income tax preparation with over 20 years worth of experience. She has been a member of the firm since its inception.

In 1998, Victoria obtained a Bachelor of Science degree in Business Administration, with an option in accounting, from California State University, Hayward. She graduated Summa Cum Laude, putting her in the top 1% of her graduating class. In November of that same year, she passed all parts of the uniform CPA exam with every score in excess of 90%.

Victoria uses her software expertise to help clients with their QuickbooksR questions. She also specializes in out-of-state and multi-state tax issues, and financial statement preparation.

Lisa Marie Bohn, Senior Accountant, Office Manager
Lisa Marie Bohn was born and went to school here in the tri-valley area. She earned her Associate of Arts degree at Columbia College in 1987, graduating with distinction (GPA 3.85), and went on to receive a Bachelors Degree in Business Management from Sonoma State University in 1989.

Lisa brings a well-rounded background to our firm, having worked several other industries before joining the firm in 1991. In addition to income tax preparation, Lisa specializes in quarterly reports, including payroll and sales tax, monthly bookkeeping assistance, and she is also responsible for the day to day administrative functions of the firm.

Lisa is a second-generation accountant and enjoys working in the family business. During the holiday season, Lisa is the leader of the popular Christmas quartet, The Mirth & Glee Carolers. They are frequently heard in and around Sonora and the Sierra Nevada foothills of Northern California.

Mainly through her musical abilities, Lisa supports many community services in her time off. She is also an avid outdoorswoman.

Frank W. Bohn, Retired
Frank W Bohn became a CPA in 1968.

During the Korean War, Frank enlisted in the U.S. Army. He served a full 3 year term (working primarily as an atomic bomb assembler), and received an Honorable Discharge. After the service, Frank earned his Bachelors Degree from San Jose State College in 1959.

Upon graduating, he was recruited, and subsequently hired, as an examination agent for the Internal Revenue Service, acquiring 3 years of invaluable knowledge.

Currently Frank is enjoying retirement and serving as the Treasurer for the Newark Golf Club, a position he has held for over 30 years. He is happiest when talking abut his latest golf game, major league baseball, and anything sports related.