Responsive, creative, high-value CPA services for closely held businesses, high net worth individuals, trusts and estates. Isn't that what you're looking for in an accounting firm? One that's big enough to provide the experience, expertise and capabilities you need - yet small enough that you always get input and oversight from the partner that manages your account.
For more than 43 years, we've provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services. Our clients have engaged us for long-term relationships because our size, creative solutions, and commitment to delivering services that consistently exceed their expectations are just right.
For more than 43 years, we've provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services. Our clients have engaged us for long-term relationships because our size, creative solutions, and commitment to delivering services that consistently exceed their expectations are just right.
Services
Our partners have the technical expertise and experience to meet the widest range of client needs for CPA services. Their expertise is in all areas relating to accounting and auditing, tax planning and compliance, and business consulting. Their experience includes working for Big 4 accounting firms as well as the IRS.
Thomas (Tom) O. Hatfield has spent his entire career in public accounting, serving businesses, nonprofit organizations and individuals. He began his public accounting career as an auditor for Touche Ross and Co., where he gained valuable experience auditing a variety of large public and privately held businesses.
Susan specializes in the full realm of income tax compliance and planning services for individuals, trusts and estates. She has more than 20 years of public accounting experience.
Specific individual services related to income tax planning include: coordinating services with a client's other professional advisors, stock option planning, consolidating investment reports, IRA distribution planning and considerable experience with income taxing authority correspondence.
Specific individual services related to income tax planning include: coordinating services with a client's other professional advisors, stock option planning, consolidating investment reports, IRA distribution planning and considerable experience with income taxing authority correspondence.
Lorna Padia Markus has more than 20 years of experience working with closely held businesses, nonprofit agencies, pension plans and individuals. Her focus is on acting as a business partner to her clients as they navigate complex tax laws and accounting rules.
Prior to Lorna's public accounting experience, she also worked with the ALS & Neuromuscular Research Foundation (now a part of the Muscular Dystrophy Association) as their financial officer and has served on numerous nonprofit boards.
Prior to Lorna's public accounting experience, she also worked with the ALS & Neuromuscular Research Foundation (now a part of the Muscular Dystrophy Association) as their financial officer and has served on numerous nonprofit boards.
Bob began his career with Deloitte in their middle market division in 1987. Bob joined Mowat Mackie & Anderson LLP in 1991 and has continued to work to provide value to closely-held businesses, real estate entities and individuals. He is committed to achieving the best possible outcome for his clients.
Reviews (1)
Bruce D.
Aug 04, 2016
Report
I filed my taxes last year with Mowat Mackie & Anderson. It was a great experience from top to bottom, the organization is professional, knowledgeable, and timely. I worked with a young man named Cameron Bek and am looking forward to filing again this coming year. Cameron took the pain out of tax season for my business and I would highly recommend!
