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.
Services
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).
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.
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.
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.
Reviews (22)
Ronn Brashear
Dec 17, 2021
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I had a tax problem due to sudden capital gains, normally something I'd be happy about. This team worked through multiple days to find a solution. I got the call on Saturday night - they found a way to cut my tax event by nearly 40%! When the IRS challenged it, Dunham and Team handled everything. IRS sent on their merry way. I've since referred my parents, in-laws, and friends to Dunham and they all say the same thing: "Don't tell anyone else! Dunham and Team are our secret weapon!"
Audra G.
Aug 17, 2021
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I can't say enough good things about Rick. We had an issue with our taxes being incorrect due to a prior CPA and was referred here. Rick was patient and explained a solution for our issues. He took the time to work with us and totally earned our business for life. I would and will refer all family and friends here. Great service
Teresa Hanson
Jul 04, 2020
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In response to Ji Sa, who gave a poor review, the best advice I would give any small business owner is to use Quickbooks. You will save money when it comes to filing your taxes. All of your information is available for your tax preparer by simply running a report. You can run profit and loss statements, run payroll, and much more. You'll find that filing your tax return is not an arduous process and you will be completely prepared if there is an audit.
Rick Galla
Aug 08, 2019
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Rick Dunham has been preparing my taxes for over twenty years! I have always received 5 star service from him and his staff. Obviously, over twenty years of tax prep a number of situations have occurred and he or his staff have been able to resolve those issues and make my business and life less stressful and more streamlined. Highly recommended.
Victoria Maxwell
Jun 03, 2019
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Jon Mills is an outstanding CPA. He is thorough and efficient. He helped one of my clients save thousands of dollars in tax liability just because he knew the rules! My client's previous CPA had no clue. I have worked with Jon for over a decade and have been impressed with his knowledge and ethics. Dunham Associates should be everyone's go to CPA firm in the South Bay.
Thejas N.
Jun 03, 2018
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Serge B.
Jul 10, 2017
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I have had Rick Dunham and Jon Mills doing my taxes and provide me sage advice over the past 8+ years. During this time, they have been professional and efficient. What I enjoy most about their services is that they set aside time each year to go over, and review my returns in person. They have always returned my calls or emails in a very timely fashion. I highly recommend Dunham CPA's to anyone, whether you are a small business, or individual.
Agnes Kerchner
May 26, 2017
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Blake P.
Dec 02, 2016
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Gary P.
Nov 20, 2016
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Lg D.
Apr 12, 2016
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Less than useless. I spent way too much money here got nothing except for more fees on my taxes. Finally dealt with IRS directly myself, I would have been better off going to them in the first place. They even saved me money on my tax reruns that caused all my issues m and charged me zero for consultation. I could have saved myself so much money. Save yourself the $$ talk to the IRS no point in wasting money on these guys.
Vinay K.
Mar 26, 2016
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I'm really sad about my experience here. About 4 years ago I decided to get a CPA, and interviewed a few folks. Jon Mills here answered my questions fairly well, and better than the other folks I talked to. They came well recommended on yelp. Also they have a very professional looking setup, right down to snarky receptionist... So even though they were a tad more expensive than my friends' CPAs, I thought I had a good setup... till recently.
For the last 4 years, Jon would do my taxes. I would give a cursory glance at them, and approve. My fault here is that I didn't go over my
For the last 4 years, Jon would do my taxes. I would give a cursory glance at them, and approve. My fault here is that I didn't go over my
Hannah C.
Oct 08, 2015
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If I could give 0 stars, I would. Frankly, if I could give -10 stars, I would.
We moved to the States in 2012. We needed an accountant with international taxation specialization as well as the ability to 'hold our hands' while learning the complicated tax system to avoid any financial disasters. Sadly, our accountant at Dunham & Associates failed miserably. In the three years that we were his clients (we moved firms this week) he has made numerous mistakes, missed some errors in employer paperwork two years in a row including that they'd been withholding state tax without our
We moved to the States in 2012. We needed an accountant with international taxation specialization as well as the ability to 'hold our hands' while learning the complicated tax system to avoid any financial disasters. Sadly, our accountant at Dunham & Associates failed miserably. In the three years that we were his clients (we moved firms this week) he has made numerous mistakes, missed some errors in employer paperwork two years in a row including that they'd been withholding state tax without our
Sebastian T.
Apr 06, 2015
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The B.
Dec 04, 2012
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If there was a way not to give any star, I would do so for Dunham.
I typically do my own taxes. As, my case went little beyond standard income and deduction in 2010, I approached Dunham. I explicitly asked them (1) whether they are familiar with tax implications in my situation and (2) whether they have good experiences in preparing tax for folks with similar situation as mine. To both of my queries, they replied "yes". I provided them with whatever papers they asked me for. When I received the prepared tax papers (of course after paying dear), I found that there were many cut corners
I typically do my own taxes. As, my case went little beyond standard income and deduction in 2010, I approached Dunham. I explicitly asked them (1) whether they are familiar with tax implications in my situation and (2) whether they have good experiences in preparing tax for folks with similar situation as mine. To both of my queries, they replied "yes". I provided them with whatever papers they asked me for. When I received the prepared tax papers (of course after paying dear), I found that there were many cut corners
Cee V.
Jun 15, 2012
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As a further caveat to others considering this firm, following up on yelp to note that because of Dunham's accounting errors on not one, but two years of our state and federal returns, we are now responsible for a significant amount of penalties and interest on top of taxes due that should have been included by Dunham on our original returns but weren't. Independent review by two separate accountancy firms have subsequently confirmed that the errors were with Dunham, not with the information we provided to him.
Because Dunham has refused to cooperate, acknowledge his mistakes and/or
Because Dunham has refused to cooperate, acknowledge his mistakes and/or
Zeba S.
Mar 01, 2010
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I called Dunham based on several good reviews on Yelp. With multiple businesses we knew that we needed professional help.
Jon Mills called me back and talked to me for quite a while about the existing business and the new business and our CPA needs and expectations. We decided to meet with him, he asked me to send him some of the documents that I had some questions about. He was flexible and was well prepared for the appointment. I found him to be a great communicator, and responsive to questions and concerns we had.
We decided to hire him for all of our tax needs. We look forward to working with
Jon Mills called me back and talked to me for quite a while about the existing business and the new business and our CPA needs and expectations. We decided to meet with him, he asked me to send him some of the documents that I had some questions about. He was flexible and was well prepared for the appointment. I found him to be a great communicator, and responsive to questions and concerns we had.
We decided to hire him for all of our tax needs. We look forward to working with
Nick M.
Nov 18, 2009
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I met with Michael after finding Dunham & Assoc. here on Yelp. I had some back personal taxes and an LLC to set up. Michael was quick, friendly, and handled all of my (complicated) tax matters without me having to get my hands dirty. It even turned out better than I expected with the IRS. I will be using Michael for all my business and personal taxes from now on.
Jason W.
Oct 09, 2009
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For the past 10 years I've done my own taxes and I've always been a little bit skeptical about hiring a CPA to do them.
Well, this year they finally got complicated to the point where I began to wonder if I was doing them correctly, so I decided to bite the bullet and get an accountant.
I worked with Michael Park at Dunham CPAs and couldn't be happier with the experience. He was very fast, professional, took the time to explain everything to me and a pleasure to work with. Not only that, he also managed to save me $1500 on my taxes this year compared to what I had calculated
Well, this year they finally got complicated to the point where I began to wonder if I was doing them correctly, so I decided to bite the bullet and get an accountant.
I worked with Michael Park at Dunham CPAs and couldn't be happier with the experience. He was very fast, professional, took the time to explain everything to me and a pleasure to work with. Not only that, he also managed to save me $1500 on my taxes this year compared to what I had calculated
Janet D.
Mar 02, 2009
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I've been having my taxes prepared by Rick Dunham for years and I couldn't be happier. He has helped me open a business, sell a business and start another business. In my latest venture I have been working with both Mike Park and Ryan Nunnally. They are great and they keep me on track. I've recommended at least 10 friends to this firm and from what I know they are all pleased with the service, too.
Lois G.
Jul 25, 2007
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I was very satisfied with my consultation with Rick Dunham. If I had more than one visit to judge by, I would probably give five stars. I am being conservative just because we are talking about our financial lives here.
I had questions about taxes, home buying, investments, and a variety of worries all of which were addressed before I left. Rick made sure that he was not skipping anything, but also made sure to stay on track and not fluff out the visit, which you would later have to pay for.
I mentioned to Rick that I would be getting a second opinion form anotehr accountant. He took no offense
I had questions about taxes, home buying, investments, and a variety of worries all of which were addressed before I left. Rick made sure that he was not skipping anything, but also made sure to stay on track and not fluff out the visit, which you would later have to pay for.
I mentioned to Rick that I would be getting a second opinion form anotehr accountant. He took no offense
David K.
Apr 14, 2006
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Mike Park did my taxes. He was nice and helpful and found some deductions I didn't know that I qualified for. The total price was $350, and I don't think my taxes were exceptionally complicated: single, with (very) small business, some stock trades, and no house (read: not itemized). That seems pricey to me, about three times what my CPA in Omaha cost. Apparently that cost includes impromptu advice througout the year, so maybe it will be worth it.
There were a few things that were less than desirable:
- When helping me decide whether to turn my borderline hobby into a business, Mike
There were a few things that were less than desirable:
- When helping me decide whether to turn my borderline hobby into a business, Mike
