Business Details
45 Years
experience
Certified Public Accountants in San Bernardino, CA
Kennedy & Kennedy CPA is a certified public accounting firm with over four decades of dedicated service to clients across Southern California. Since our founding in 1981, we have built a reputation for technical excellence, personalized client service, and unwavering commitment to quality in accounting, auditing, and tax advisory services. Our team of experienced professionals specializes in serving diverse industries including nonprofit organizations, timeshare resorts, construction contractors, manufacturers, and professional service providers. We maintain active memberships in the American Institute of CPAs and the California Society of CPAs, and have participated in the AICPA Peer Review Program since its inception. Our audit practice adheres to Government Auditing Standards and OMB Circular A-133, utilizing a seasoned team with direct partner involvement to ensure reliable, actionable results.We prioritize transparent communication with clients and governing bodies, fostering long-term relationships through 40 years of consistent service delivery. Our tax practice spans corporate and individual compliance across all 50 states, with specialized expertise in nonprofit tax regulations including Form 990 preparation. With offices in San Bernardino and Victorville, we combine local market knowledge with national technical proficiency to meet client needs. Our firm's leadership includes partners who have served on state and national peer review committees, authored educational materials, and instructed professional development courses. This depth of experience positions us to deliver strategic financial solutions tailored to each client's unique circumstances.
Services
Audit Services
Tax Preparation
Peer Review
Nonprofit Accounting
Business Advisory
Details
- Year established: 1981
Highlights and features
- We have 40+ years of experience serving Southern California businesses
- Our partners hold leadership roles in national peer review programs
- Specialized expertise in nonprofit tax regulations and audits
- Direct partner involvement in all audit engagements
- Active participation in professional development and industry education
Associations and certifications
- American Institute of CPAs
- California Society of CPAs
Services
Audit Services
We conduct comprehensive audits for nonprofit organizations, timeshare resorts, construction contractors, and manufacturers. Our team follows Government Auditing Standards and OMB Circular A-133, using experienced staff with direct partner involvement. Clients receive thorough financial statement reviews and audit committee engagement throughout the process.
Tax Preparation
Our tax services cover corporations, S Corps, LLCs, partnerships, estates, and trusts across all 50 states. We specialize in nonprofit tax compliance including Form 990 preparation and tax-exempt status applications. With expertise dating to 1974, we ensure accurate filings while optimizing legal tax obligations.
Peer Review
Since 1981, we've participated in the AICPA Peer Review Program, undergoing evaluations every three years. Our partners serve as peer reviewers for California CPA firms and hold leadership roles in national review committees, ensuring adherence to professional standards.
Nonprofit Accounting
We provide specialized accounting services for nonprofit organizations ranging from $1M to $50M in assets. Our expertise includes compliance with complex reporting requirements, audit committee engagement, and tailored financial strategies for social service agencies, YMCAs, and legal aid organizations.
Business Advisory
Our advisory services combine industry-specific knowledge with strategic financial guidance. We assist businesses in real estate taxation, manufacturing accounting, and construction contractor reporting, delivering solutions that align with long-term organizational goals.
People
David C. Kennedy
Partner
Certified Public Accountant with expertise in taxation since 1974. Holds degrees from Dartmouth College and UC Riverside. Specializes in corporate, partnership, and real estate taxation. Member of AICPA Tax Division and San Bernardino City Treasurer.
James N. Kennedy
Partner
CPA since 1970 with focus on nonprofit and real estate accounting. Served on AICPA Peer Review Board and California committees. Instructor for nonprofit accounting courses and frequent conference speaker with extensive peer review experience.
Jeffrey S. Kennedy
Senior Audit Manager
Audit specialist since 1991 with expertise in nonprofits and manufacturing. Former Ernst & Young accountant with supervisory experience. Joined Kennedy & Kennedy CPA in 1993, focusing on audit engagements for complex organizations.
Christopher A. Kennedy
Audit Manager
Certified Public Accountant with specialization in nonprofit audits and employee benefit plans. Holds UCLA degree and 20+ years of experience. Provides audit services with emphasis on compliance and technical accuracy for diverse organizations.
Questions
What accounting services do you offer?
We provide audit, tax preparation, peer review, and business advisory services for nonprofits, construction contractors, manufacturers, and professional service providers.
How long have you served the community?
Our firm has delivered accounting services in Southern California since 1981, maintaining continuous participation in the AICPA Peer Review Program.
Can you assist with nonprofit tax requirements?
Yes, we specialize in nonprofit tax compliance including Form 990 preparation, tax-exempt status applications, and California Form 199 filings.
What makes your audit approach unique?
We use experienced staff with direct partner involvement, ensuring thorough planning and reliable conclusions through continuous client communication.
Do you serve clients outside California?
While based in California, we prepare tax returns for clients in all 50 states and serve diverse industries nationwide.
