Business Details
Your Trusted Accounting Partner in San Jose, CA
At Dunham Associates, CPAs, we are committed to delivering exceptional accounting services tailored to the unique needs of our clients. With decades of combined experience, our team of certified professionals specializes in providing sophisticated tax strategies, business advisory solutions, and wealth management services. We serve a diverse range of industries, including real estate, healthcare, law, and technology, ensuring personalized attention to every client. Our firm emphasizes proactive planning to minimize tax liabilities while maximizing profitability for businesses and individuals. Located in a historic 1921 building on The Alameda in San Jose, we offer convenient access and ample parking for our clients.Our registered investment advisory division, DWR Wealth Management, provides unbiased financial planning and investment management services to high-net-worth individuals and businesses. We actively engage in community service through memberships in professional accounting organizations and local initiatives. Our approach combines technical expertise with a client-first philosophy, ensuring compliance and long-term financial success. We maintain rigorous ethical standards and prioritize transparent communication in all our professional relationships. This commitment to excellence has established us as a trusted partner for complex accounting needs in the San Jose area.
Services
Tax Preparation
Business Advisory
Wealth Management
QuickBooks Instruction
Tax Controversy Representation
Estate Planning
Corporate Tax Services
International Tax
401k Plan Audits
Financial Planning
Highlights and features
- We offer personalized accounting solutions tailored to your specific needs
- Our team provides sophisticated tax strategies to minimize liabilities
- We serve diverse industries with specialized accounting expertise
- Our registered investment advisors deliver unbiased financial planning
- We maintain rigorous ethical standards and transparent communication
Services
Tax Preparation
We prepare and file federal, state, and local tax returns for individuals and businesses. Our team handles complex tax situations including international accounts, real estate transactions, and business entity taxes. We focus on minimizing liabilities while ensuring compliance with current regulations.
Business Advisory
Our advisory services include entity selection, profit projections, compensation analysis, and nonprofit tax reporting. We help businesses develop strategic plans for growth, tax optimization, and operational efficiency across various industries including technology and healthcare.
Wealth Management
DWR Wealth Management provides investment management and comprehensive financial planning. We assist clients with retirement strategies, education funding, and estate planning using a fee-based, non-commissioned approach to ensure unbiased recommendations for long-term wealth preservation.
Tax Controversy Representation
We represent clients in tax disputes with federal and state agencies. Our services include resolving liens, levies, payment plans, and offers in compromise. We develop strategic solutions for tax collection issues while maintaining compliance with all regulatory requirements.
Estate Planning
Our estate planning services combine tax optimization with legacy planning. We help clients structure wills, trusts, and charitable contributions to minimize estate taxes while ensuring their assets are distributed according to their wishes through coordinated legal and financial strategies.
People
Rick D. Dunham
CPA, PFS
Rick D. Dunham is a Certified Public Accountant and Personal Financial Specialist with decades of experience in tax strategy and wealth management. He leads client advisory services and oversees investment management at DWR Wealth Management.
Jon Mills
CPA
Jon Mills provides expert accounting services with focus on business tax compliance and financial reporting. He works closely with clients in technology and professional services industries to optimize their tax positions and financial operations.
Michael K. Park
CPA
Michael K. Park specializes in individual tax planning and international tax compliance. He assists clients with complex financial situations including cross-border transactions and expatriate tax requirements.
Questions
What accounting services do you offer for businesses?
We provide corporate tax preparation, business advisory services, entity selection, profit projections, and tax controversy representation for businesses of all sizes.
Do you handle complex individual tax situations?
Yes, we specialize in complex tax planning for families, real estate transactions, international tax issues, and tax controversy resolution.
What wealth management services are available?
DWR Wealth Management offers investment management, retirement planning, education funding, and comprehensive financial planning with no commission-based products.
Which industries do you specialize in?
We serve real estate, healthcare, legal professions, technology, construction, and professional services industries with tailored accounting solutions.
How can I schedule an appointment?
Contact us at 408.260.9600 or use our online form to schedule a consultation at our San Jose office located at 1884 The Alameda.
