Firm Profile

COWDEN NEALE, LLP is a full-service CPA firm providing accounting and financial statement assurance services, income and estate tax planning, and tax return preparation. We also provide customized advisory services for businesses and individuals.

WHO WE ARE: A mid-sized practice of seasoned highly-trained professionals. Our collegial approach to client projects, discussing issues and working together, assures the best outcome for our clients. We are dedicated to hiring, retaining and developing talented senior-level accountants and staff who share our enduring commitment to client service.

WHO WE SERVE: Clients ranging from individuals and smaller closely-held businesses, to large multi-state operations in sectors as diverse as construction, manufacturing and wholesale distribution, professional and personal services, real estate and transportation. We value our client relationships deeply – most of our growth stems from client referrals. There is no greater compliment than this.

HOW WE OPERATE: Like most high-quality personal service-oriented CPA firms, COWDEN NEALE is committed to ongoing continuing education for our entire group, so that the firm stays current with the ever-evolving tax codes and financial reporting standards. We participate fully in professional life, both as members and as leaders of various professional associations, and we monitor and engage in ongoing discussions regarding emerging legislation, so that we are able to serve our clients with informed, up-to-date strategies for their future. We are proud that, as a member of the American Institute and California Society of Certified Public Accountants, we undergo a regular Peer Review of all of our accounting and auditing practice and procedures, and we have always received an ‘unqualified opinion’ – which in our profession means the highest mark – again, assuring our clients of exceptional quality of service.

WHAT SETS US APART: While we do share many of the qualities of other fine CPA firms, we believe that some essential qualifications and core beliefs set us apart.

•WE ARE COMMUNICATORS. Recognizing that our clients (talented, high-achievers in their fields) have their own areas of expertise, we share our experience with them, making it easier for them to make informed decisions. We see our role as going beyond mere data-gathering: we also want to analyze and translate information for them, equipping them with the tools for broader and wiser decisions.

•WE ARE COLLABORATORS. We welcome the opportunity to work not only with our clients, but also with their advisors in whatever field - investment professionals, attorneys, bankers, financial consultants. Our clients’ advisors have responded positively to this tactic, appreciating the efficiency, depth of knowledge, and responsiveness we bring to the process.

•WE ARE COMMITTED TO PERSONAL SERVICE. We know our clients, and we like and respect them. We enjoy being available to them when and where they need us. This builds loyalty. It’s good for us in terms of referrals, and good for them, because our team of experienced professionals is on hand to help them with their most challenging tax, accounting, or business needs.