CLOSELY HELD BUSINESSES benefit from the broad experience of our partners and staff in understanding their issues from an insider's perspective. With expertise in mergers and acquisitions, qualified and non-qualified retirement plans, business succession planning, and many other areas, we apply critical advisory services designed to help our clients navigate through even the most complex business transactions.
HIGH NET WORTH INDIVIDUALS have many opportunities and challenges in their financial lives. We bring in-depth knowledge, professionalism and decades of experience to the relationship. Services include stock option planning, real estate transaction analysis, estate planning and much more.
NONPROFIT ORGANIZATIONS require unique services and must keep an eye toward changes in law and taxation. Offering assistance with audits, tax compliance, budgeting, and fundraising, at Bregante + Company LLP we value the opportunity to help our nonprofit clients achieve their mission.
Building service partnerships
In 1976, Raymond Bregante formed Bregante + Company with the belief that he could do more than simply provide traditional accounting and tax compliance services to his clients. Today, Bregante + Company LLP is still firmly committed to the notion that, as CPAs, we are in a unique position to be a valuable resource to our clients in every aspect of their financial decision making process. Our clients include closely held businesses, high net worth individuals and nonprofit organizations throughout the greater San Francisco Bay Area.
At Bregante + Company LLP, we nurture "service partnerships" with our clients that enable us to advise strategically and comprehensively, and to provide creative and technically sound advice in a highly personalized manner. The key is in our approach. We establish a close, interactive relationship with our clients by speaking and meeting with them frequently, and taking all issues - personal and professional - into consideration when advising them. In doing so, we become a valuable and trusted member of each client's business or financial team. It's an approach that allows us to meet our objective: to give sound advice, from a financial and tax perspective, that provides the foundation for success in the long term.
The right people, the right team
Many of our partners and managers received their training from national accounting firms, and several have served in industry positions as well. Our clients benefit from that broad experience as well as our collective commitment to long-term relationships and our flexible, personal approach to client service.
Over the 30+ years that we have been serving clients in the San Francisco Bay Area, we have developed relationships with a broad network of professional advisors who we believe are experts in their respective fields: attorneys, bankers, financial advisors, retirement plan specialists and administrators, real estate brokers, insurance brokers and others. We encourage our clients to call us with any business or financial issue that they may have; if we cannot help solve it ourselves, we can usually add another professional to the team who can.