
David Crouch has been a CPA since 2016 and is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants. He is a graduate of California State University, East Bay and holds a Bachelor’s degree in Business Administration with an option in Accounting. David got his start in the accounting field when he was 14 and worked for a small CPA firm full time through college. He is currently attending Golden Gate University to earn his Master’s degree in Taxation. He joined Bregante + Company LLP as a staff accountant in 2008 and became partner in 2018. In his free time, he enjoys cooking, woodworking and spending time with his wife and puppies.
David specializes in providing tax compliance and planning services, business advisory services and attest services to closely held businesses and individuals.
INDUSTRIES SERVED: real estate, cannabusiness, retail/wholesale, manufacturing, management service, equipment leasing, motorsports, nonprofits.
PLEASANTON OFFICE
4309 Hacienda Drive, Suite 400
Pleasanton, CA 94588
Tel: 925.416.0550, Ext. 4252
Fax: 925.416.0604
dcrouch@bcocpa.com

Jeff works primarily with startup companies, closely held businesses and individuals as a tax advisor and business consultant. He has extensive experience in many areas of transactional planning (mergers and acquisitions, real estate transactions, etc.) and also with business succession planning and estate planning.
INDUSTRIES SERVED: architecture and engineering, service (advertising, consulting, and law), equipment leasing, food processing, high-tech, manufacturing, insurance, real estate.
NOVATO OFFICE
330 Ignacio Boulevard, Suite 201
Novato, CA 94949
Tel: 415.883.4262, Ext. 3113
Fax: 415.883.4290
jbelingheri@bcocpa.com

Jennifer Ruth has been a CPA since 2002 and is a member of the American Institute of Certified Public Accountants. She is a graduate of California State University, East Bay and holds a Bachelor of Science degree in Business Administration with an Accounting Option. She began her career in the East Bay working extensively with automobile dealerships and their owners. Jennifer joined Bregante + Company LLP as a manager in 2011, was promoted to principal in 2015 and became partner in 2017.
Jennifer works on a wide variety of clients including extensive work with real estate investors and management firms as well as other closely held businesses and nonprofit clients that require a combination of financial accounting and tax services. Jennifer also provides tax compliance and planning services to the individual owners of the business clients with which she works. Jennifer serves as the in-charge accountant on many of the attest engagements performed in the San Francisco office of Bregante, as well as being a member of the firm’s internal audit committee.
INDUSTRIES SERVED: real estate, contractors, attorneys, insurance, nonprofits, service, automobile dealerships, trusts, estates.
SAN FRANCISCO OFFICE
301 Battery Street, 2 Mezzanine
San Francisco, CA 94111
Tel: 415.777.1001, Ext. 5132
Fax: 415.546.9745
jruth@bcocpa.com

Niki Doctor has been a CPA since 2006 and is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She received both a Master’s and a Bachelor’s degree in Accounting from Gujarat University in India. Niki joined Bregante + Company LLP as a manager in 2012 and became partner in 2018.
Niki specializes in closely held businesses and high net worth individuals that require tax planning, tax advisory, international tax and compliance services. She also works with businesses that require a combination of tax services and financial accounting, including compilations and reviews.
INDUSTRIES SERVED: real estate, restaurant, architecture and engineering, high-tech, service (law, advertising, consulting), retail, manufacturing, and hospitality.
PLEASANTON OFFICE
4309 Hacienda Drive, Suite 400
Pleasanton, CA 94588
Tel: 925.416.0550, Ext. 4235
Fax: 925.416.0604
ndoctor@bcocpa.com

Corey Graham has been a CPA since 2015. He holds a Bachelor of Business Administration in Accounting from the University of Massachusetts Amherst. He joined Bregante + Company LLP as a staff accountant in 2016 and became a partner in 2022.
Corey works on a wide variety of clients, including closely held businesses and nonprofit clients that require a combination of financial accounting, attest and tax services. Corey also provides tax compliance and planning services for these closely held businesses and individuals. He serves as one of the primary in-charge accountants on the attest engagements performed in Bregante + Company LLP, as well as a leading member on the firm’s internal Accounting & Auditing Committee.
INDUSTRIES SERVED: nonprofits, contractors (general and specialty), wholesale and retail industries, restaurants, manufacturing, real estate, service (law, advertising, consulting), architecture and engineering, insurance, cannabusiness, employee benefit plans.
SAN FRANCISCO OFFICE
301 Battery Street, 2 Mezzanine
San Francisco, CA 94111
Tel: 415.777.1001, Ext. 5104
Fax: 415.546.9745
cgraham@bcocpa.com

Daniel Novak has been a CPA since 2014 and is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He holds a Master’s degree in Taxation from Golden Gate University and a Bachelor’s in Accounting from Dominican University of California. Daniel joined Bregante + Company LLP as a manager in 2018 and became a partner in 2023. His spare time activities include camping, cycling and working on cars.
Daniel works primarily with high net worth individuals, closely held businesses and nonprofit organizations.
INDUSTRIES SERVED: professional services with a focus on architects and engineers, manufacturing, retail and wholesale.
NOVATO OFFICE
330 Ignacio Boulevard, Suite 201
Novato, CA 94949
Tel: 415.883.4262, Ext. 3112
Fax: 415.883.4290
dnovak@bcocpa.com

Diana Sosa has been a CPA since 1991 and is a member of the American Institute of Certified Public Accountants. Diana holds a Master of Science in Taxation from Golden Gate University in San Francisco and a Bachelor of Business Administration in Accounting from the University of Washington. She has worked with a variety of clients in the public and nonprofit sectors providing audit, accounting, tax and consulting services. Diana joined Bregante + Company LLP as an audit/tax manager in 2000 and became a partner in 2008.
Diana works with businesses and nonprofit clients that require a combination of financial accounting and tax services, and provides tax compliance and planning for closely held businesses, individuals and trusts.
INDUSTRIES SERVED: contractors (general and specialty), private schools, investment brokerage firms, wholesale industries (lumber, automotive, high tech), retail industries (sportswear, automotive, health/food), restaurants, manufacturing, real estate (investment, development, management, brokers, agents), attorneys, physicians, architects, consultants, seafood brokers, processors and commercial fishermen, orchards and tree farms.
SAN FRANCISCO OFFICE
301 Battery Street, 2 Mezzanine
San Francisco, CA 94111
Tel: 415.777.1001, Ext. 5143
Fax: 415.546.9745
dsosa@bcocpa.com

Coben Tistadt earned his CPA license in 2002, scoring the 3rd highest for his sitting of the CPA exam. He is currently a member of the California Society of Certified Public Accounts, the American Institute of Certified Public Accountants and serves on the steering committee for the CALCPA Tax Discussion Group in the East Bay. He holds a Master’s degree in Taxation from Golden Gate University and a Bachelor’s degree in Religious Studies from Pomona College in Claremont. Coben started his career in public accounting in 2000 with Isler CPA in Eugene, Oregon, joined Bregante + Company LLP as a manager in 2011, and became partner in 2018.
Coben has expertise in tax law, regulations, rules and procedures pertaining to individuals, partnerships, corporations, trusts and estates, and international issues, and in financial reporting standards for accounting in general. In his free time, he enjoys spending time with his three sons, daughter and wife in and around Berkeley, studying theology and philosophy, and trying to keep fit.
INDUSTRIES SERVED: real estate, international taxation, trust and estates, nonprofits, cannabusiness.
PLEASANTON OFFICE
4309 Hacienda Drive, Suite 400
Pleasanton, CA 94588
Tel: 925.416.0550, Ext. 4227
Fax: 925.416.0604
ctistadt@bcocpa.com

Steve transitioned to Partner Emeritus in July 2022 and is primarily focused on client transitions.
INDUSTRIES SERVED: real estate syndication, sales, management and development, restaurant, service (advertising, law, and consulting), architecture, high-tech, cannabusiness, manufacturing, retail, construction, publishing, insurance and film production.

Paul works with a wide variety of clients, including closely held businesses, startup companies, high net worth individuals, nonprofit organizations and trust attorneys and administrators. He has extensive experience in tax compliance and business consulting.
INDUSTRIES SERVED: manufacturing, construction, high-tech, consulting, service, retail.
SAN FRANCISCO OFFICE
301 Battery Street, 2 Mezzanine
San Francisco, CA 94111
Tel: 415.777.1001, Ext. 5130
Fax: 415.546.9745
phammond@bcocpa.com

Matthew Buck has been a CPA since 2015 and is a member of the Texas State Board of Accountancy. He holds a Bachelor’s degree in Accounting and Business Administration from Florida Southern College. Matthew started his career in public accounting in 2014 in Florida and joined Bregante + Company LLP as a Manager in 2021. He enjoys hiking and traveling in his free time.
Matthew specializes in tax planning and compliance for high net worth individuals, S and C Corporations and partnerships across a wide range of industries.
INDUSTRIES SERVED: agriculture, cannabusiness, construction, high-tech, manufacturing, real estate, and professional services
PLEASANTON OFFICE
4309 Hacienda Drive, Suite 400
Pleasanton, CA 94588
Tel: 925.416.0550, Ext. 4408
Fax: 925.416.0604
mbuck@bcocpa.com

Hinoki Crum has been a CPA since 2004 and is a member of the California Society of Certified Public Accountants. She has a Master’s degree in Accountancy from Golden Gate University and a Bachelor’s degree in Psychology from Kwansei Gakuin University in Japan. She joined Bregante + Company LLP as a staff accountant in 2006 and was promoted to manager in 2014.
Hinoki works primarily with closely held businesses that require a combination of financial accounting and tax services. She also provides tax compliance and planning services to the individual owners of the business clients that she works with.
INDUSTRIES SERVED: real estate, engineers, restaurant, retail, nonprofit, and publishing.
SAN FRANCISCO OFFICE
301 Battery Street, 2 Mezzanine
San Francisco, CA 94111
Tel: 415.777.1001, Ext. 5105
Fax: 415.546.9745
hcrum@bcocpa.com

Craig Ferguson has been a Texas CPA since 1998, a California CPA since 2001 and an Oregon CPA since 2021. He earned a Bachelor’s degree in Business Administration in Accounting from the University of Texas at San Antonio. Craig rejoined Bregante + Company LLP as a Manager in early 2022 after a ten-year absence. In his free time, Craig enjoys hiking, travel, wine, live and recorded music, movies, books and spending time with his husband Todd and their dog Bevan.
Craig specializes in tax planning and compliance for high net worth individuals, partnerships and S and C Corporations across a wide range of industries.
INDUSTRIES SERVED: real estate, construction, manufacturing.
SAN FRANCISCO OFFICE
301 Battery Street, 2 Mezzanine
San Francisco, CA 94111
Tel: 415.777.1001, Ext. 5120
Fax: 415.546.9745
cferguson@bcocpa.com

Lori George has been a CPA since 2004 and is a member of the California Society of Certified Public Accountants. She is a graduate of California State University, Sacramento and holds a Bachelor’s degree in Business Administration with an emphasis in Accounting. Lori began her career in Eugene, Oregon and then the East Bay and Sacramento area, working primarily in tax services. She joined Bregante + Company LLP as a Senior Manager in 2019. In her free time, Lori enjoys road trips, being active outdoors, home projects and spending time with family and friends.
Lori works with closely held businesses, high net worth individuals and trusts, providing tax compliance and planning services.
INDUSTRIES SERVED: real estate, trusts, professional services, automobile dealerships, vineyards/wineries.
SAN FRANCISCO OFFICE
301 Battery Street, 2 Mezzanine
San Francisco, CA 94111
Tel: 415.777.1001, Ext. 5146
Fax: 415.546.9745
lgeorge@bcocpa.com

Mimi Lee has been a CPA since 2007 and is a member of the American Institute of Certified Public Accountants. She has a Master’s degree in Accountancy from Golden Gate University. She joined Bregante + Company LLP as a staff accountant in 2005 and was promoted to manager in 2016. In her free time, she enjoys traveling locally and internationally, bike riding and hiking.
Mimi works primarily with closely held businesses providing financial accounting and tax services. She also provides tax compliance and planning services for high net worth individuals and to the individual owners of the business clients that she works with.
INDUSTRIES SERVED: professional services, travel, winery, publishing, manufacturing, real estate, telecommunications, insurance, engineering, trusts, nonprofits.
NOVATO OFFICE
330 Ignacio Boulevard, Suite 201
Novato, CA 94949
Tel: 415.883.4262, Ext. 3124
Fax: 415.883.4290
mlee@bcocpa.com

Aakansha Mehrotra has been a CPA since 2015 and is a member of the California Society of Certified Public Accountants. She holds a Master’s degree in Finance from Delhi, India and a Bachelor’s degree in Accounting from Rajasthan University. Aakansha joined Bregante + Company LLP as a staff accountant in 2017 and was promoted to manager in 2018. She enjoys cooking, traveling and spending time with her husband and family.
Aakansha specializes in tax compliance, tax planning and financial accounting for closely held businesses and high-net-worth individuals.
INDUSTRIES SERVED: real estate, professional services, high-tech, manufacturing, retail, nonprofits.
PLEASANTON OFFICE
4309 Hacienda Drive, Suite 400
Pleasanton, CA 94588
Tel: 925.416.0550, Ext. 4230
Fax: 925.416.0604
amehrotra@bcocpa.com

Robert Ntume has been a CPA since 2012 and is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. He holds a Master’s degree in Business Administration from the University of Houston and a Bachelor’s degree in Economics and Statistics from Makerere University in Kampala, Uganda. Robert joined Bregante + Company LLP as a Manager in 2021. In his free time, he enjoys spending time with his family and taking road trips.
Robert works primarily with high net worth individuals and closely held businesses, providing tax compliance and planning services.
Industries Served: Manufacturing, retail, wholesale, professional services
PLEASANTON OFFICE
4309 Hacienda Drive, Suite 400
Pleasanton, CA 94588
Tel: 925.416.0550, Ext. 4212
Fax: 925.416.0604
rntume@bcocpa.com

Steve Pacheco has been a CPA since 2006 and is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants. He is a graduate of the University of California, Santa Barbara and holds a Bachelor’s degree in Business Economics with an emphasis in Accounting. Steve is currently attending Golden Gate University and is on track to earn his Master’s degree in Taxation by December 2021. He joined Bregante + Company LLP as a manager in 2017. In his free time, he enjoys traveling Western Europe and the Continental US, attending sporting events and golfing.
Steve works primarily in financial accounting, tax services and tax compliance for closely held businesses. He also provides tax compliance and planning services to high net worth individuals, nonprofit organizations and trusts.
INDUSTRIES SERVED: real estate, professional services, nonprofit organizations, cannabusiness.
SAN FRANCISCO OFFICE
301 Battery Street, 2 Mezzanine
San Francisco, CA 94111
Tel: 415.777.1001, Ext. 5129
Fax: 415.546.9745
spacheco@bcocpa.com

Ricardo specializes in tax planning and compliance for high net worth individuals, S and C Corporations and partnerships across a wide range of industries.
INDUSTRIES SERVED: professional services, real estate, engineering, construction, cannabusiness, and high-tech.
NOVATO OFFICE
330 Ignacio Boulevard, Suite 201
Novato, CA 94949
Tel: 415.883.4262
Fax: 415.883.4290
rrivasavalos@bcocpa.com

Bik works primarily in tax planning and compliance for closely held businesses and their respective owners, high net worth individuals and trusts. Bik also specializes in providing accounting and attest services to businesses and nonprofit organizations.
INDUSTRIES SERVED: architecture and engineering, professional services (advertising, consulting, and law), high-tech, manufacturing, construction, real estate and nonprofits.
NOVATO OFFICE
330 Ignacio Boulevard, Suite 201
Novato, CA 94949
Tel: 415.883.4262
Fax: 415.883.4290
bsingh@bcocpa.com

Sean specializes in tax planning and compliance for high net worth individuals, closely held businesses, and trusts and estates.
INDUSTRIES SERVED: agribusinesses, retail, wholesale, nonprofits and professional services.
PLEASANTON OFFICE
4309 Hacienda Drive, Suite 400
Pleasanton, CA 94588
Tel: 925.416.0550
Fax: 925.416.0604
stodd@bcocpa.com

Tonia has been a CPA since 2002 and is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She received a degree in Engineering from the St. Petersburg Institute of Technology, and took accounting courses at University of California, Berkeley’s Haas School of Business and Golden Gate University. Tonia joined Bregante + Company LLP as a staff accountant in 2000 and became a manager in July 2008.
Tonia works primarily with closely held business and nonprofit clients that require a combination of financial accounting and tax services. She also provides tax compliance and planning services to the individual owners of the business clients she works with. Tonia is in charge of nonprofit, compliance and business audits in the Novato office of Bregante + Company LLP.
INDUSTRIES SERVED: architects, engineers, real estate, travel, public relations, toy developers, nonprofits, cannabusiness.
NOVATO OFFICE
330 Ignacio Boulevard, Suite 201
Novato, CA 94949
Tel: 415.883.4262, Ext. 3103
Fax: 415.883.4290
awasley@bcocpa.com