David Crouch
David CrouchFirm Managing Partner
“Solid tax planning doesn’t happen in a vacuum, once a year, or with a filing deadline looming. The most effective and highest value relationship with a CPA comes from thinking ahead and having a holistic view on a client’s financial situation – including both personal goals and key business considerations. We do our best work in partnership with our clients, seeing them through economic cycles and life changes, and bringing our expertise in the ever-evolving tax arena to bear at critical junctures. The buck doesn’t stop there however, as we also strive to utilize the wealth of knowledge our service partners bring to the table to elevate our partnership to that next level. Any CPA can file a return, it’s the steady, thoughtful and informed guidance through life’s big decisions that really sets Bregante + Company apart.”

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 Belingheri
Jeff BelingheriOffice Managing Partner
“What separates us from most other CPA firms is that we view our clients as long term business partners and friends. We are dedicated to each of our clients’ success and committed to building a team of professional advisors that can best serve their unique needs. Whether it is Bregante + Company LLP or some other professional making the recommendation in any particular circumstance is not a concern; getting the right answer for our client is.”
Jeff Belingheri has been a CPA since 1993 and is a member of the California Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the Marin County Estate Planning Council. He holds a Master of Science in Taxation from Golden Gate University in San Francisco and a Bachelor of Science in Business Administration (Finance) from California Polytechnic State University in San Luis Obispo. Jeff received his training at Price Waterhouse in the audit department of the Silicon Valley office, where he worked exclusively with high-tech startup companies. He joined Bregante + Company LLP in 1993 and became a partner in 1996. Jeff served as the Firm Managing Partner from 1996 through 2018, and he continues to serve as the Managing Partner of the Novato Office.

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
Jennifer RuthOffice Managing Partner
“Maneuvering through tax and financial issues can be an overwhelming and stressful journey. One of the most rewarding experiences is being able to lessen that stress and explain the issues in a clear manner that isn’t intimidating. We also strive to build a strong partnership relationship with our clients. Our clients call with all manner of questions and concerns in their lives, not just tax compliance. Our goal is not only to provide strong technical advice in our areas of expertise but to also provide our clients with guidance or referrals in any area they need.”

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
Niki DoctorPartner
“We serve as trusted, strategic partners to our clients. We take the time to understand their objectives and offer bespoke solutions to help them make financially sound business decisions. We are committed to client success and strive to provide prompt and efficient services in all our engagements.”

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
Corey GrahamPartner
“Our approach involves getting to know our clients’ business and personal objectives to understand the pain points from the inside out. From there, we aim to become an integral part of the team to help develop and maintain strategies to meet those objectives. Whether that’s growth and expansion, optimizing tax savings with smart tax planning, or simply maintaining consistent operations and recordkeeping, our clients’ goals are our goals.”

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
Daniel NovakPartner
“At Bregante + Company, we work proactively with our clients and their other professional advisors. This means we are committed to staying on top of the ever-changing tax laws and that we team with our clients to develop and execute an efficient tax strategy that keeps their specific financial goals front and center. Accounting isn’t about math, it’s about knowing the rules of the game and proactively and strategically playing your cards to get the desired result.”

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
Diana SosaPartner
“A valuable advisor is a good listener. Being familiar with a client’s current situation as well as their long-term goals makes it possible to take a proactive role in providing advice. Our clients call when they are in the planning stage of a major transaction, rather than after the fact. We value that close working relationship.”

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
Coben TistadtPartner
“Public accounting is an industry both self-regulated and critical for our markets and systems of tax. As CPAs, we have the freedom to serve as tax advocates and the obligation to be impartial judges of financial statements. We strive to become trusted advisors for our clients through honesty, expertise, a strong work ethic and creativity. We deliver top-shelf service in a family-first, non-corporate environment. Our work goes way beyond tax returns and financial statements (although these are important); we work with our clients regularly on tax minimization strategies, business structuring, restructuring, exiting, selling, or acquiring a business, accounting systems enhancements, estate planning, charitable giving, and other sundry matters. Our foundation is a strong grasp of debits and credits and the art of accounting. I’ve been working to improve this craft almost 20 years and bring to the team a solid knowledge of tax law with an innovative spirit to explore grey areas and find positive solutions.”

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

Steven Fineran
Steven FineranPartner Emeritus
“Tax law has become increasingly complex. Our role is to help our clients analyze and understand the benefits, risks and rewards of different strategies. Tax concerns shouldn’t overshadow the big economic picture; we help clients remember that sound business decisions are what is most important.”
Steve Fineran has been a CPA since 1987 and is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Steve holds a Master of Science in Taxation from Golden Gate University and a Bachelor of Science in Business Administration from California State University, Chico. Steve spent 12 years at local public accounting firms in San Ramon and San Francisco. In 1996, Steve joined Bregante + Company LLP as a tax manager, and in 2001 he became a partner.

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 Hammond
Paul HammondPartner Emeritus
“Financial decisions are seldom purely mathematical. They impact the lives of the decision-maker, their families, and often others. We provide an unbiased, confidential, friendly helping hand to assist our clients in evaluating financial information and the impact of alternative decisions. We take great satisfaction in understanding and educating our clients, and assisting them in selecting a path which is best suited to their particular situation”
Paul Hammond has been a CPA since 1975 and is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Paul holds a Master of Business Administration in Accounting from the University of California, Berkeley and a Bachelor of Arts in Religion from Wesleyan University. He started his public accounting career in 1972 with Arthur Young & Company in San Francisco, and was a sole practitioner in Berkeley for six years before joining Bregante + Company LLP as a partner in 1982.

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
Matthew BuckManager

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
Hinoki CrumManager

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
Craig FergusonManager

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
Lori GeorgeManager

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
Mimi LeeManager

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
Aakansha MehrotraManager

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
Robert NtumeManager

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
Steve PachecoManager

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 Rivas-Avalos
Ricardo Rivas-AvalosManager
Ricardo Rivas-Avalos has been a CPA since 2021 and is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He holds a Bachelor’s degree in Business Administration with a concentration in Accounting from Sonoma State University. Ricardo joined Bregante + Company LLP as a staff accountant in 2014 and was promoted to Manager in 2022. Outside the office, he enjoys spending time with family, playing soccer and tennis and hiking.

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 Singh
Bik SinghManager
Bik Singh has been a CPA since 2018 and is a member of the California Society of Certified Public Accounts. He holds a Bachelor’s degree in Business Administration (Accounting) from Sonoma State University. Bik started his public accounting career at Bregante + Company as a staff accountant in 2017 and was promoted to Manager in 2022. Bik enjoys the beach and hiking in his free time.

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 Todd
Sean ToddManager
Sean Todd has been a CPA since 2003 and is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. He holds a Bachelor’s degree in Business Administration with an emphasis in Accounting from Stephen F. Austin State University. Sean started his career in public accounting in 1995 and joined Bregante + Company as a Manager in 2022. In his spare time, he enjoys sports and spending time with family and friends.

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 Wasley
Tonia WasleyManager

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