FIRM PROFILE

We’re a
Full Service CPA Firm In Sonoma County

Dal Poggetto & Company LLP was formed on November 1, 1992 when Jon Dal Poggetto, partner in charge of the Santa Rosa office of Deloitte & Touche LLP, separated his practice from his former firm’s due to its decision to consolidate resources into its Oakland office. Our current structure provides organizations in the North Bay area with access to world class accounting services at rates that are competitive with other local firms. All of the initial members of Dal Poggetto & Company LLP have prior experience and training with the international accounting firm of Deloitte & Touche LLP. However, the focus of our professional practice is in meeting the professional services needs of privately-held businesses, and our billing rates and structure have been established to meet those needs in a service-oriented yet cost-effective manner.

We have patterned our audit and accounting practice after the positive aspects of the audit practices of the Big Four accounting firms, based on the experience of our managing partner, who was the partner in charge of auditing for Deloitte & Touche LLP and its predecessor firms in Santa Rosa for nine years prior to the formation of our firm. We maintain the high quality of our practice by ensuring that all staff receive at least 80 hours of formal technical training each year. This training policy greatly exceeds the requirements for licensure by the State Board of Accountancy as well as the policies of other accounting firms. We are also a voluntary member of the Private Companies Practice Section of the American Institute of Certified Public Accountants, which was established to ensure the consistent quality of audit services provided by accounting firms through a mandatory peer review process. We successfully completed the most recently required review of our audit practice and received the highest possible affirmation as to our compliance with stringent quality control standards.

Our tax capability is an integral and critical part of Dal Poggetto & Company LLP. We strongly believe that tax considerations of business transactions and proactive tax planning are the top priorities in the services we perform for our clients. Our tax personnel enjoy a fine reputation for tax planning for S corporations, C corporations, partnerships, limited liability companies and their shareholders, partners, owners and key executive personnel.

We have significant consulting experience as a result of having served clients for so many years. Our array of consulting services compares favorably with that of the largest public accounting firms. We have particular emphases in cost accounting, product profitability analysis and financial performance benchmarking for privately held companies.

Attraction and retention of high quality staff are the top priorities of our firm’s recruiting program. Campus recruiting, firm brochures and a high degree of partner commitment to the recruiting process ensures that our high standards of quality client service are maintained throughout our staff complement. Retention of staff is achieved by maintaining the best possible work environment consistent with our client service objectives.

We are a growing firm with a strong reputation for quality work and responsive service. We hold a unique competitive advantage over other local accounting firms with the depth of experience of our partners and staff in a Big Four accounting firm environment, while we also enjoy advantages over Big Four firms in our ability to respond quickly with the appropriate partner resources to the needs of our clients. Our fee structure, service commitment, depth of experience and high quality of staff ensure that our clients receive accounting and tax services to their complete satisfaction.

Jon Dal Poggetto, CPA

Managing Partner
Phone (707) 525-3955
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Cathy E. Sewell, CPA

Partner in Charge,
Tax Services
Phone (707) 525-3966
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Melinda Walker, CPA

Partner
Phone (707) 525-3979
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Joe Bermudez, CPA

Partner
Phone (707) 525-3969
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Ryan Fitzsimons

Senior Manager
Phone (707) 525-3970
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Sher Meng, CPA

Senior Manager
Phone (707) 525-3977
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Tracy Hunnicutt, CPA

Manager
Phone (707) 525-3958
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