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Our Firm

We support our clients by embracing traditional, time-honored values of trust, professionalism, and customized service. As such, we have built a reputation in the San Francisco and surrounding communities as a trusted advisor and partner for small business success. We truly are committed to reducing and/or eliminating your business risk!

We are also committed to using innovative technology solutions to take our clients into the next era of accounting—providing the level of service you expect with the convenience you deserve. Our advanced web-based platform offers secure, 24-hour online access to your financial documents. And while this technology is available to serve you on your own terms and schedule, it will never replace the close, personal attention that is the foundation of our business. 

It is our goal to provide you with superior service, supported by today's most up-to-date technology. Consider our full line of services:


Tax Planning and Preparation

IRS Representation

International Tax

Business Advisory Services


DillingerCPA was originally established as a Tax & Bookkeeping firm to serve the international and domestic tax, consulting, and bookkeeping needs of individuals and small businesses in the San Francisco Bay area and around the world. We strive to strike the perfect balance between personal, attentive service, and professional experience and expertise. 

We believe that listening is the foundation of a lasting client relationship built on trust and respect. Our goal is to provide financial leadership, guidance, and sound advice that you can really use to help you grow your business and ensure ongoing success. 

Our firm’s leader, John Dillinger, has provided tax services for over 25 years. During that time, he has offered high quality personalized service to a wide variety of clients ranging from individuals to small and medium-sized companies in a variety of diverse industries. John’s background in tax preparation, "Big Four" public accounting, and as an IRS auditor gives him a unique perspective into your tax needs.

Previously, John has successfully helped clients with the IRS Offshore Voluntary Disclosure Programs. He continues to help clients understand and come into compliance in regards to their international filing requirements under the most recent IRS Disclosure Programs. John’s expertise, combined with the extensive experience of the firm’s professional staff, ensures that you are in good hands!

Schedule a Phone Call To Learn About Working With Us

DillingerCPA strives to play an integral role in each of our client’s goals and dreams by helping them to better understand the state of their personal and business finances. We work directly with each of our clients to best help them effectively manage their finances, all while proactively introducing opportunities for growth and wealth. We promise our clients insight, oversight, and foresight - all in all, creating a comprehensive view and direction for financial success.

At DillingerCPA, we believe in the importance of developing strong client-advisor relationships. Through personal one-on-one service and expert tax return and financial statements preparation and advice, we are committed to improving the lives of our clients. We follow a process to best meet our clients' needs, while always keeping in mind their dreams and goals: 


1.  First, we focus on establishing and defining the Client-CPA Relationship.

2. Next, we work on gathering client data.

3. Once collecting the necessary data, we begin to analyze and evaluate the Client’s Current Financial Issues.

4. Our team of experts work to develop and prepare necessary recommendations and alternatives.

5. Finally, we begin implementing appropriate recommendations.


Continuing Education and Life-Long Learning

At DillingerCPA we believe it is important to continuously acquire new skills and knowledge.

  • We will actively seek to expand our range of new competencies and enhanced skills by integrating learning and working experiences. 


Competence

We are able to perform high quality work in a capable, efficient, and appropriate manner.

  • We adhere only to the highest standards of performance. This includes performing high quality work that is designed to share knowledge and deliver value to the end user and translating “big picture” perceptions into strategic action. 


Integrity

At DillingerCPA we conduct ourselves with honesty and professional ethics.

  • We uphold a stringent code of professional conduct and unquestionable ethics. 
We have a reputation for integrity, honesty, and professionalism that is well deserved. We place professional responsibility above personal gain and reject opportunities or assignments that may compromise our principles of integrity. 


Attuned to Broad Business Issues

At DillingerCPA we are in tune with the overall realities of the business.

  • We will develop a deep understanding of the global, national, and marketplace environment and the impact of forces on various types of organizations, including our own business. We will align with other areas of business practice and other professionals to provide value-added services to our clients.  Keeping abreast of technology is critical to increased opportunities for our firm to optimize performance and expand services.

Objectivity

We are able to deal with information free of distortions, personal bias, or conflicts of interest.

  • We have a mindset that is uniquely and contextually appropriate in analysis, interpretation, and decision-making processes. We provide advice that is unbiased, and clearly articulates the pros and cons of potential courses of action.

CURRENT

  • Ameriprise – “US Tax Requirements when buying property offshore.” May 12, 2016 

  • Merrill Lynch – “Tax Issues Facing LGBTQ.” July 19, 2016  

PAST

  • John was a featured speaker on a panel of experts for the Knowledge Congress’s live 
webcast titled “Understanding Form 5471 & Owning Foreign Corporations."
  • John spoke on the US Tax Requirements when Buying Property Overseas at “International Living’sInternational Real Estate Investment Forum”  in Toronto; and their Canada "Live & Invest Overseas Conference" in Las Vegas. 


Our Team

John Dillinger, CPA

Even though he’s a native Californian, John loves to travel whenever he gets the chance.  As a result, he has many clients and friends that live all around the world.  When not traveling, he’s usually found building upon his 25+ years of tax knowledge and experience.

John is not the typical accountant. Having a Bachelor’s Degree in Social Science helps John hear clients tell him that he has a good personality “for an accountant”. 

Prior to starting DillingerCPA, John worked in International Tax at the “Big Four” accounting firm, PricewaterhouseCoopers and as an Internal Revenue Agent with the Self-Employed/Small Business Division of the Internal Revenue Service.

John’s love of travel resulted in many clients and friends located all over the world.  As a result, John gave presentations on US Tax Requirements when Buying Property Overseas at “International Living’sInternational Real Estate Investment Forum”  in Toronto, Canada and their “Live and Invest Overseas Conference" in Las Vegas, Nevada. In addition, John was a featured speaker on a panel of experts for the Knowledge Congress’s live webcast titled “Understanding Form 5471 & Owning Foreign Corporations."

John is licensed as a Certified Public Accountant.

He earned his Master’s Degree in Taxation from Golden Gate University and has a second Master’s Degree in Accounting and Financial Management. He also holds a Bachelor of Science degree from Washington State University. 

DillingerCPA, PC was established as a full service Tax & Bookkeeping firm to serve the tax and consulting needs of individuals and small businesses both locally and internationally.

At DillingerCPA, we want to do more than just prepare the most accurate tax returns with the lowest tax liability.  While taxes are an important part of your finances, we prefer to take a holistic approach to your financial situation, as every individual is unique.

Memberships

  • AICPA
  • Certified Global Management Accountant
  • Big Four Alumni

Bobby Carter,  M.S. financial planning

 

Bobby joined the practice in 2010 and now serves as Vice President and lead Financial Advisor. Bobby helps clients with all of their financial planning and wealth management needs, including: investment advice, estate planning, retirement planning, 401Ks, tax strategies, and other financial matters.

Bobby believes that a comprehensive, client-focused approach to financial planning ensures that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Bobby specializes in investment analysis. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.

Helping people, whether it’s planning for retirement or college expenses, is truly Bobby’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.

Bobby is a member of NAPFA and earned a Master of Science in Financial Planning from Kansas State University and a Bachelor of Science in Social Science and Economics from Washington State University.  

Bobby is a travel enthusiast who loves to explore and discover local cultures and people.  One of his favorite quotes and life motto includes:

“Travel is fatal to prejudice, bigotry and narrow-mindedness and many of our people need it sorely on these accounts.  Broad, wholesome, charitable views of men and things cannot be acquired by vegetating in one little corner of the earth all one’s lifetime.”

–Mark Twain, The innocents Abroad/Roughing It


Nancy O’Malley, EA

Not only is Nancy a native Californian, she’s lived in San Francisco her entire life. Additionally, Nancy has worked in the Income Tax Profession since high school and has 25+ years of experience in taxes and bookkeeping. Nancy is an Enrolled Agent with the IRS, which gives her the same rights before the IRS as an Attorney or Certified Public Accountant.

When not working on tax returns Nancy enjoys spending time with her son, family, friends and sailing.


Margaret “Marge” Casey, MS. Tax, EA (Emeritus)

Expert in Trust & Estate tax returns.


Cathy McSharry

Office Admin for DillingerCPA

Cathy has worked as a Helpdesk Manager for 16 years and is now retired. She enjoys working for DillingerCPA because of wonderful staff and client interactions.


Services

Your expert advisors in tax and strategic planning

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual, corporation, or require complex international return preparation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.

Expertise you can count on to grow your business with confidence

Our dedicated advisory services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection to cash flow projections:

  • Small business startup
  • Incorporation and business formation assistance (including entity selection: 
    S-Corporation, C-Corporation, Partnership, LLC)
  • Cash flow projections

The international expertise you require

With decades of experience helping clients in the area of international tax, you can rely on us to ensure full compliance. Currently, we are helping clients understand and come into compliance with the new international filing requirements in regards to the recently passed HIRE ACT and the current IRS Offshore Voluntary Disclosure Programs; specific forms to include 3520, 3520-A, 5471, 5472, 8858, 8865, 8891, 926 & 114 (FBAR).

Additionally, DillingerCPA’s president, John Dillinger, presented on the U.S. Tax Requirements when Buying Property Overseas at “International Living’sInternational Real Estate Investment Forum”  in Las Vegas, Nevada, and Toronto, Canada. He is a nationally recognized expert in International Tax Reporting and is a featured speaker at the Knowledge Congress's Foreign Corporation Event.

At DillingerCPA, we can help you with the required IRS international tax filings and make sure you stay current.

If you are a new or startup business, ready to upgrade your bookkeeping services, don’t have full-time internal accounting staff, or you would prefer to devote the majority of your time and energy to the overall management of your business, DillingerCPA can assist by managing your Bookkeeping and Payroll activities. You can rely on us to structure and deliver to you the all-important financial documents which allow you to focus on the growth and success of your business, clients and your employees.

Our team of highly-trained and experienced bookkeepers and payroll specialists can provide a wide range of value-added services. We can help identify and deliver the optimum solutions for you.

Bookkeeping Services

  •  DillingerCPA can provide after-the-fact bookkeeping assistance, which includes recording cash receipts, preparing cash disbursements and other financial information, and creating a general ledger, trial balance and financial reports/statements. DillingerCPA QuickBooks™ Services are detailed below.
  •  We can manage your accounts receivable process, including customer invoicing, recording payments, managing collections, and reconciling the ending accounts receivable to the subsidiary records
  •  We can manage check-writing and bill-paying, as well as perform general accounting for your individual or business operations, fund(s), or your foundation
  •  We can perform trust accounting, including tracking investment transactions and balances
  •  We can reconcile monthly bank accounts and records, and tie out balances to subsidiary ledgers
  •  We can prepare monthly, quarterly or annual sales tax returns, as well as train your staff on these types of processes and procedures

Payroll Services

DillingerCPA can deliver payroll processing. Specifically, we can:

  •  Set up employee payroll and ensure proper tax registrations
  •  Manage and process payroll
  •  Calculate proper payroll withholdings
  •  Assist with after-the-fact payroll, including preparation of quarterly and year-end payroll tax returns (submitted online), including year-end Forms W-2, W-3, and 1099s
  •  Assist with calculations on special or bonus payroll amount 
  •  Calculate employee net checks based on hours worked and pay rate, we record the payroll and calculate the tax deposits required
  •  Perform sensitive payroll calculations, including executive and officer compensation and bonuses

Quickbooks™ Services

DillingerCPAs’ team can remotely manage many of your routine, but necessary, monthly closing activities, including recording standard journal entries and reconciling bank accounts. We can also:

  •  Set up and establish:
    •  A chart of accounts
    •  Names of customers and vendors
    •  Item lists for invoicing and payroll purposes
    •  Security, passwords, and system preferences
    •  Memorized transactions and reports
    •  Accrual vs. cash basis statements
    •  Budgets
    •  Online access for cash accounts and credit cards
  •  Design balance sheet and income statements through account and subaccount numbers and classes
  •  Perform maintenance, review and ongoing bookkeeping related to your:
    •  Monthly/quarterly/semi-annual review of files and reports
    •  Monthly bank reconciliations

 

 

 

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Contact

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Address

840 Hinckley Road, Suite 242
Burlingame, CA 94010-1509

Phone

800.385.6757 

Email

hello@DillingerCPA.com

 

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