Profile

Denise M. Zwieg, CPA, MST
Owner

Denise brings over 30 years of broad tax experience to her practice. She is a California licensed CPA with a Bachelor of Science (BS) in Professional Accounting from California State University Long Beach and a Masters of Science in Taxation (MST) from Golden Gate University. She worked in small, medium and large local firms in Orange County and Silicon Valley, before starting her practice back in 2000. Her goal in starting her own firm was to be able to provide a personal level of service to her clients often not available in larger firms. She works to be a partner and trusted advisor to her clients, and has made an effort to guide them through all the curves that life might throw their way, whether it be from the constantly changing tax laws, unexpected life and family issues, business opportunities, college expenses, retirement planning, aging parents and more. Her firm fills the niche as a true “Family CPA”   as she provides services to multiple generations of many of her clients.


Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.