CPA Firms

Bertorelli, Gandi, Won & Behti is the successor firm to the San Francisco office of Spicer & Oppenheim. Our partner Eugene Bertorelli merged his practice, started in 1954, with Spicer & Oppenheim in 1978. Spicer & Oppenheim was a national firm known for its expertise in the financial services industry, particularly hedge funds. In addition to the financial services industry, the firm prides itself on its expertise in a variety of sectors such as real estate, non-profit organizations, manufacturing, construction, farming, restaurants, wholesale/retail, import/export and inter-modal trucking. The firm’s expertise extends to estate and succession planning, retirement planning, international tax planning and business valuation services.

Services:

• Asset Protection
• Other Services
• Accounting Services
• Audit Services
• Audits, Reviews and Compilations
• Reviews & Compilations
• Compilations
• Bookkeeping/Write-Up
• Financial Statements
• Financial Forecasts & Projections
• Cash Flow & Budgeting Analysis
• Tax Services
• Tax Planning & Preparation
• Tax Planning
• Tax Preparation
• IRS Representation
• International Taxation
• Payroll Services
• Sales Tax Services
• Estate & Trust Tax Preparation
• Consulting Services
• Business Succession Planning
• Business Valuations
• Buying & Selling a Business
• Estate Planning
• Retirement Planning
• Business Consulting
• Pension & Profit Sharing Plans
• Business Entity Selection