“Engage the Future.”
Our talented team of accounting and business professionals create a collaborative environment that fosters innovative thinking and proactive solutions. Our focus - Help our clients achieve their business and financial goals.
President's Message
“'Best audit we've ever had' is music to my ears.”
Hearing “because of you our books are now correct” is a real measure of our success. We strive to be involved, easy to work with and responsive to each nonprofit client’s unique needs.
Not-for-Profit
“We go beyond basic auditing to provide value to our clients. ”
At RINA we take a big picture view of accounting audits. Our goal is to have an audit pay for itself with the money-saving ideas we develop for our clients.
Audit Services
“My approach to client service? Responsible, accessible, proactive, and passionate.”
My passion is successfully managing our clients' complex business and individual tax needs, providing innovative ideas and solutions, along with excellent client service.
Business Tax
“Our industry leadership benefits every client.”
Active involvement in the accounting industry, including serving on the California Society of CPAs board, prepares me to better serve RINA clients with estate planning, taxation consulting and other financial services.
Estate Planning
“We design profitable exit and succession strategies”
Whether you’re a high net worth individual or a closely held company owner, our goal is to help you remove barriers and realize your personal, family and financial objectives.
Succession Planning and Creating Exit Strategies
“I want to be the first person you call with your tax questions.”
At RINA we step back to gain a broader view of the tax, audit and financial issues that may impact a client’s tax situation today and into the future.
Individual Tax
“We tailor custom tax solutions to address your specific cross-border requirements.”
The combined expertise of RINA’s tax advisors and our outside network of professionals provides U.S. companies doing business overseas and foreign companies entering the U.S. with an international tax planning dream team.
International Tax Group
“Impartial, understandable, actionable tax and accounting advice for food and beverage companies.”
We understand and are responsive to the unique issues small-to-medium size closely held food and beverage companies face, such as low margins and financing needs, managing labor and equipment costs, family relationships and estate tax concerns.
Food and Beverage
“Staying current on employee benefit plan regulations helps us deliver a quality audit to our clients.”
Our innovative employee benefit plan audit methods help us deliver quality and value to our clients, efficiently and with minimal disruption to their normal course of business.
Employee Benefit Plan Audits
“We turn complicated analysis into layman’s terms to help our clients make informed decisions.”
Real estate transactions are complex and typically time sensitive, from 1031 exchanges to cost segregation to recourse liabilities. At RINA we understand the rules and requirements of the IRS and we educate our clients to help them make informed decisions.
Real Estate
“We take the worry out of estate planning by establishing a clear path forward. ”
Each client’s estate planning goals are unique. At RINA, we inspire trust and instill confidence by bringing clarity to the entire process.
Estate Planning
From the Blog
The UBI Challenge
By Patricia Romero \ May 10, 2013 at 12:34 PM
The IRS issued the Colleges and Universities Compliance Project final report on April 25, 2013. This report is the result of a multi-year project on tax-exempt colleges and universities that was launched in 2008.
One of the …
Read more
Locations
RINA has four offices in Northern California, including San Francisco, Oakland, Walnut Creek & Roseville.
Click the map for address and directions.
Latest Site Updates
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RINA Events
Charitable Giving - Strategies For Your Organization
June 5,2013 - Join us for this informative seminar and learn more about how your organization can utilize planned giving resourc…
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RINA Events
Commercial Leasing: Pitfalls, Case Studies & Best Practices
May 22, 2013 - A 2013 Real Estate Advice Series Presentation - Commercial Leasing: Pitfalls, Case Studies & Best Practices with …
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Ask the CPA
What are my options for earthquake or other disaster insurance besides the traditional sources?
May 17, 2013 - One form of insurance that has become much more popular recently is setting up a captive insurance company. This …
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RINA Events
Family Dynamics Got You Down?
May 15, 2013 - Learn how family dynamics play a critical role in the single biggest risk a successful family will ever have to f…
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Alerts
Patient Protection and Affordable Care Act (PPACA) Employer Mandate
Beginning January 1, 2014, an employer that employs 50 or more full-time employees or a combination of full-time and part-time e…
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RINA Resource
1031 Exchange - A Powerful Tax Tool
May 1, 2013 - Meeting the deadlines and formal requirements of a 1031 Exchange can be a challenge, but it remains a powerful tax…
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RINA Resource
What is a Conservation Easement?
May 1, 2013 - Conservation easements have been around for a long time and many developers and real estate investors do not take …
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RINA Events
Reverse Exchanges: Practicalities & Technicalities
April 23, 2013 & April 24, 2013 - A 2013 Real Estate Advice Series Presentation: Reverse Exchanges: Practicalities & Technicalit…
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Ask the CPA
As a Real Estate Professional, should I make a "late" grouping election for the year 2012
April 9, 2013 - If you have rental losses for the year 2012 (or for prior years for which you reported the benefits of a groupin…
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RINA Resource
Social Security Planning - More complicated than you think
April 1, 2013 - Social Security strategies are misunderstood by most recipients and advisors. It is more involved than deciding …
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