Robin Brotman

CPA / Stockholder / Walnut Creek Office Head

Focus: 

High Net Worth Individuals  
Estate and Trust Planning  
Employee Benefit Plans  
Corporation & Partnership Tax  

Industry: 

Real Estate & Construction
Professional Services  
Retail and Wholesale Businesses

Credentials:

University of California, Berkeley, Bachelor of Science Degree in Business Administration with a concentration in Accounting, 1980
CPA License, 1982

Organizations:

California Society of Certified Public Accountants  
American Institute of Certified Public Accountants  

Experience:

Robin Brotman is a stockholder and head of the Walnut Creek office. She has 35 years of experience in the areas of audit, tax, and management services for businesses and individuals.  Robin’s expertise includes assisting her clients and their staff on day-to-day operations and overall business planning.  She has also worked very closely with clients in many different types of businesses from inception to their transition to future generations.

Robin has extensive experience providing accounting, consulting and compliance services to high net worth individuals, closely-held businesses and their owners in diverse industries. Areas of focus include audits of employee benefit plans, tax planning for individuals and closely-held businesses, financial and estate planning, and business succession planning.