Robin Brotman is the head of the Walnut Creek office and serves as the firm's Chief Operating Officer. She has 38 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.
- High Net Worth Individuals
- Estate and Trust Planning
- Employee Benefit Plans
- Corporation & Partnership Tax
- Real Estate & Construction
- Professional Services
- Retail and Wholesale Businesses