CPA Services For Individuals

R.T. Dwyer & Co. works closely with individuals to understand your financial situation and goals, minimize your tax exposure, and help you accumulate and protect wealth over a lifetime. We have the experience and ability to work with individuals at all phases—from a first job, starting a family, buying a home, starting a business, planning for retirement, or considering inheritance options.

Each client benefits from the wealth of accumulated experience and knowledge we bring to the relationship. The accounting services we provide our individual clients include:

  • Tax planning and strategy
  • Tax preparation
  • Quarterly filings and estimates
  • Alternative Minimum Tax evaluation
  • Real estate tax issues
  • Inheritance tax issues
  • Estate planning
  • Retirement planning
  • Tax planning and compliance for trusts and estates

Please give us a call to review your needs and determine how Richard T. Dwyer & Co. can be of service to you.

Richard T. Dwyer & Co. is conveniently located in Burlingame, CA, just minutes from San Francisco, San Jose or Oakland. We provide accounting services to individuals and businesses in San Mateo, Belmont, Foster City, San Carlos, Redwood City, Millbrae, and South San Francisco.

Richard T. Dwyer & Co.

Certified Public Accountants

1350 Bayshore Hwy. Suite #510 Burlingame, CA 94010
Fax (650)342-7534