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Buckley, Patchen, Riemann & Hall, an equal opportunity employer and member of the American Institute and California Society of Certified Public Accountants, was founded in 1967 by Newman Buckley and Gerald Patchen. Throughout our history we have been dedicated to providing our clients with excellent service. From our offices in Walnut Creek, California we provide accounting, tax, auditing, business and estate planning, and management advisory services for clients throughout the greater San Francisco Bay Area. Success in today's dynamic environment requires more than technical competence. Success requires dedication and team work. These concepts are the foundation of our approach to working with our clients. The key component of this approach can be summed up in two words: This means attention from every member of our team. It means a commitment to your goals and bringing our experience to work for you. We believe in being actively involved with our clients, taking the lead in communicating ideas to them that are based on innovative and flexible thinking. Our relationship with you will not be a stop-and-go process ; it will be an ongoing process that includes frequent communication.

RK Taylor & Associates is a certified public accounting firm located in Walnut Creek, California. Established in 1998, the firm specializes in tax services for individuals, trusts, estates, nonprofits, and family groups. With a commitment to providing expert financial guidance, RK Taylor & Associates has built a reputation for excellence over the years. Their extensive experience in tax services ensures that clients receive tailored solutions to meet their unique financial needs. Generated from the website

We at Oak Wealth Management are passionate about our profession. We’re not just highly experienced financial professionals delivering exceptional services to our clients. We operate as a team in providing comprehensive wealth management benefits.