Dal Poggetto

Dal Poggetto & Company LLP was formed on November 1, 1992 by Jon Dal Poggetto, a former partner in charge of the Santa Rosa office of Deloitte & Touche LLP. The firm separated from Deloitte to provide world-class accounting services to the North Bay area at competitive rates suited to privately-held businesses. All initial members brought prior experience and training from Deloitte & Touche LLP. The firm maintains high quality standards by ensuring all staff receive at least 80 hours of formal technical training annually, exceeding state licensing requirements and peer firm policies. Dal Poggetto is a voluntary member of the Private Companies Practice Section of the AICPA and received the highest affirmation for compliance with stringent quality control standards. The firm combines the depth of knowledge and audit practices of Big Four firms with the agility and responsive service of a boutique practice. Their tax capability is integral to the practice, with strong expertise in tax planning for S and C corporations, partnerships, limited liability companies, and their owners. The firm offers significant consulting experience including cost accounting, product profitability analysis, and financial performance benchmarking. They prioritize attracting and retaining high-quality staff through robust recruiting and a positive work environment. The firm provides audits, reviews, compilations, financial statement preparation, 401k plan audits, tax planning, IRS representation, mergers and acquisitions support, and other consulting services.