The Guidance You Need with the Personalized Service You Want
When you choose a CPA, there are certain things you expect: audit and accounting services, tax planning and preparation, retirement and long-term financial planning advice. But if your CPA firm stops here, they’re not giving you what you deserve. DZH Phillips is one of the largest majority women-owned accounting and advisory firms in the San Francisco Bay Area, with offices in San Francisco, Oakland, San Rafael and Burlingame. Backed by more than 50 years of industry knowledge and experience, our staff is attuned to your most critical opportunities and challenges.
The firm provides a full range of accounting and audit services and maintains an extensive knowledge of tax strategies, audit best practices, forensics, wealth management and business advisory expertise to serve the needs of businesses, nonprofit organizations, families and individuals.
This year we were recognized as the 33rd Largest Women-Owned Business in the Bay Area by the San Francisco Business Times, as over 60% of our 110 employees and seven out of nine of our partners are women. We were recognized for a fifth time by the San Francisco Business Times in 2017 as the 18th Largest Accounting Firm in the Bay Area. This year for the first time, Accounting Today listed our firm as a Top Firm in the West.
Our firm is ranked #174 on the 2016 IPA 200 List of the largest accounting firms in the nation and ranked #181 in 2015.
Affiliation with CPAmerica
DZH Phillips is a proud member of CPAmerica International. CPAmerica is a member of Crowe Horwath International and is one of the largest associations of independently owned and managed CPA and consulting firms in the world. Through our membership, DZH Phillips has access to resources that enhance our professional services and meet every need our clients may have. Our membership allows us to share in-depth knowledge and ideas that benefit your organization.
Build relationships and create opportunities based on trust and mutual respect, to impact the success of the individual, our clients, the firm and the community.
DZH Phillips Core Values
Personal and professional growth by taking calculated risks and exploring diverse opportunities
Trust built on integrity, good faith and fairness
Respectful consideration of each other’s time, talents and commitments
Seeking to strike a balance for each individual’s unique personal and professional needs
Responsibility to positively impact and sustain the team, clients and community
Making a difference through our passion and commitment
We are a family owned business with multiple complicated trusts and we have developed and managed commercial real estate in the Bay Area for many years. The Great Recession of 2008 created incredible pressure on the real estate market. With the help of Amy Allen and the entire team we were able to navigate our way through it when we downsized and repositioned our balance sheet. Today we have a strong balance sheet and a bright future. DZH Phillips has not only been a tremendous help with our real estate needs, but also with our family business issues. Since 2010 the second generation of our family has passed and the ownership has changed to the third generation. With the help of DZH Phillips this has been a smooth transition. I would recommend DZH Phillips to anyone who wants a creative, professional, ethical, talented and supportive team working with them.
Andrew A. Pansini, Savoy Commercial Properties
DZH Phillips has been Mountain Travel’s tax accountants for over 20 years which encompasses the 12 years I have been with Mountain Travel. DZH has provided excellent service over my tenure and has always been readily available to provide guidance on both tax and accounting issues.
James Kennick, Mountain Travel
Stella and the DZH Phillips team have provided extraordinary service to Campaign Monitor for approximately two years. From overseeing complex tax work for our multinational business to managing difficult payroll requirements, Stella has been a phenomenal resource. Her team works tirelessly and has taken a significant burden off of the Campaign Monitor Finance team. I cannot imagine trying to replicate her work in-house. I would strongly recommend her to any prospective client.
Jon Meachin, Campaign Monitor
It is not common that you are able to work with an audit firm that truly understands your business, has the unique knowledge and insight to solve your unique and complex accounting needs, and is able to meet deadlines consistently year over year. Larisa and the DZH Phillips team have time and time again provided exceptional service to our Company in these areas. With an ever changing and complex business environment, we are lucky to have such an amazing group of professionals on our side!
Jason Berry, CFO, Build Group
For over 20 years, DZH Phillips has provided my company with a diverse and ever-evolving set of accounting and financial skills that supports my company’s growth. Their principals understand my business and work closely with me to make efficient use of financial resources. Over the years, on their own initiative, they have presented me with a number of excellent solutions that have positively affected my company’s and my personal financial position.
Paul Steckel, Van-Mulder Sheet Metal, Inc.
I have worked with Larisa and the team at DZH Phillips with two separate companies, one in professional services, the second in contract manufacturing. We have engaged DZH Phillips for audit and tax services in addition to advisement on corporate structure, deal planning as well as tax strategies for the owners and principals of the companies. The holistic approach provided by the DZH Phillips team is a key attribute to our partnership and the value derived from the relationship.
Tim Malone, G. Hensler & Co.
It has been great working with our team at DZH Phillips. From the start they have taken the initiative to go above and beyond what we have come to expect from a typical CPA firm. As one of the largest wineries in California we run into countless complex tax and financial situations, and Larry and the team have always been up to the challenge to meet them. Their unique combination of knowledge, resourcefulness and competence gives us the confidence we need that they are at the forefront of tax expertise in the wine industry.
Curt Craven, Cline Cellars, Inc.
HIGHLY PROFESSIONAL, HIGHLY RESPONSIVE, HIGHLY COMPETITIVE
The firm in whole is extremely attentive with a terrific staff that may know us better than we know ourselves. Our lead associates are always engaging (like guiding partners) addressing our audit and tax work and supporting us with international guidance and impulses that could impact future business processes. I have used their skills and services for over 18 years and have watch them craft themselves into the firm they are today. DZH Phillips is a solid asset in our book!
Joel Weinstein, Foodlinx
DZH Phillips brings a unique fusion of technical knowledge, business acumen and creativity which takes their contribution well beyond the ‘CPA’ box. Their work and ideas give our firm the confidence and tools to drive profitability in our business.
Scott Brauninger, Build Group
The DZH Phillips team has been a pleasure to work with. Their proactive mindset combined with their solution-based approach makes them a trusted resource and an effective extension of our team. As a growing software organization, we value their ability to deliver insightful advice in a very timely fashion.
Feris Rifai, CEO & Founder of Bay Dynamics, Inc.
We chose DZH Phillips for a few reasons. For one, when we met with Larry and the team, we immediately felt like they understood the stage our business was in. They didn’t try to oversell us a lot of services we didn’t need, and we felt like we were building a relationship together as we grew, which is great. We also liked that they offered some expertise in our industry (apparel) that not a lot of other firms did. And finally, they had a good variety of services, and we chose to work with them on some strategic finance stuff, as well as with their tax practice.
Stella and her tax team was excellent, they caught us up on our taxes (no small feat) and were very efficient in doing so. We also worked with Larisa on building out a cash flow analysis tool for our business which was very helpful.
We’re very happy with the service we received from DZH Phillips and recommend them whenever we can. They are great at what they do, and represent a good value for their time and effort they spend.
Adam Lynch, Marine Layer