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Contacts

Sandy Murray, CPA
Partner, Tax
Private Client Services Co-leader
Rich McDonnell, CPA
Partner, Tax
Private Client Services Co-leader
Community Outreach Liaison Leader

Overview

For high net-worth families, executives, and business owners seeking integrated tax strategies, BPM does just that. We take our role as skilled advisor very seriously. By understanding your needs and goals, we are able to craft intelligent, personalized tax roadmaps that minimize your risks and maximize your peace of mind.

Sound Tax Advice

Our number one goal is to minimize your taxes. With a body of seasoned tax professionals who utilize all the tools available to increase your savings, we can handle everything from your tax return preparation, to comprehensive estate, gift, and trust planning, to stock option and retirement planning. We have a track record of proven strategies which we proactively apply to the diverse problems that our clients face.

For multinational families, our international tax team's deep expertise will ensure compliance with U.S. and foreign tax laws as well as increase tax savings. For individuals with philanthropic desires, we integrate charitable gifts into your overall estate, gift, and trust plan in a tax-efficient manner. For executives, we review stock plans and year-end strategies, which can result in significant savings. Explore the many opportunities in which our private clients benefit from our services and you will find a whole array of sophisticated solutions suitable for your needs. 

A Road Map to Savings

Ultimately, what's important is our dedication to increasing your tax savings. As accounting professionals, we possess the proper foresight to maneuver you through the confusing maze of tax laws.

Blog

BPM Now – Private Client Services News

We all know that in this world nothing can be said to be certain, except death and taxes. That’s why BPM’s Private Client Services team works diligently to research the latest tax laws to provide our clients with the highest tax savings possible.

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Subscribe to BPM’s Private Clients Services blog to get the latest and greatest tax tips straight to your inbox before, during and after tax season.

News & Events

People

Bryan Ableson
Manager, Tax
 
Tom Bartow
Manager, Tax
Thomas Benton, CPA
Managing Director, Tax
Kristie Carvalho, CPA
Managing Director, Tax
Andrea Cope, CPA
Of Counsel, Advisory
Nhi Dao, CPA
Manager, Tax
Paul Fong, CPA
Managing Director, Tax
Joni Fritsche, CPA
Managing Director, Tax
Ann Marie Gross
Manager, Tax
Joseph Kitts, CPA
Of Counsel, Tax
Yan Li, CPA
Director, Tax
Huijuan Lu, CPA
Manager, Tax
James Martin, CPA
Partner, Tax
Partner in Charge, San Jose
Rich McDonnell, CPA
Partner, Tax
Private Client Services Co-leader
Community Outreach Liaison Leader
Bob McGrath, CPA
Director, Tax
Tamara McInerney, CPA
Partner, Tax
Partner in Charge, Menlo Park
Sandy Murray, CPA
Partner, Tax
Private Client Services Co-leader
Mari Nakajima
Manager, International Tax
Ruby Padilla, CPA
Director, Tax
Jim Petray, CPA
Of Counsel, Tax
Automotive Industry Group Leader
Henry Pilger, CPA
Founding Partner
Of Counsel
Eugene Pong
Manager, Tax
Alissia Pope, CPA
Managing Director, Tax
 
Rakhi P. Rao, CPA
Director, Tax
Albert Rossi, CPA
Principal, Assurance
Michael Schaffer, CPA
Managing Director, Tax
Marie Scherf, CPA
Managing Director, Tax
Douglas Schultz, CPA
Partner, Tax
Professional Services Industry Group Co-leader
Elena Serebriakova, CPA
Managing Director, Tax
Donnie Stuart, EA
Director, Tax
Anna Su, CPA
Managing Director, Tax
Catherine Wong
Managing Director, Tax
 
Evelyn Wong, CPA
Director, Tax
Yun Zhou, CPA
Managing Director, Tax

Contacts

Sandy Murray, CPA
Partner, Tax
Private Client Services Co-leader
Rich McDonnell, CPA
Partner, Tax
Private Client Services Co-leader
Community Outreach Liaison Leader