Comprehensive accounting, tax, advisory and assurance servicesÂ
Located in downtown Walnut Creek on North Main Street (steps from the BART station and easily accessible from across the East Bay and Tri-Valley) BPM’s Walnut Creek office serves as the firm’s East Bay hub. Our team brings senior-level depth across tax, advisory, and assurance to businesses and individuals throughout Contra Costa and Alameda counties, with direct access to BPM’s full national platform.
Walnut Creek and the surrounding East Bay corridor are home to a concentration of financial services firms, healthcare organizations, professional services businesses, and regional corporate offices that prefer the accessibility and quality of life of the East Bay over a downtown San Francisco address. Our Walnut Creek team reflects that market, experienced professionals serving established businesses, growing companies, and the affluent individuals and families who call this region home.
BPM Walnut Creek is here to help you navigate what’s next.
Leading Industries We ServeÂ
BPM Walnut Creek serves the industries that define the East Bay’s business community:Â
Financial Services
Audit, tax, and advisory for banks, credit unions, investment advisors, wealth managers, and financial services firms headquartered or operating throughout the East Bay.
Real Estate
Tax planning, cost segregation, 1031 exchange advisory, and audit services for real estate developers, investors, and commercial property owners active across the East Bay market.
Healthcare & Medical PracticesÂ
Audit, tax, and employee benefit plan services for health systems, medical groups, and physician practices in a region anchored by multiple major medical centers.Â
High Net-Worth Individuals & Families
Comprehensive tax planning, estate and gift planning, and wealth management services for the executives, business owners, and families who live and invest in the East Bay’s most affluent communities.
Professional Services & Corporate OfficesÂ
Accounting, tax, and advisory for law firms, consultancies, and regional corporate offices that make Walnut Creek their operational base.
Our Services in Walnut Creek & the East BayÂ
BPM Walnut Creek offers a full suite of integrated services designed to meet the complex needs of businesses and individuals throughout the region:Â
From financial statement audits and employee benefit plan audits to SOC examinations and internal control assessments, we deliver rigorous, insightful analysis that builds stakeholder confidence.
Strategic advisory services including business valuations, transaction advisory, forensic accounting, HR consulting, and risk management for businesses navigating growth, transition, or dispute.
Comprehensive planning and compliance across corporate and partnership tax, R&D credits, specialty tax services, multi-state compliance, and private client services, with senior-level attention on every engagement.
Sophisticated financial planning, estate and gift planning, charitable giving strategies, and family office services for high-net-worth individuals and families throughout the East Bay.
Sophisticated financial planning, estate and gift planning, charitable giving strategies, and family office services for high-net-worth individuals and families throughout the East Bay.
