Dougherty CPAs, Inc.  
 
 

 

Testimonials

"Steve Dougherty, CPA, is a veritable gem of talent in San Joaquin County offering a decidedly fresh, energetic and sophisticated spin on CPA services, tax planning and business financial planning. Steve brings insightful and exacting skill to each of his projects. I have used Dougherty CPAs, Inc. for my own tax planning and preparation needs and have referred several of my law firm clients, all of whom have been pleased and impressed with Steve's focus and attention to their personal and business tax and accounting needs. Steve has also served as a forensic accounting expert in several business disputes handled by my office. His work is consistently accepted and embraced by the Courts to the benefit and advantage of my client's case.

High level accounting talent is no longer found only in San Francisco and the Bay area. It's right here in our backyard at Dougherty CPAs, Inc."

A. Peter Rausch, Jr. A. Peter Rausch, Jr. / Attorney and Counsel at Law
Stockton - San Francisco - Central Coast

 

"I have owned my own financial planning business for over 23 years and I make it part of my practice to regularly review my client's tax returns for planning opportunities, oftentimes finding errors. The tax returns I see prepared by Dougherty CPAs, Inc. don't have these problems and they also take advantage of the most tax savings opportunities. Steve has been my tax advisor for 10 years and routinely surprises me with the amount of knowledge he has. His creative ideas have helped me to reduce my tax bill many times over the years. His staff has also been a great help when I have an issue that needs to be resolved. Steve is a great resource for me when I need help resolving a tax issue for a client. I would highly recommend his services."

Christopher J. Olsen, CFP Christopher J. Olsen, CFP
Platinum Financial Services Advisor
Ameriprise Financial
Olsen and Associates
A financial advisory practice of
Ameriprise Financial Services, Inc.
Lodi, CA 95242

 

"Dougherty CPAs, Inc. has completed tax planning for me on an annual basis with over a dozen ideas to help me save about $100k in tax each year! They even hold my hand at the end of the year to make sure I complete the tasks to save me money.

Not only does Dougherty CPAs, Inc. prepare the tax returns for my dental practice and another entity, but they are my second set of eyes. A friendly and knowledgeable staff member visits our office monthly to oversee the accounting entered by our team and to complete our bank reconciliations. In preparing our monthly financials, my staff knows someone is looking over their shoulder.

Their advice has been invaluable and I am glad they are on my team."

Michael W Jory, DDS Michael W Jory, DDS

 

"As the President of John Aguilar & Company / Vernon Transportation Company, there never seems to be enough hours in the day to take care of all the needs in the office aside from maintaining a busy travel schedule for managing a multifaceted corporation. One thing that never enters my mind is any concern for my accounting and tax needs. Dougherty CPAs, Inc. has taken the worries away from me since 2005.

Steve Dougherty and his professional staff's thoroughness and timeliness on all of my accounting needs have never failed me. They are very good at explaining not only what they are doing for me, but also explaining to me the tax saving benefits. I am in a business far removed from accounting, enterprise zone credits, and tax planning. With Dougherty CPAs, Inc. at the wheel, I feel totally comfortable with my accounting and tax planning. Their easy, friendly nature has helped make it possible for me to concentrate on what I do best, and let them take care of what they do best."

Gregg Wilson Gregg Wilson
President
John Aguilar & Company

 

 

 

Dougherty CPAs, Inc. is a proud member of the Financial Planning Association

Insured By Mitchell and Mitchell

 



DOUGHERTY CPAs, Inc.
3031 W. March Lane, Suite 210 • Stockton, CA 95219

(209) 476-1111 • Fax: (209) 476-1112
E-mail

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