BPM is one of the largest California-based accounting and consulting firms, ranked in the top 50 in the U.S. BPM services include Tax, Audit, and Consulting.

Accounting

BPM's headquarters in San Francisco, CA, United States

The Santa Monica office specializes in tax, accounting, and advisory services, supporting clients with innovative financial solutions.

Santa Monica

The St. Helena office specializes in assurance and tax services, catering mainly to the wine industry and related advisory roles.

St. Helena

Jim Wallace

Wen Mochizuki

Brenda Rose

Blase Dillingham

Dave Jorgensen

Edward Webb

Carl Sorboro

Katie Strehler

Elena Owen

Russell Burbank

Lindsay Stevenson

John Weems

Shahid Khan

James Su

Steve Daughters

Suzanne Leighton

James Elliott

Shannon Winter

Jessie Huen

This department focuses on providing assurance and advisory services to ensure compliance and enhance stakeholders' confidence.

Assurance Services

This department manages and oversees all aspects of tax compliance, planning, and administration.

Tax Department

The Accounting and Financial Analysis team at BPM is responsible for delivering accurate financial reporting, thorough audits, and strategic financial insights. They work on tax compliance, financial consulting, and transaction services to support clients in achieving their financial goals while ensuring regulatory adherence. The team collaborates closely to analyze financial data, optimize accounting practices, and enhance overall operational efficiency.

Accounting and Financial Analysis

This department provides expert guidance and consulting across various advisory functions, including accounting and business performance.

Advisory Services

The Tax and Advisory Professionals team at BPM provides expert guidance on tax compliance, planning, and strategy for a diverse range of clients. Led by experienced directors and managers, the team specializes in corporate, international, and research and development tax matters, aiming to optimize clients' tax positions while ensuring adherence to regulatory requirements. They also offer advisory services to navigate complex tax issues and deliver tailored solutions to enhance business performance.

Tax and Advisory Professionals

This department focuses on establishing and managing strategic partnerships to drive business growth.

BPM

Org chart

Teams

Assurance Services

Tax Department

Accounting and Financial Analysis

Advisory Services

Tax and Advisory Professionals

Partnership Development

Offices

BPM

Org chart

Teams

Assurance Services

Tax Department

Accounting and Financial Analysis

Advisory Services

Tax and Advisory Professionals

Partnership Development

Offices

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