Achieve Your Financial Goals with Confidence!
At Hewitt, Jones & Fitch, we are a full-service tax, accounting, and business consulting firm located in San Ramon, CA. We have been serving closely held businesses and individuals in the East Bay area and beyond since 1955. Our team of experienced professionals is dedicated to providing personalized service, tailored solutions, and expert guidance to help our clients achieve their financial goals.
Our Services
We offer a comprehensive range of services designed to meet the unique needs of our clients. Our services include:
- Tax Planning and Preparation: We provide expert tax planning and preparation services to ensure our clients are in compliance with all tax laws and regulations.
- Accounting and Bookkeeping: Our team provides accurate and timely accounting and bookkeeping services to help our clients manage their finances efficiently.
- Business Consulting: We offer strategic business consulting services to help our clients overcome challenges and achieve their business objectives.
- Estate and Trust Tax Planning: We provide expert estate and trust tax planning services to help our clients plan for the future and ensure their legacy.
- Financial Planning: Our team provides comprehensive financial planning services to help our clients achieve their long-term financial goals.
Our Team
Our team of experienced professionals is led by our partners, Theresa Fitch, Heather Justison, and Dave Hewitt. Our team is dedicated to providing exceptional service, expert guidance, and personalized attention to each client. We believe in building long-term relationships with our clients and are committed to helping them achieve their financial objectives.
Our Philosophy
At Hewitt, Jones & Fitch, we believe in providing exceptional service, tailored solutions, and expert guidance to our clients. We are committed to building long-term relationships with our clients and are dedicated to helping them achieve their financial goals. Our philosophy is centered around providing personalized service, staying up-to-date with the latest tax laws and regulations, and delivering exceptional results.
Overall Experience
The reviewer had a highly positive experience working with the accounting team, led by Theresa. They found the team to be helpful, light-hearted, and enjoyable to work with.
Accountant's Expertise
Theresa, the accountant, is knowledgeable and trustworthy, never providing incorrect advice. She keeps the reviewer informed about their financial status and provides straightforward guidance.
Convenience
The team's location in San Ramon is convenient, making it easy for the reviewer to find them.
