All organizations are founded on a set of principles. At Pieters and Associates, our organization centers on the core values of mutual respect and trust between people and service of consistent superior quality. These values serve as the cornerstones that guide how we deal with each other and with our clients. They provide direction to our actions and underscore what we consider to be our most important business purposes:

• To be a firm that is enjoyable to work for and rewarding to work with.
• To help our clients utilize their resources more effectively as they work toward their personal and business financial goals.
• To provide the finest professional competence and integrity in accounting, tax, and management services.
• To contribute to our community and the profession to which we belong.
• To be associates with today’s fastest growing companies.
• To grow, but never lose the local identity and personal relationships with the clients who are the foundation of our business.

Pieters and Associates was formerly Max and Pieters (and before that, Jeanne Max & Associates).  John Pieters and Jeanne Max have partnered together since 2008 with the idea that quality accounting and tax services can be provided to individuals and businesses on a personal level.  The focus of the firm has always been and will continue to be client service.  We remain accessible to our clients at all times and am always available to answer questions and help with accounting and tax issues.  Our goal is to perform adequate tax planning throughout the year in order for the year end filing process to be a foregone conclusion with no unpleasant surprises.  In 2017 Jeanne decided to retire from the day-to-day operations of the firm but will continue to work through April 2018 on a daily basis and plans to continue to work for the firm during future tax seasons. 

The firm originally started in 1979 with one employee and business was conducted on a person-to-person client/accountant relationship. A lot has changed but that ideal is still alive today. John Pieters began his accounting career with a major international accounting firm and saw firsthand what happens when an organization gets so large that personalized client relationships are lost.

The staff operates as a team providing prompt, decisive, and qualified professional services, yet still takes pride in maintaining a close, one-on-one relationship with each client. The staff continues to promote the original values of hard work, integrity and community involvement.

We provide service to a wide variety of industries, businesses, individuals, and public entities.

We work in partnership with our clients and their other legal and financial advisors. This permits us to provide services that are uniquely tailored to an individual’s specific personal or business needs.

Our financial and estate planning consultation has helped clients increase their net worth and minimize estate taxes.

We have developed special expertise in working closely with local professional service organizations in solving their business problems. Medical practices, both individual practitioners and medical groups, are among our specialties.

Another area of substantial involvement has been in the real estate industry. Clients include land developers, general contractors, sub-contractors, and real estate agents.

We believe open communication is vital to a good client-professional relationship. Our clients find us to be good listeners — responsive to their needs and capable of meeting them.

Pieters and Associates brings together the collective experience and expertise of some of the brightest professionals available. We have high education and experience standards. Our professionals must meet state licensing requirements and maintain their skills and knowledge through continuing education. Clients and staff have the support and resources of state-of-the art computerized technology.

While none of our services is unique to an accountancy corporation, what makes us different is the personal attention and caring service that we bring to each client.

Pieters and Associates provides high quality relationship-oriented services, including tax services, management advisory services, and specialized accounting.

Tax Services

Complete and diversified tax service is provided, including the preparation of federal, state, and local tax returns. Tax planning is emphasized and we monitor tax law changes throughout the year.

Seldom is a major business decision made today without prior study of its tax effects. We assure clients pay no more taxes than necessary by recommending tax-saving strategies and by serving as advocates in tax matters.

Management Advisory Services

Using objective, skilled evaluations, we assist clients in improving their efficiency and profitability from a different viewpoint. Firm personnel design information systems and create operating controls.

We help solve business problems. We offer assistance with loan applications, pricing, credit policies, cash flow, cost controls, and other business needs. Services include assistance in the preparation of forecasts and working capital requirements, recommending sources of financing for operations and capital additions, and many other services to help make smart business decisions.

Specialized Accounting

Specialized accounting service provides the smaller client with a wide range of personal services. We assist in designing basic record keeping and accounting systems to fit business and personal financial needs. We prepare interim financial statements and various state and federal tax forms including income, sales, and payroll returns.

We offer setup of bookkeeping systems such as QuickBooks, including training and on-going support services.

Our staff contributes routinely to the community in broad and generous ways. We are proud of our record of volunteer public service and support.

In addition, we support our business and professional community by membership in organizations such as the American Institute of CPAs, California Society of CPAs, and Tax Committee of the AICPA.