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Tamara Bongi, CPA
San Jose Office


Tax and Advisory Partner



With more than thirteen years of public accounting experience, Tamara has worked extensively with privately-held companies, high net worth individuals and charitable organizations in the areas of tax compliance and planning. Her areas of expertise include construction, real estate, high net worth individuals, international, consolidations and multi-state in a broad range of entity types and family groups.

Areas of Experience

  • Tax planning and compliance for closely-held corporations and partnerships
  • Individual income tax planning and compliance
  • Stock options
  • Real estate taxation

Professional/Civic Affiliations

  • Licensed by the California Board of Accountancy
  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants


Education

  • B.S. degree in business administration with an accounting emphasis from St. Mary’s College
  • Master of Science in Taxation from Golden Gate University