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Tamara Bongi, CPA

Tax and Advisory Partner

(408) 998-8400

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Tamara Bongi has more than 19 years of public accounting experience. She works with clients in a broad range of entity types and family groups to provide tax solutions through planning, consulting and compliance. Tamara has a diverse industry client base that includes professional services, multi-state entities, charitable organizations and real estate. Her clients describe her as being very attentive and responsive to their needs and she makes a point of reaching out to them throughout the year to keep them up to date and identify any accounting issues that need attention.


Areas of Experience 

  • Tax planning and compliance for
    • Closely-held corporations and partnerships
    • High Net Worth Individuals
    • Charitable Organizations
  • Stock options & Executive Compensation
  • Professional Services
  • Multi-state taxes
  • Start-up companies
  • Real Estate, Construction and Development
  • Manufacturing & Distribution
  • Consolidations
  • International

 

Professional/Civic Affiliations 

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Member, National Association of Women Business Owners


Education

  • Master of Science in Taxation, Golden Gate University, San Francisco, California
  • Bachelor of Science, Business Administration with Accounting emphasis, St. Mary’s College

 

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