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Realize CPA Snapshot
Accounting & TaxIndustry
We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services.
We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services.
Realize CPA, LLP was established in 1981. Our firm is now over 50 personnel strong with a main office in San Francisco and satellite facilities in Menlo Park, Marin, and Petaluma. Our core area of business serves high net worth individuals and their families, as well as their associated trusts and entities. We work closely with each client to address short-term needs while implementing strategies to meet long-term goals. Each of our seven partners has an average of over 20 years of experience. We have experience in almost every area of income taxation; we can draw upon this extensive expertise to form creative solutions for our clients.
Professionals from a diverse array of backgrounds come to Realize for a variety of reasons. Many of our staff accountants came to the firm directly after graduating from the best university accounting programs. Some have joined us from other firms and others came to accounting from completely different career paths. Our current team even includes a former chef who pivoted successfully into this profession.
Jill Lervold, one of our senior partners, says, “Our firm culture of collaboration requires that we have people who can build good relationships with each other as team members and with our clients. Our partners and associates know that a successful client relationship is based as much on the ability to interact with people as what appears on the bottom line. It’s incredibly rewarding to be able to work with professionals whom I respect, who are passionate, and with whom I have shared values.”
Realize CPA, LLP was established in 1981. Our firm is now over 50 personnel strong with a main office in San Francisco and satellite facilities in Menlo Park, Marin, and Petaluma. Our core area of business serves high net worth individuals and their families, as well as their associated trusts and entities. We work closely with each client to address short-term needs while implementing strategies to meet long-term goals. Each of our seven partners has an average of over 20 years of experience. We have experience in almost every area of income taxation; we can draw upon this extensive expertise to form creative solutions for our clients.
Professionals from a diverse array of backgrounds come to Realize for a variety of reasons. Many of our staff accountants came to the firm directly after graduating from the best university accounting programs. Some have joined us from other firms and others came to accounting from completely different career paths. Our current team even includes a former chef who pivoted successfully into this profession.
Jill Lervold, one of our senior partners, says, “Our firm culture of collaboration requires that we have people who can build good relationships with each other as team members and with our clients. Our partners and associates know that a successful client relationship is based as much on the ability to interact with people as what appears on the bottom line. It’s incredibly rewarding to be able to work with professionals whom I respect, who are passionate, and with whom I have shared values.”
