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We Are Your Business Partners...Your Success is Our Success!


Nelson, Vogelheim & Phillips LLP is an independent, certified public accounting firm servicing the Bay Area with offices conveniently located in San Rafael and Walnut Creek. Our clients include closely held companies, high net-worth individuals and trusts and estates.  We provide a full range of accounting and tax services as well as equity based compensation analysis, estate planning, trust management and general financial planning.

Having a team of CPAs and Attorneys under one roof provides our clients the convenience of one stop shopping for most if not all of their planning needs.   

As you browse our Website, you will see we have highlighted background information on our firm and the services we provide. We also include useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). We have taken the time to gather links to external Websites we feel would be of interest to our clients and visitors (in our Internet Links section).

 




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