Firm Profile

Rooted in the heart of California’s Central San Joaquin Valley, we at Dale B. Margosian, C.P.A. have been building relationships with individuals, small businesses, and large corporations alike, for over 30 years. Over the years our firm has grown and gained a reputation of excellence, providing the finest in tax, accounting, estate and trust services, as well as investment planning. That growth has not come at the sacrifice of personalized service; on the contrary, it has always been our ambition to provide close, personal attention to each and every client.

Our firm serves local and national businesses dealing with agriculture, manufacturing, distribution, and service, as well as medical and legal practices, specialty businesses, and many others. Our professional bookkeeping staff is always available to prepare or assist clients in preparing a variety of records and reports. With a vast range of experience, a firm belief in continuing education and the use of cutting edge technology, our firm is able to address a wide variety of our clients’ needs. Whether there is a corporation in need of payroll tax services, or an individual looking to save money on his or her income taxes, we have the knowledge and resources to meet or exceed the expectations.

As time passes, our tax systems continue to go through changes, becoming a convoluted maze in which tax savings are harder and harder to identify and attain. In the face of these obstacles, we continue to challenge ourselves to do all that we can to minimize our clients’ tax liabilities. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.