Tax, accounting, and financial leadership for business owners and individuals across the Greater San Francisco Bay Area. From keeping your books useful to planning your next business decision, RH and Associates helps you see what needs attention and move forward.
Your tax return. Your business. Your next chapter with AI. Find the expertise that meets you where you are.
Personal tax preparation with attention to wages, investments, and equity compensation, including RSUs, ESPPs, and ISOs.
Tax preparation and planning built around your company, with a clear view of the information needed and the next steps.
Professional support when an IRS letter, audit, or unresolved tax matter needs your attention.
Financial leadership for your business, with CFO support focused on the decisions and priorities that matter to you.
Understand your financial picture and connect it to your business priorities, with accounting and advisory support.
A practical blueprint that helps CFOs use AI capabilities in the businesses they serve.
Your equity compensation deserves a view beyond filing season. Our proprietary model connects each share lot and the sale price you choose with your individual situation.
Explore equity compensation supportReview the estimated sale impact in real time as the scenario price changes. Compare possible decisions during the year and connect your planning with the tax return that follows.
Financial questions are rarely just about numbers. They’re about your work, your business, and the decisions ahead.
At RH and Associates, we take the time to understand your situation, explain your options, and give your financial priorities careful attention.
About the firmA practical weekly cash forecast for business owners: receipts, payments, scenarios, and a routine for turning the forecast into decisions.
Read the guideCompare transaction support, accounting oversight, and financial leadership so you can choose the right next step for your business.
Read the guidePrepare for a productive tax appointment with organized income records, tax payments, life changes, and a list of missing documents.
Read the guideYes. We provide equity compensation return preparation and year-round planning. Our proprietary model evaluates the estimated sale impact for each share lot at a chosen price, in the context of your individual situation.
We provide tax preparation for individuals and companies, IRS resolution, fractional CFO services, accounting and business advisory, and CFO Concierge for CFOs developing an AI blueprint for their businesses.
Yes. Our IRS Inquiry Support service includes reviewing notices, discussing next steps, and identifying the documentation needed for a response. We also offer representation for more complex matters.
CFO Concierge provides CFOs with a practical blueprint for using AI capabilities in the businesses they serve. It focuses on useful opportunities, priorities, and the considerations needed to put the plan into practice.
We serve the Greater San Francisco Bay Area from San Jose, with in-person meetings by arrangement. Our business hours are Monday through Friday, 8 a.m. to 6 p.m. Pacific. Contact us to discuss availability and the support you need.
Email admin@ramonaharms.cpa or call (408) 461-5414 with a brief description of what you need. We’ll discuss the scope of work and the next steps.
Existing clients can use the client portal linked on this site. If you are a new client, contact us first for instructions before sending financial documents.
Tell us what you need help with. We’ll discuss your situation and the right service for you.