# Dunham Associates CPAs > Official Dunham Associates CPAs business agent. Dunham Associates, CPAs is a San Jose, California accounting and tax firm serving individual and business… ## Ask it a question Dunham Associates CPAs answers for itself at https://api.hailera.com/mcp/dunhamcpas. A client that speaks MCP can connect to that address; the tool is ask_dunhamcpas and the protocol is 2026-07-28. Where this file and the agent disagree, the agent is current. ## About Dunham Associates CPAs Dunham Associates, CPAs is an accounting and consulting firm located at 1884 The Alameda, San Jose, CA 95126. The firm describes its goal as providing each client the best accounting services possible, whether the services required are relatively simple or extremely complex, serving both individual clients and business clients from its San Jose location. The site describes the firm as offering boutique firm personalization with large firm sophistication, aiming for clients to feel like their only client, with personal attention combined with forward-looking strategy. Services fall broadly into business accounting and advisory, individual tax planning and preparation, and wealth management, each covered on a separate page of the site. The site does not publish pricing, rates, fees, cost ranges, or a quote calculator for any service; there is no online estimate tool. To get pricing information, a cost estimate, or a quote, the site directs visitors to contact the office directly: phone 408.260.9600, fax 408.260.9606 (Fax), or email appointments@dunhamcpas.com, or to make an appointment through the site's contact form. The site does not publish office hours. The firm is located near downtown San Jose, described as convenient without the parking hassle of downtown, with free street and lot parking and easy access to San Jose International Airport and Highways 280, 101 and 880. Source: https://dunhamcpas.com/ ## Where Dunham Associates CPAs works Dunham Associates, CPAs is located at 1884 The Alameda, San Jose, CA 95126, an area the site describes as near downtown San Jose without the parking hassle of the downtown area, with plenty of free parking on the street and in the firm's own parking lot, and easy access to San Jose International Airport and Highways 280, 101, and 880. The firm can be reached by phone at 408.260.9600, by fax at 408.260.9606, or by email at appointments@dunhamcpas.com. To schedule an appointment or request more information, the contact page provides a form asking for name, company, email, and phone, along with which services the visitor wants information about: Business Services, Individual Services, Wealth Management, or Other, plus a field to describe how the firm can help. The contact page also links to the firm's Facebook page, Yelp reviews, and Google+ profile, and offers a link for map and driving directions to the office. The site does not publish office hours or days of operation anywhere on the pages reviewed, so hours of operation, walk-in availability, and same-day appointment availability are not stated and should not be assumed. Clients can also use the site's separate Client Login, Upload Files, and Pay Now links for existing-client account access. Lists Airport, Alameda, San Diego, and San Jose as a location. Names California and San Jose as a service area. Areas beyond these are not published. Source: https://dunhamcpas.com/contact/ ## Business Accounting, Advisory, and Tax Services Dunham Associates, CPAs in San Jose lists distinct categories of services for business clients. Accounting Services include outsourced CFO advisory services, QuickBooks instruction, financial audits, reviews and compilations, and 401k and defined benefit plan audits. Business Advisory Services include business inception and entity selection, business plans and profit projections, compensation and employee benefits analysis, and non-profit operations, benefits and tax reporting. The firm also lists Litigation Support Services covering dissolutions, family disputes, and similar matters. Business Tax Services include corporate tax, partnership and LLC tax, sole proprietorship tax, and business tax representation. The page does not describe what business tax representation specifically covers in terms of authority before tax agencies, and it does not state pricing, hourly rates, fees, or turnaround times for any of these services. A business owner in the San Jose area wanting a cost estimate, quote, or rate sheet for accounting, bookkeeping, audit, or tax work is directed to contact the firm at 408.260.9600 or appointments@dunhamcpas.com, or to use the site's contact form to schedule an appointment and describe which business services are of interest. The office is located at 1884 The Alameda, San Jose, CA 95126. Source: https://dunhamcpas.com/serving-businesses/ ## Firm Background, Partners, and Professional Affiliations Dunham Associates, CPAs was founded in 1996 by Rick D. Dunham, according to the firm's partners page. Rick D. Dunham, CPA, EA, PFS is described as the managing partner, specializing in high net worth individuals and businesses in Silicon Valley, holding the designations Enrolled Agent (EA), Certified Public Accountant (CPA), and Personal Financial Specialist (PFS); he oversees day-to-day firm decisions and strategic planning for firm growth. Michael K. Park, CPA joined the firm in January 2000, specializes in individual and small business tax planning and preparation, manages financial statement audits for non-profit and for-profit organizations, and is a member of the California Society of CPAs and the United Way Audit Review Committee. Jon Mills, CPA joined Dunham Associates in 2002, after previously working in the financial industry, and specializes in small business and partnership taxation and accounting, manages 401k audits and financial statement audits for corporate clients, and is also a member of the California Society of CPAs. The firm's clients-we-serve page lists industries including individual taxpayers, S-corps and partnerships, architecture and engineering, medicine and dentistry, law and financial services, retail, restaurants, real estate, and construction contractors, among others. The site does not publish individual CPA license numbers, PTIN numbers, or a specific count of years of experience for any partner beyond the dates noted above. Source: https://dunhamcpas.com/about-us/partners/ ## Individual Tax Planning and Preparation For individual clients, Dunham Associates, CPAs lists Tax Preparation and Planning for families with complicated tax challenges, Real Estate Taxation and Planning covering purchase analysis, financing, 1031 exchanges, and foreclosures, and International Tax covering expatriates, foreign accounts, and penalty avoidance. The firm also lists Estate, Gift and Trust Tax Planning and Return Preparation, and Tax Controversies, described as Strategic Federal, State and Local Tax Representation along with Collections Strategies covering liens, levies, seizures, payments, and offers in compromise. A further category, Personal Financial Planning, covers planning for business and real estate, retirement planning from a tax perspective, risk management, and estate and charitable planning. The site names these service categories only; it does not state specific tax outcomes, savings amounts, filing deadlines, deduction eligibility, or the scope of any representation authority before the IRS or other agencies beyond the phrase 'Strategic Federal, State and Local Tax Representation,' and it does not publish pricing or fees for individual tax work. Anyone in the San Jose area wanting to discuss a personal tax situation, get a cost estimate, or schedule an appointment can contact the firm at 408.260.9600 or appointments@dunhamcpas.com, or submit the contact form on the site. Source: https://dunhamcpas.com/serving-individuals/ ## Wealth Management Services (DWR Wealth Management) Dunham Associates, CPAs offers wealth management through an affiliated entity, DWR Wealth Management LLC, described on the site as a registered investment advisor with the California Department of Corporations. The page states that many clients want assistance with financial planning issues such as investments, retirement planning, education funding, and other specific needs, and that DWR provides comprehensive fee-based investment management and financial planning services to high net worth individuals as well as small to medium sized businesses. The site describes DWR's structure as independent and non-commissioned, stated to allow planning and advice without investor bias, and says all clients are treated with professionalism and the utmost ethical standards. The page does not state DWR's specific fee percentages, minimum account sizes, or investment performance figures, and none of those should be assumed. The wealth management team contacts listed on the page are Rick Dunham (email rick@dunhamcpas.com) and Rex Rousselot (email rex@dunhamcpas.com). For questions about financial planning, investment management, retirement planning, or to schedule a consultation about wealth management, the firm can also be reached at its main San Jose office, 1884 The Alameda, San Jose, CA 95126, phone 408.260.9600, or appointments@dunhamcpas.com. Source: https://dunhamcpas.com/wealth-management/ ## What Dunham Associates CPAs has not published yet These are things people ask Dunham Associates CPAs that its published information does not yet cover. - prices - availability - tax filing deadlines - tax deduction eligibility - tax outcomes or savings amounts - irs representation scope or authority - cpa license or ptin numbers - investment returns or performance Ask anyway — the agent will say plainly that it is not published rather than guess. ## Where this comes from https://dunhamcpas.com