Loomis & Co. LLP

Are you looking for a CPA firm that goes beyond providing you top-notch financial statements and tax returns? Explore Loomis & Co. We give you: • Insight into your Business and your Taxes • Proactive Help for You • People Who Know Your Business When you work with Loomis & Co., you receive: Insight into your Business and your Taxes Consulting services average a third of our business - we search for ways to help you identify and solve problems and build profitability We leverage our knowledge and perspective of your business and similar businesses to help you We give you quality, timely financial statements and tax returns and use the knowledge we gain about you and your business to your advantage We identify what is going well, where improvements can be made in your business, and what potential future issues and challenges you may face Proactive Help for You We can meet with you today or tomorrow - 80% of the time Direct phone lines - we answer our own phones Four hour response to phone calls Candid communication throughout the year Fresh ideas that will make a difference National and international resources through CPACONNECT People Who Know Your Business We work only with privately held businesses and their owners You do not pay for training or start up costs We have good relationships and work closely with bankers, attorneys, and sureties We work closely with your staff to leverage their abilities Our professionals are constantly learning - we provide on average over double the required amount of education annually SERVICES: Since most of our clients are larger privately held companies with lines of credit exceeding $1 million, our financial statement services are heavily weighted toward audits and reviews, and less so towards compilations. One of the fastest growing segments of our practice is management consulting services, including profit maximizing techniques, incentive and equity compensation plans, merger and acquisition assistance, succession planning, and family wealth planning. We also help a number of clients locate financing and facilitate communication with lenders.

Address: 267 East Campbell Avenue, Suite 200, Campbell, CA 95008, USA

Phone: +1 408 385 3400
FAX: +1 408 385 3499