WHO WE ARE

VALERIE NEALE INC. provides accounting and tax services to businesses and individuals throughout the Bay Area. Our firm is small and as a result our clients benefit from personalized quality service.  We ask questions  and then listen to our clients. We take the time to fully understand their needs and goals. And we do it all with a touch of British humor.

VALERIE NEALE , CPA, MsTAX

Phone: 925-979-1700 Ext 201
Email: vneale@valerieneale.com

Valerie brings a unique mix of experience to her practice.  With over thirty years in public accounting and experience running her own garment manufacturing company, she understands the needs of the business owner and approaches her work with a blend of pragmatism and creativity that her clients truly appreciate. Valerie and her talented team work with high net-worth individuals, closely held businesses and estates and trusts. She assists clients with all aspects of tax planning and compliance, and works with her clients’ legal counsel and financial advisors to coordinate estate and trust planning.

Valerie graduated from University College London with a BA Hons. in Art History and English Literature. She came to California in 1981 as an Art Historian. The path to CPA via garment manufacturing was circuitous, but when Valerie sat for the CPA exam in November 1990 she was awarded the Elijah Watt Sells Award for placing in the top 100 candidates in the country. She went on to earn a Masters in Tax at Golden Gate University.  She is a Past President of the Estate Planning Council of Diablo Valley and was a member of the Board for 7 years.  She is a member of the American Institute of CPAs, the California Society of CPAs, and the National Association of Tax Professionals.

When she is not working with her clients, Valerie sings and plays guitar with her husband, Rick Jones.  Their first CD together is called “Life Drawing”.

teri-croppedTERI WILLS, CPA, MsTAX

Phone: 925-979-1700 Ext 203
Email: twills@valerieneale.com

Teri has been working with Valerie Neale since 1997, and has over thirty years of public accounting experience in mid-sized firms in both the San Francisco Area and Southern California.  She works with our individual and business clients, and  she has extensive experience in complex areas of taxation such as estates and trusts, multi-state taxation and partnerships, Clients have responded to Teri’s caring attitude and meticulous approach to her work with a loyalty that is truly rewarding.

Teri has a passion for birding, so when she is not in the office, you can find her out in the hills, tracking down the Red-Faced Warbler and other unusual birds.

bfphotoBRIDGETTE FAN

Phone: 925-979-1700 Ext 202
Email: bfan@valerieneale.com

Bridgette has worked with Valerie Neale and her team for over 10 years.  She brings an enthusiasm to her work that is infectious and much loved by her clients and everyone in the office.  Bridgette is a Quickbooks Pro Advisor, and as such she helps clients set up the appropriate version of Quickbooks for their business, and then trains them to use the program efficiently.  There is no Quickbooks accounting challenge that Bridgette does not embrace.  Bridgette is an extremely proficient tax preparer for individuals, corporations and partnerships, and also assists clients with their payroll issues.

IMG_3674CHRISTIE CACCAVO

Phone: 925-979-1700 Ext 200
Email: ccaccavo@valerieneale.com

Christie has worked with Valerie for over 20 years, and she is part of our two-person administrative team. She is very knowledgeable about tax return processing, and helps to keep everything running smoothly at Valerie Neale, Inc.

 

IMG_3672MARIE BYARS

Phone: 925-979-1700 Ext 200
Email: mbyars@valerieneale.com

Marie is the newest member of our team.  She and Christie work together to cover the administrative needs at Valerie Neale, Inc. while she is completing her undergraduate degree in accounting at Sonoma State University.