Moving San Carlos St. Office to 100 Clock Tower Place Effective Nov. 1, 2008

After serving clients from their San Carlos Street office in Carmel-by-the-Sea for more than 30 years, BBR today announced that effective November 1, 2008 their office is joining BBR’s other Carmel office at a larger facility on the corner of Carmel Rancho Boulevard and Clock Tower Place. Click here to learn more.

BBR First Presenting Sponsor of the 2008 Strides for Hope Marathon Team

BBR is excited to have 21 members including 4 partners participate in the Big Sur International Marathon event, April 27. Click here to learn more.

Merger with Dunlap, Steinbruner & Lubow

We are pleased to announce our merger with Dunlap, Steinbruner & Lubow, and the opening of our new office in Carmel Rancho.

100 Clock Tower Place, Suite 120
Carmel, CA 93923-8737

Tel 831.625.5111

We continue to look forward to serving all your accounting needs as we have for over 30 years. For additional information, please click here for full press release.

BBR sponsors the UC Berkeley Career Fair

BBR is an official UC Berkeley career center sponsor and will be at the Cal Career Fair September 11th, 2007. 

For more information please visit our sponsor page:

http://career.berkeley.edu/EmpAdv/empProfile.asp?emp_id=370

Promotion Announcement

BBR, LLP, is pleased to announce the admission of Jan Vanderbilt as a new partner.

Jan’s experience in taxation and accounting makes her an asset to our firm and clients.  We are happy to announce her new position at BBR.

Click Here to visit Jan Vanderbilt's profile.

Viewpoint on Value - May / Jun 2007 Issue

The May / June 2007 issue of the Viewpoint on Value newsletter has just been posted to the BBR website.

Please click here to view this and all other available newsletters.

Promotion Announcement

BBR, LLP, is pleased to announce the admission of Marcy Morgan as a new partner.

Marcy’s experience in performing audits in all types of industries and her understanding of financial statements makes her an asset to our auditing practice.  We are happy to announce her new position at BBR.

Click Here to visit Marcy Morgan's profile.

Managing Partners

BBR is pleased to announce the following changes in regards to firm administration:

Gary Bong - Managing Partner

Thomas Rockwell - Partner in charge, Walnut Creek

James Rotter - Partner in charge, Carmel-by-the-Sea

Viewpoint on Value - Mar / Apr 2007 Issue

The March / April 2007 issue of the Viewpoint on Value newsletter has just been posted to the BBR website.

Please click here to view this and all other available newsletters.

Merger with Hanson Rotter Green CPA

We are pleased to announce our merger with Hanson Rotter Green and the opening of our new office in Carmel-by-the-Sea.

Viewpoint on Value - Jan / Feb 2007 Issue

The January / February 2007 issue of the Viewpoint on Value newsletter has just been posted to the BBR website.

Please click here to view this and all other available newsletters.

BB&R Wealth Management / Merrill Lynch Alliance

To Clients and Friends of the Firm

We are excited to announce our strategic alliance with Merrill Lynch.  The alliance opens up tremendous new resources for our current and future clients.  Tim Carlson, our lead advisor, will become part of the CFS (client focused service) Group in the Walnut Creek office of Merrill Lynch effective November 1.

We will now have access to much deeper depth and breadth of resources and the enhanced service capacity of the Tim Carlson/Jeff Filter/Phil Scott (CFS) Group and their strong office support team.  Thanks to Merrill’s world class technology, interested clients will be able to access a very robust website with enhanced reporting capabilities and planning tools.

Jeff and Phil are seasoned financial professionals with over 50 years of collective investment experience.  Tim’s CPA experience adds to the financial planning and risk assessment equation.  As a major financial provider, Merrill Lynch has more available services as needed to help meet your financial goals and objectives.

The CFS Group will continue our same financial planning emphasis and competent, disciplined, relentless focus on client financial goals and objectives while continuing to manage related risk exposures from this elevated service and resource base.  BBR Wealth Management will continue to provide independent investment management services after November 1, 2006.

If you should have questions then please call Tim Carlson.

BBR Wealth Management, Inc.

View Wealth Management Services.

Viewpoint on Value - Nov / Dec Issue

The November / December issue of Viewpoint on Value newsletter has just been posted to the BBR website.

Please click here to view this and all other available newsletters.

San Francisco Office

Blanding Boyer and Rockwell is proud to announce the addition of a new San Francisco office location.

222 Front Street, Suite 700
San Francisco, CA 94111

Tel: 925.954.0100
Fax: 925.954.1068

Please click here for maps and driving directions.

New Site Design

BBR, LLP is proud to announce the release of its new, updated web site. 

Please contact us to give us any site feedback.

Viewpoint on Value - Sept / Oct

The September / October issue of Viewpoint on Value newsletter has just been posted to the BBR website.

Please click here to view this and all other available newsletters.

Promotion Announcements

BBR, LLP, Certified Public Accountants is pleased to announce the admission of Suzanne Ferraro and Mitchell Nakagaki as new partners and the promotion of Marcy Morgan to audit manager.

Suzanne has an MBA in accounting and a BS in finance.  She is a board member of the Kennedy-King Memorial College Scholarship Fund.

Mitch has an MS in taxation and a BA in accounting.  Mitch is a member of the Taxation Committee of the California Society of CPAs.

Marcy joined the firm in 2005 as a senior accountant.  She has a BS in accounting.

Suzanne, Mitch and Marcy are key parts of our success, and we are happy to announce their new positions at BBR.

BBR News is Online

BBRCPA.com is proud to announce it's newest feature - BBR News!

Here we will post press releases, company announcements and important information to our customers. Please feel free to submit any feedback to our site administrator as well as within our comments pages.