A Personal Approach to the Diverse Needs of Our Clients

We are a small firm with a big purpose: to support and accelerate the success of our clients.

The Biggest Little Accounting Firm in Santa Cruz

We are a local CPA firm trusted by businesses, individuals and non-profits in Santa Cruz since 1938. We strive to personally understand your needs and to deliver results. Our approach is to listen, think, discuss and act. We invite you to learn more about what we can do for you.

Businesses

Projection of start-up costs
Projection of income and cash flow
Choice of entity
Buy-sell agreement
Accounting systems
Accounting & payroll services
Compensation planning
Succession planning
Exit strategies

Individuals

Home acquisition
Retirement savings
Marriage & divorce
Real estate investments
Wealth planning
Living trusts
Retirement planning
Estate & gift planning
Trust-funding

Non-Profits

Formation
Non-profit vs. Non-taxable
Foundations
Advanced financial reporting

OUR SERVICES

Testimonials

PMJ is absolutely professional in all ways.
The entire staff are absolute wizards at producing on time and with great accuracy.
The real gem of this organization, though, is their ability to do advanced strategic planning and counseling.
We're completely pleased in all aspects, and would (and have!) recommended their services to our business peers without reservation.

–John Bower, Owner of Santa Cruz Electronics

Less grey hair for me. Money well spent. Highly recommend...

–Xixi W.

PMJ has been our choice for an accounting firm for many years. We appreciate their in-depth explanations of complicated tax and financial matters.

–Peggy Dolgenos, CEO Cruzio