About Us

Coates Accountancy Corporation is registered and entitled to practice as an Accountancy Corporation by the State of California. The firm is located in Pleasant Hill, CA, about 30 miles Northeast of San Francisco.

Our professional staff works closely with our clients to assist them in achieving financial success. We pride ourselves on the personal service we provide to each and every client. We offer an initial consultation with potential clients prior to our engagement.

What we offer

Coates Accountancy Corporation offers a wide range of services to our individual and business clients. We have listed the services that we offer to our clients along with a brief description. As the list is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Quality Service

We are interested in helping you achieve your personal financial goals, assisting you with growing your business and/or aiding you in solving your personal and business' financial problems. Our staff consists of Certified Public Accountants, Enrolled Agents, Financial Planners, Bookkeepers and a Proficient Administrative staff to professionally assist you and supplement the managers with their own expertise.

Our Senior Management

William A. Coates started out as a sole proprietor in 1986 and was joined by Kenneth R. Callan, in 1989. Together, they have built Coates Accountancy Corporation’s client base by providing our clients with the ability to achieve their maximum financial potential in all areas of their business and personal lives.

William A. Coates is licensed by the State of California to practice as a Certified Public Accountant. Kenneth R. Callan is licensed by the United States Treasury to practice before the Internal Revenue Service.


Firm Profile

Coates Accountancy provides accounting, tax and financial planning services to our clients so that they may reach their business and personal financial goals.

 

We have more than 150 business clients and 750 personal tax clients in a variety of businesses including construction, dental services, insurance, fitness, flooring, golf, law practices, manufacturing, optical services, real estate, restaurants, retailing, and taverns, etc.

 

The majority of our clients are in the San Francisco Bay Area; however we continue to service many clients that have moved across the country in the 20 plus years we’ve been in business.