Perisho Tombor Ramirez Filler & Brown Firm Information Sheet
Firm: Perisho Tombor Ramirez Filler & Brown
Address: 355 Santana Row Suite 2000, San Jose,
CA 95128
Phone: (408) 985-5100
E-mail: info@perisho.com
Personnel:
| Partners |
Years
In Practice |
Technical |
Industry |
Prior Experience |
| Donna
Tombor |
20 |
Individual Tax and
Corporate Tax |
Manufacturing and
Wholesale Distribution |
Donna was a senior
tax manager for Deloitte & Touche in San Jose before founding
Perisho Tombor Ramirez Filler & Brown. Donna has a masters'
degree in taxation from Golden Gate University. |
| Luis
Ramirez |
11 |
Individual Tax, Corporate
Tax and Estate Planning |
Manufacturing, Service,
Wholesale Distribution, Software and Retail |
Luis was a manager
with Deloitte & Touche, where he specialized in providing the
tax services to many of their largest and most prestigious closely
held companies. Luis graduated with honors from Chapman College
in Orange, California and is currently finishing his masters'
degree in taxation from San Jose State University. |
| Kay
Filler |
21 |
Audits, Reviews and
Compilations |
Wholesale Distribution,
Manufacturing, Retail, Service, Health Care, Non-Profits and
401(k) plans |
Kay was a senior audit
manager for Deloitte & Touche in San Jose for eight years prior
to her position as CFO. Kay graduated valedictorian of her class
at the University of the Pacific's School of Business and Public
Administration. |
| Jim
Brown |
26 |
Valuation, Financial
Consulting, Corporate and Financial Planning |
Manufacturing, Wholesale,
Service and Software |
Prior to joining our
firm, Jim was Regional Vice President at Union Bank and Bank
of the West, in charge of corporate banking. Jim has an MBA
from the University of California, Berkeley and has completed
additional study in business valuation, income tax, employee
benefits, retirement and estate planning and taxation. |
| Professional Staff |
CPAs |
Other |
Total |
| Experience |
|
|
|
| 1-3 years |
|
3 |
3 |
| 3-6 years |
3 |
1 |
4 |
| Over 6 years |
11 |
|
11 |
| |
|
|
|
| Total |
14 |
4 |
18 |
Leverage - Professional
Staff 18 ¸ Total Partners 6 = 3:1
Ratio Significance - lower ratio, more partner attention. National
firms and most large local firms average 6:1. |
Scope of Services
Perisho Tombor Ramirez Filler & Brown's revenue
is derived from the following professional services:
| Professional Services |
Percentage |
Total |
| Tax |
|
|
| Individual Tax Preparation |
5% |
|
| Corporate and Partnership Tax Preparation |
12% |
|
| Other Tax Compliance |
1% |
|
| Tax Advice and Planning |
14% |
32% |
| Accounting and Auditing |
|
|
| Accounting Services and Write-up |
-% |
|
| Compilations |
2% |
|
| Reviews |
15% |
|
| Audits |
20% |
|
| Projections/Forecasts |
2% |
39% |
| Valuation |
|
4 % |
| Financial Consulting |
|
12 % |
| Consulting Services |
|
15 % |
| |
|
|
| Total |
|
100 % |
Industry Specialization
PTRFB's business is derived from the following industries:
Size of Businesses Served
Perisho Tombor Ramirez Filler & Brown serves businesses in the following size ranges:
| Size Range |
Percentage |
| Less than $1 million in revenue |
2% |
| $1 - 5 million |
10% |
| $5 - 10 million |
23% |
| $10 - 20 million |
25% |
| $20 - 50 million |
20% |
| Over $50 million |
20% |
| |
|
| Total |
100% |
Independence
| |
Services Provided |
| Client |
% of Total Firm Billings |
Client Industry |
Tax |
Acct'g |
Other |
| Largest Client |
15% |
Service |
- |
2% Audit |
13% Consulting Business Planning |
| Second Largest Client |
4% |
Mfg |
Corp, Ptnrshp, Individ. & Planning |
Audit |
Consulting - Tax Planning |
| Independence Questions |
Answer |
Does the Firm provide any services to a client where there might be a conflict of interest? i.e., Relatives were/are owners or employees of clients? |
No |
| Do you participate with clients in any investments? |
No |
| Do your clients participate in any investment you manage? |
No |
Peer Review
| Peer Review Questions |
Answer |
| Have you had a peer review in the last three years? |
Yes |
Was the peer review conducted under the auspices of AICPA’s Private Companies Practice Section (PCPS) or the Quality Review? |
Yes |
| What type of peer review report was issued: |
|
| Unmodified, without comments |
X |
Unmodified, with comments
|
____ |
Modified
|
____ |
Adverse
|
____ |
| Can we have a copy of the peer review and the letter of comments? |
|
|
