Our Firm

Regalia & Associates CPAsWe combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.

Please take a moment and read more about our peopleour historyour credentials, and our areas of specialization. If you have any questions or would like more detailed information about how we can help you, don't hesitate to contact us. We look forward to serving you.

Our People

Doug Regalia 2013

Douglas W. Regalia, CPA - Principal

doug@mrcpa.com

Mr. Regalia began his career with Peat Marwick Mitchell & Co. (now KPMG Peat Marwick) in 1980 and worked for seven years in the Oakland and Walnut Creek offices.  He left as Senior Audit Manager in November 1987 to work for Duffel Financial & Construction Company as Vice President - Finance and Chief Financial Officer.

Mr. Regalia founded the firm of Regalia & Associates, CPAs in 1990. He graduated summa cum laude from California State University, Hayward, with a Bachelor of Science degree in Business Administration.  Mr. Regalia was active in KPMG’s recruiting efforts, helped teach local in-office training seminars and was the Senior Audit Manager on several of the firm’s larger bank and nonprofit audit engagements.

Mr. Regalia is a member of the American Institute of Certified Public Accountants and the California State Society of Certified Public Accountants.  Mr. Regalia resides in the East Bay, where he and his wife raised four children.

Dana ChavarriaDana Chavarria, CPA - Principal Tax Department

dana@mrcpa.com

Ms. Chavarria joined Regalia & Associates in 1999 after an extensive career with the California State Board of Equalization and other local CPA firms.  Her background in both auditing and income tax preparation enables her to tackle a wide variety of issues for all of our clients.

Dana is a Principal in the Tax Department and provides tax preparation services to individuals, partnerships, trusts, estates and corporations.  Ms. Chavarria graduated from San Francisco State University in 1986 with a Bachelor of Science degree in Business Administration with an emphasis in Accounting.  She has been an active volunteer in the community, sitting on the boards of local educational organizations (including the San Ramon Valley Education Foundation).

Ms. Chavarria holds a California CPA license and continues her professional education (primarily in the areas of auditing and accounting) through courses with the California State Society of Certified Public Accountants and other continuing education providers.  Ms. Chavarria resides in the East Bay where she and her husband raised three children.

Marianne Ryan

Marianne Ryan - Senior Audit Manager and Consultant

marianne@mrcpa.com

Ms. Ryan has an extensive background and career in the financial institution industry.  Prior to joining Regalia & Associates in 2000, Ms. Ryan worked for over 10 years as a vice president in retail lending for various banks and savings and loans.  Her industry experience provides her with an appreciation for the “real world” challenges which many of our clients face on a daily basis, and enables her to assist clients with understanding complex banking transactions.

Ms. Ryan is responsible for coordinating all aspects of the Firm's audit engagements.  Additionally, she provides accounting support for several clients who need assistance with Quickbooks and other accounting programs.  She graduated cum laude from the University of California - Berkeley with a Bachelor of Science degree in Business Administration.

Ms. Ryan resides in the East Bay where she and her husband raised two children.

Tricia Wilson

Tricia Wilson - Senior Audit Manager

tricia@mrcpa.com

Ms. Wilson joined Regalia & Associates in 2007 after working in the accounting and construction industries for many years.  She has an extensive background in providing clients with timely and professional accounting services.

Ms. Wilson graduated with a Bachelor of Science degree in Business Administration from San Diego State University in 1984 with a Major in Accounting. She is responsible for the completion of fieldwork on many of the Firm's audit engagements and typically works with Ms. Ryan on many of the firm's audit engagements.  Ms. Wilson also provides ongoing accounting and consulting support for some of the Firm’s clients who need assistance with ongoing accounting and operational matters.

Ms. Wilson resides in the East Bay where she and her husband raised three children. She is actively involved as a volunteer board member for certain community groups. 

 

Janice Taylor

Janice Taylor, CPA - Principal, Audit and Tax

janice@mrcpa.com

Ms. Taylor began her career with Coopers & Lybrand (now Price Waterhouse Coopers) in 1983 and worked in the audit department serving clients in the investment advisory, construction and SEC industries.  She then went into private industry and worked as a controller and then as an accounting standards manager for a large investment advisory firm.

Since joining Regalia & Associates in 2007, Ms. Taylor has focused on providing individual and corporate tax preparation services to clients.  She is also responsible for handling some of the Firm's audit engagements.  Ms. Taylor graduated summa cum laude from San Francisco State University with a Bachelor of Science degree in Business Administration.  She holds a California CPA license and Series 7 and Series 27 licenses with the Financial Industry Regulatory Authority (FINRA - formerly NASD).

Ms. Taylor is a member of the American Institute of Certified Public Accountants and the California State Society of Certified Public Accountants and resides in the East Bay where she and her husband raised three children.

Wendy ThomasWendy Thomas, CPA - Senior Audit Manager

wendy@mrcpa.com

Wendy Thomas, CPA, began her auditing career with BDO Seidman in 1987 where she worked on manufacturing, retail, automobile distribution, financial institutions, and real estate clients.  She then went into private industry and worked as the accounting manager for LAXFUEL Corporation, a jet fuel consortium, at the Los Angeles International Airport.  With her husband’s relocation to the Bay Area, she worked as Senior Financial Analyst at Longs Drug Store's corporate offices preparing budget, financial forecasts, and other financial reports for corporate executives, Board of Directors and investors.

Ms. Thomas is a graduate of Scripps College where she majored in Economics/Accounting and French Civilization.  She was a member of the Claremont Mudd Scripps Cross Country, Basketball and Track & Field teams.  She continues to enjoy training for triathlons, Bay and lake swims, and playing soccer. Ms. Thomas lives in the East Bay where she and her husband raised three children.

Lisa ClovenLisa Cloven, CPA - Tax Department Manager

lisacloven@mrcpa.com

Ms. Cloven joined Regalia & Associates in 2013 after an extensive career as a CPA providing tax consulting and related services for a variety of organizations, including large corporations, individuals, and closely-held entities.  She has significant experience with serving individual and small business clients, helping them understand compliance issues and providing them with pro-active tax guidance.  Her background also includes multi-state tax preparation, expatriate tax issues, and other entity matters.

Ms. Cloven graduated from University of California - Berkeley in 1984 with a Bachelor of Science degree in Business Administration with an emphasis in Accounting.  She then pursued and obtained a Masters in Taxation from Golden Gate University in 1994.

Ms. Cloven holds a California CPA license and continues her professional education (primarily in the areas of taxation) through courses with various providers.  Ms. Cloven resides in the East Bay with her husband and two children. 

Lisa Parker, CPA [inactive] - Senior Audit ManagerLisa Parker

lisaparker@mrcpa.com

Ms. Parker began her career with Arthur Andersen & Co. in 1988 and worked for four years in their Cincinnati and Chicago offices.  She left as Senior Auditor to work for a Maryland-based CPA firm as Audit Manager, and then joined Regalia & Associates in 2013.

Ms. Parker graduated from Miami University in Oxford, Ohio, with a Bachelor of Science degree in Accounting and Decision Sciences.  Ms. Parker has a long history of volunteer experience principally as treasurer for various community organizations, such as parent-teacher associations and homeowners associations.

Ms. Parker holds a CPA license (currently inactive) and participates in continuing education in the areas of audit, accounting, and regulatory issues.  Ms. Parker resides in the East Bay where she and her husband raised two children.

Jenny So

Jenny So, CPA - Senior Auditor

jennyso@mrcpa.com

Ms. So spent much of her early career as a CPA with Pannell Kerr Forster (now PKF International) where she was involved with audit and review engagements and also provided support for corporate, non-profit, and partnership tax matters.  She then transitioned to private industry,working for companies with SEC and worldwide reporting requirements.  Jenny joined Regalia & Associates in order to focus on serving exempt organizations and individual tax clients. 

Ms. So graduated from the University of California, Irvine with a Bachelor of Science degree - Biology emphasis, and was well positioned as a pre-med candidate.  However, she decided to continue her education at California State University, Los Angeles, where she obtained her Master of Business Administration which allowed her to pursue a career in accounting.

Ms. So holds a California CPA license and continues her professional education in the areas of nonprofit accounting and income taxes.  Ms. So resides in the East Bay with her husband and two children.

 

Jennifer Jensen - Auditor, Accountant and Tax PreparerJenny Jensen

jenny@mrcpa.com

Jennifer Jensen has a background in business and accounting and joined Regalia & Associates in 2011.  Prior to joining the firm, she worked for a variety of organizations, most recently as a consultant for a San Francisco law firm.

Ms. Jensen works in the Tax Department and assists with tax preparation and client correspondence.  She also provides accounting support for the firm's Audit Department.

Ms. Jensen is a graduate of University of California - Berkeley where she majored in Accounting.  She is active in local school organizations (such as the PTA) and plays on adult soccer teams in the San Ramon Valley area.  Ms. Jensen lives in the East Bay with her husband and three children. 

 

Valerie Regalia - Senior Auditor

valerie@mrcpa.com

Valerie Regalia began her career as an intern with Regalia & Associates between 2013 and 2015.  She then worked for Ernst & Young in the Audit Department of their San Francisco and Redwood City Offices, specializing in high tech and biotech industry clients.

Ms. Regalia re-joined Regalia & Associates in 2017 and currently works in the Audit Department where she primarily is responsible for exempt organization audits, fieldwork, internal control testing, and client relations.  She also provides tax support where she assists with the preparation of Federal Form 990 for the firm's nonprofit clients.

Ms. Regalia is a graduate of University of California - Davis where she received a Bachelor of Science degree in Statistics.  She was then admitted to (and graduated from) the Master of Professional Accountancy program at UC Davis.  While she attended college, Ms. Regalia worked as a proof reader for a professor of mathematics and was also engaged as a Statistics Tutor on campus offering assistance to undergraduate students providing basic statistical theory.

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Our History

Founded in 1990, Regalia & Associates is a full service public accounting firm.  Every one of our professionals possesses significant audit, tax, and consulting experience.  The Firm, and many of its professional staff, are members of the American Institute of Certified Public Accountants and California State Society of Certified Public Accountants.

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Our Credentials

Regalia & Associates is a member of the American Institute of Certified Public Accountants and California State Society of Certified Public Accountants.

The firm undergoes an independent Peer Review every three years and strives to maintain execeptionalism in all facets of its professional services.  All active CPAs maintain licensing in accordance with standards established by the California State Board of Accountancy (and the California State Society of CPAs). 

The firm is comprised of eleven individuals, consisting of seven CPAs and four non-CPA professional staff.  Most of the firm's members began their careers with some of the largest accounting firms in the world, representing KPMG Peat Marwick, Arthur Andersen, Price Waterhouse Coopers, BDO Seidman, and others.

Members of the Firm have a wealth of experience not only in the accounting world but in private industry as well.  Certain of the firm's employees have previously held positions in the private sector such as controller, chief financial officer, investment advisor, consultant, treasurer, and others.  This enables us to bring a strong foundation and understanding of capitalism mixed with a healthy sense of tax and accounting rules to help our clients navigate the choppy waters of reality.

 

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Our Areas of Specialization

Nonprofit Organizations

In our Audit Department, our focus is on providing audit, tax, and consulting services to not-for-profit entities organized under Section 501(c) of the Internal Revenue Code.  Since our inception in 1990, our efforts have been solely concentrated on exempt organizations, including performing arts organizations, animal welfare groups, land management trusts, museums, HUD/CalHFA housing groups, and others.

Taxes

 Our Tax Department prides itself on timely and responsive service for individuals, trusts, partnerships, corporations, estates, and nonprofit organizations.

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