Regalia & Associates CPAs
Certified Public Accountants
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About Us

Serving the Bay Area for 30 Years

History

Founded in 1990, Regalia & Associates is a full service public accounting firm. Our professionals specialize in offering expert audit, tax, and consulting services.  The Firm, and many of its professional staff, are members of the American Institute of Certified Public Accountants and the California State Society of Certified Public Accountants.

 

Get in touch

Take a moment to read about our individuals and if you have any questions or would like more detailed information about how we can can help you, please contact us. We look forward to serving you.

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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 fourteen individuals, consisting of elevn CPAs and three 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, Ernst & Young, 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, 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.

About Us

We 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.


Meet the Team

Principal - Audit and Tax DEPARTMENTS

Douglas W. Regalia, CPA

doug [at] mrcpa.com

doug [at] mrcpa.com

Doug began his career with Peat Marwick Mitchell & Co. (now KPMG) 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.

The firm of Regalia & Associates, CPAs was founded in 1990. Doug graduated summa cum laude from California State University, Hayward, with a Bachelor of Science degree in Business Administration.  Doug 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.

Doug 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.

Education

CALIFORNIA STATE UNIVERSITY, HAYWARD
B.S., Business Administration, Accounting Emphasis, 1981

Affiliations

• Regalia & Associates CPAs, Founder
• Duffel Financial & Construction Company, V.P. Finance and CFO
• KPMG Peat Marwick, Senior Audit Manager

• Member American Institute of Certified Public Accountants
• Member California State Society of CPAs

Principal - Tax Department

Dana Chavarria, CPA

dana [at] mrcpa.com

dana [at] mrcpa.com

Dana 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 and consulting services to individuals, partnerships, corporations, trusts, estates, and non-profit clients.

Dana has enjoyed serving on many educational Boards in the San Ramon Valley school district while her children were attending school, and continues her volunteer activities serving on exempt organization Boards in California.

Dana holds a California CPA license and continues her professional education through courses with the California State Society of Certified Public Accountants and other continuing education providers. Dana resides in the East Bay where she and her husband raised three children.

Education

SAN FRANCISCO STATE UNIVERSITY
B.S., Business Administration, 1986

Affiliations

• Member American Institute of Certified Public Accountants

 

PRINCIPAL - Audit DEPARTMENT

Lisa Parker, CPA (currently inactive)

lisaparker [at] mrcpa.com

lisaparker [at] mrcpa.com

Lisa 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. She currently has primary responsibility for some of the Firm’s largest clients, including those requiring audits performed in accordance with Uniform Guidance standards (“Single Audit”). Lisa has also developed an expertise in auditing exempt organizations engaged in providing program activities in foreign locations, including Myanmar, Burma, Costa Rica, and other areas.

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

Lisa holds a CPA license (currently inactive) but stays current with all relevant accounting and audit matters through continuing education provided by the Cal State Society of CPAs. Her technical expertise includes areas of audit, accounting, and regulatory matters (including the Uniform Guidance under the Single Audit “Yellow Book”).  Lisa resides in the East Bay where she and her husband raised two children.

Education

MIAMI UNIVERSITY
B.S., Accounting and Decision Sciences, 1981

Affiliations

• Arthur Andersen & Co., Senior Auditor

Senior Audit Manager

Tricia Wilson

tricia [at] mrcpa.com

tricia [at] mrcpa.com

Tricia joined Regalia & Associates in 2007 after working in the accounting and construction industries for many years.  With her extensive accounting background, Tricia is the Senior Audit Manager on a number of exempt organization engagements, where she has primary responsibility for the completion of all audit-related services.

Tricia graduated with a Bachelor of Science degree in Business Administration from San Diego State University in 1984 with a Major in Accounting. Tricia oversees staff auditors to ensure the timely completion of fieldwork on many of the Firm's audit engagements. Additionally, Tricia provides accounting and consulting support for some of the Firm’s clients who need assistance with ongoing operational matters.

Tricia 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. She enjoys numerous outdoor activities including hiking in various East Bay locations and regular trips to Lake Tahoe.

Education

SAN DIEGO STATE UNIVERSITY
B.S., Business Administration, 1984

 

Tax Department Manager

Lisa Cloven, CPA

lisacloven [at] mrcpa.com

lisacloven [at] mrcpa.com

Lisa 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 over 25 years of 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.

Lisa 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.

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

Education

GOLDEN GATE UNIVERSITY
M.A., Taxation, 1994

UNIVERSITY OF CALIFORNIA, BERKELEY
B.S., Business Administration, 1984

 

Senior Audit Manager

Wendy Thomas, CPA

wendy [at] mrcpa.com

wendy [at] mrcpa.com

Wendy 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.

Wendy 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.  Wendy continues to enjoy outside activities which includes training for triathlons, Bay and lake swims, playing soccer, and camping at Camp Blue (the Cal Alumni family camp in Pinecrest, CA). Wendy lives in the East Bay where she and her husband raised three children.

Education

SCRIPPS COLLEGE
B.A., Accounting, Economics Emphasis, 1985

Affiliations

• BDO Seidman
• LAXFUEL Corporation

 

TAX PROFESSIONAL

Susan Regalia, CPA

saregalia [at] gmail.com

saregalia [at] gmail.com

Susan began her career with KPMG Peat Marwick in 1981 and worked for seven years in the Oakland office in both the Audit Department and Tax Department providing audit services, tax preparation and tax planning to institutional, corporate, and individual clients.

After leaving KPMG, Susan worked as an independent accounting consultant for a few Bay Area companies and taught accounting at Diablo Valley College part time. For the past twenty years Susan taught mathematics in the local school district and retired from San Ramon Valley High School in 2017.

Susan graduated summa cum laude from California State University, Hayward, with a Bachelor of Science degree in Business Administration. She also holds Multiple Subject and Mathematics Single Subject teaching credentials.

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

Education

CALIFORNIA STATE UNIVERSITY, HAYWARD
B.S., Business Administration, Accounting Emphasis, 1981

SAINT MARY'S COLLEGE OF CALIFORNIA
Teaching Credential - Mathematics, 1998

Affiliations

• KPMG Peat Marwick, Senior Tax Manager
• San Ramon Valley High School (Math Teacher)

 

Audit Manager

Jenny So, CPA

jennyso [at] mrcpa.com

jennyso [at] mrcpa.com

Jenny 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.  She currently has primary responsibility for some of the Firm’s larger clients, including those requiring audits performed in accordance with Uniform Guidance standards. Jenny has also developed an expertise in auditing exempt organizations engaged in providing program activities in foreign locations, including East Asia, Mexico, South America, and other areas.

Jenny 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.

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

Education

CALIFORNIA STATE UNIVERSITY, LOS ANGELES
Master of Business Administration, Accounting Emphasis, 1982

UNIVERSITY OF CALIFORNIA, IRVINE
B.S., Biology Emphasis, 1988

Affiliations

• Pannell Kerr Forster (PKF International), CPA

 

Senior Audit Manager

Jeannine Regalia, CPA

jeannine [at] mrcpa.com

jeannine [at] mrcpa.com

Jeannine began her accounting career in 2008 working as a Senior Analyst for the accounting firm Duff & Phelps, where she provided accounting and consulting services to tech & software clients in the Bay Area. In 2010, she spent two years working as a Senior Financial Analyst at CBS Interactive, the online media arm of CBS Corp, providing budgeting, forecasting, and analytical support across all web properties on the corporate finance team. She then gained significant experience working as a Finance Manager at Airbnb, headquartered in San Francisco. Throughout her nearly five years at Airbnb, Jeannine supported both marketing and product/engineering areas of the business, driving strategic analyses to both achieve greater efficiencies and identify opportunities for growth. Since joining Regalia & Associates in 2017, she has focused on providing audit and tax preparation services to the nonprofit community.

Jeannine graduated with a Bachelors degree in Business/Economics, with an emphasis in Accounting, from University of California - Berkeley. Jeannine holds a California CPA license and resides in the East Bay with her husband and son.

Education

UNIVERSITY OF CALIFORNIA, BERKELEY
B.A., Business Economics, 2008

Affiliations

• Duff & Phelps, Senior Analyst
• CBS Interactive, Senior Financial Analyst
• Airbnb, Finance Manager

 

AUDIT MANAGER

Valerie Regalia, CPA

valerie [at] mrcpa.com

valerie [at] mrcpa.com

Valerie began her career as an intern with Regalia & Associates in 2013. After completing her advanced degree at U.C. Davis, 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.

Valerie 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 is also primarily responsible for the preparation of exempt organization tax returns, including Federal Form 990, California Form 199, and California Form RRF-1.

Valerie is a graduate of University of California - Davis where she received a Bachelor of Science degree in Statistics and a Master of Professional Accountancy degree.  While she attended college, Valerie 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.  She lives in Walnut Creek.

Education

UNIVERSITY OF CALIFORNIA, DAVIS
Master of Professional Accountancy, 2016

UNIVERSITY OF CALIFORNIA, DAVIS
B.S., Statistics, 2015

Affiliations

• Ernst & Young

 

Auditor, Accountant and Tax Preparer

Jennifer Jensen

jenny [at] mrcpa.com

jenny [at] mrcpa.com

Jennifer 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.

Jenny works in both the Audit and Tax Departments at the Firm where she assists with audit engagement, tax preparation, and client services.  Jenny also provides oversight as the Administrative Officer of the Firm.

Jenny 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.  Jenny lives in the East Bay with her husband and three children. 

Education

UNIVERSITY OF CALIFORNIA, BERKELEY
B.S., Accounting, 1985

 

STAFF Auditor

Rachel Berger, CPA

rachel [at] mrcpa.com

rachel [at] mrcpa.com

Rachel began her career as an Auditor with Ernst & Young in 2007. While serving with a Big 4 firm for almost four years, Rachel specialized in conducting audits on a variety of hospitals. Subsequently, her career took her to Children’s Hospital, Glam Media, and then Salesforce. Rachel joined Regalia & Associates in 2018 and currently works in the Audit Department where she is primarily responsible for exempt organization audits.

Rachel is a California CPA and is a graduate of Miami University where she received a Bachelor of Science degree in Accounting/Finance. Rachel then went on to the University of Colorado at Denver, where she received a Master of Science degree in accounting. Rachel lives in the East Bay with her husband and three children.

Education

UNIVERSITY OF COLORADO AT DENVER
Master of Science - Accounting, 2007

UNIVERSITY OF MIAMI
Bachelor of Science - Accounting/Finance, 2006

 
 

Office admin

Anita Evans

anita [at] mrcpa.com

anita [at] mrcpa.com

Anita began her career as a Software Engineer with Fidelity Investments in Boston. After relocating to the Bay Area, she was employed by Information Builders and Sybase. For the past three years, she has been working at the University of California, Berkeley in Human Resources.

Anita graduated from the University of New Hampshire with a Bachelor of Arts degree in History. In 2013, she completed the certificate program in College Admissions and Career Planning at UC Berkeley. Each fall, she assists students in writing their personal statements.

Anita assist clients we their tax materials, organizes documents, provides support to the Firm’s Tax and Audit Department staff, and coordinates various office activities.

Anita resides in the East Bay where she and her husband raised two children. She has been an active volunteer in the P.T.A. and at STAND! For Families Free of Violence.

Education

UNIVERSITY OF NEW HAMPSHIRE
B.A., History

Affiliations

• University of California, Berkeley Human Resources

STAFF Auditor

Roeleen Jooste, CPA

roeleen [at] mrcpa.com

roeleen [at] mrcpa.com

Roeleen is originally from South Africa where she worked as an auditor at a Chartered Accounting firm. She has a diverse background in Accounting, Auditing, Tax, and Business Support Services. For the past ten years, Roeleen worked at technology and life science companies (in which she had ownership) and was in charge of leading the international accounting function with focus on roadmap development.

Over the past two years, Roeleen has been assisting biotech and pharma companies in a consulting role. She worked for these organizations as their Financial Controller, assisting with budgets, forecasting, and providing audit support, while also handling her own private tax practice.

Roeleen joined Regalia & Associates in 2019 and is primarily responsible for providing audit services to many of the Firm’s exempt organization clients. She also assists in the preparation of tax returns for a wide variety of clients, including nonprofit organizations, individuals, corporations, and partnerships.

Roeleen received her Master of Science in Accountancy from the University of Phoenix and holds a California Certified Public Accounting license. Roeleen has a wide variety of interests which include running, camping, travel, photography and fine art. Roeleen lives in the East Bay with her husband and two children.

Education

UNIVERSITY OF SOUTH AFRICA
B.S., Business Administration - Financial Management (2011)

UNIVERSITY OF PHOENIX
Master of Science - Accounting and Bachelor of Administration - Management (2015)