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.

Contact us ▸

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 sixteen individuals, consisting of ten CPAs and six 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, 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.

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.

doug [at] mrcpa.com

dana [at] mrcpa.com

marianne [at] mrcpa.com

tricia [at] mrcpa.com

Senior Audit Manager

Tricia Wilson

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. 

Education

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

janice [at] mrcpa.com

Principal Tax Department

Janice Taylor, CPA

Janice 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, Janice has focused on providing individual and corporate tax preparation services to clients.  Janice 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).

Janice 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 [at] mrcpa.com

Senior Audit Manager

Wendy Thomas, CPA

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.  She continues to enjoy training for triathlons, Bay and lake swims, and playing soccer. Wendy lives in the East Bay where she and her husband raised three children.

lisacloven [at] mrcpa.com

Tax Department Manager

Lisa Cloven, CPA

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. 

lisa parker [at] mrcpa.com

Senior Audit Manager

Lisa Parker, CPA (currently inactive)

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

jennyso [at] mrcpa.com

Audit Manager

Jenny So, CPA

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.

jeannine [at] mrcpa.com

Senior Audit Manager

Jeannine Regalia, CPA

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.

jenny [at] mrcpa.com

Auditor, Accountant and Tax Preparer

Jennifer Jensen

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 assist with audit engagement, tax preparation, and client services.  Jenny also provides oversight as the Administrative Officer of the Firm.

Jennyis 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. 

valerie [at] mrcpa.com

Senior Auditor

Valerie Regalia, CPA

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 also provides tax support where she assists with the preparation of Federal Form 990 for the firm's nonprofit clients.

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.

susan [at] mrcpa.com

TAX PROFESSIONAL

Susan Regalia, CPA

Susan began her career with Peat Marwick Mitchell & Co. (now KPMG Peat Marwick) in 1981 and worked for seven years in the Oakland office, first in KPMG’s Audit Department and then transferring to the Firm’s Tax Department providing tax preparation and tax planning to a multitude of institutional, corporate, and individual clients.

After leaving KPMG, Susan worked as an independent accounting consultant for several Bay Area companies. Susan provided operational oversight to R.J. Builders in San Ramon and TransTech in Emeryville. She graduated summa cum laude from California State University, Hayward, with a Bachelor of Science degree in Business Administration.

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.