Who we are

Choosing the right CPA firm is critical to the success of any business. The CPA Firm of Sweeney Kovar, LLP has been providing accounting, tax, business consulting and litigation support services to closely held businesses and their owners in the East Bay since 1984.

Conveniently located in Danville, CA, we bring the benefits of a larger organization without sacrificing the attention and personal services that one expects from a local firm. Our structure allows easy access to our dedicated, experienced team of CPAs and the advice you need to achieve greater growth and financial rewards.

We offer a wide range of services:

  • Individual Tax Preparation and Planning
  • Business Tax Preparation and Planning
  • Estate and Trust Planning
  • Audit & Accounting, Reviews and Compilations
  • Litigation and Expert Witness Support
  • QuickBooks Consulting

Our mission is to be your Trusted Advisor and provide each and every client with prompt, friendly, courteous and awesome service. Our team of professionals understands that our success is measured by our client’s success. We take a “hands on” approach and are experienced in a wide variety of industries. We are dedicated to understanding the unique aspects of your business or individual situation.

Our Team

KEVIN M. SWEENEY, CPA / PFS

Partner

Kevin is a founding partner of the Firm, and has over 35 years of public and private industry accounting experience.  He uses his diverse experience to provide relevant advice to clients on business planning and tax issues.  His areas of expertise include accounting and tax advice to various industries, including:

  • Nonprofit organizations
  • Real Estate
  • Distributors

As a financial advisor, Kevin assists clients in achieving their long-term financial goals by providing investment advice and wealth accumulation strategies.

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EDUCATION AND DESIGNATIONS

Kevin received his BS in Accounting from the University of San Francisco and has completed graduate studies in taxation at Golden Gate University.  He has earned the Personal Financial Specialist (PFS) designation from the AICPA.   In addition, he holds Series 7, Series 66, and life insurance licenses.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Kevin is a member of the American Institute of Certified Public Accountants and the California Society of CPA’s. Kevin has served on the Board of Directors of several non-profit organizations including Moreau Catholic high School and The Danny Foundation. He is a member, past-president and past-treasurer of the Kiwanis Club of San Ramon Valley and a graduate of Leadership San Ramon Valley.

Kevin is active in his church, St. Isidore’s, in Danville. Over the years, he has served on the parish council, finance committee, School PTG and coached CYO basketball. He is also a member of the Knights of Columbus.

You can reach Kevin at: kevin@cpask.com || (925) 648-3668

 

JOSEPH C. KOVAR, CPA / PFS

Partner

Joe Kovar is a founding partner of the Firm, and has over 30 years of public accounting experience working with closely-held businesses and their owners in a variety of industries, including:

  • Construction
  • Real Estate
  • Professional service firms
  • Medical and Dental professionals

He also has extensive litigation support experience working on a variety of issues including family law, business disputes, business valuation and lost profits claims.

Joe is also a financial advisor and works closely with clients to provide independent investment advice and wealth accumulation strategies designed to achieve financial goals.

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EDUCATION AND DESIGNATIONS

Joe received his BS in Accounting from Santa Clara University. He also holds an MBA in Finance from Golden Gate University. He has earned the Personal Financial Specialist (PFS) designation from the AICPA. In addition, he holds Series 7, Series 66, and life insurance licenses.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Joe is a member of the American Institute of Certified Public Accountants and the California Society of CPAs. He has been a youth soccer, baseball and basketball coach for various youth organizations in the East Bay.

You can reach Joe at: joe@cpask.com || (925) 648-3662

K.C. KOVAR, CPA / PFS

Manager

K.C. joined the firm in 1992 and has over 25 years of experience in tax planning and preparation for individuals, trusts and closely held businesses. Prior to joining the firm, she worked as a revenue agent and instructor for the Internal Revenue Service and for local CPA firms.

K.C. is also a financial advisor and works closely with clients to provide independent investment advice and wealth accumulation strategies designed to achieve financial goals.

She provides consulting and research in a wide variety of industries and tax related matters including:

  • Business entity selection
  • IRC Section 1031 exchanges
  • Estate, gift and trust tax issues.

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EDUCATION AND DESIGNATIONS

K.C. earned a BA in Management from Saint Mary’s College in Moraga and has completed graduate studies in estate taxation at Golden Gate University.

She has earned the Personal Financial Specialist (PFS) designation from the AICPA. In addition, she holds Series 7, Series 66, and life insurance licenses.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

K.C. is a member of the American Institute of Certified Public Accountants, the California Society of CPAs, the Tri-Valley Estate Planning Council and the Financial Services Institute.

You can reach KC at: kc@cpask.com || (925) 648-3663

SUSAN D. TULIS, CPA

Director

Sue joined the firm in 2012 and has over 20 years of experience in tax planning and preparation for individuals, trusts and closely held businesses. Prior to joining the Firm, Sue owned and operated her own CPA firm in Alamo, CA.

She provides consulting and research in a wide variety of industries and tax related matters including:

  • Business entity selection
  • Medical and dental practices
  • Estate, gift and trust tax issues.

 

EDUCATION AND DESIGNATIONS

Sue earned a BA in Psychology from the University of California at Berkeley and completed accounting studies at California State University at Hayward.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Sue is a member of the American Institute of Certified Public Accountants and the California Society of CPA’s. She is a past member of the Board of Directors for the East Bay Chapter of the California Society of CPAs, and was Treasurer of the Tri-Valley Estate Planning Council.

You can reach Sue at: susan@cpaskllp.com || (925) 648-3674

STEPHEN TONJES, CPA

Director

Steve joined the firm in 2014 and specializes in small businesses (S-Corps, Partnerships) and individuals. Prior to joining the firm, he was a Partner at Tomei & Tonjes.

EDUCATION AND DESIGNATIONS

Steve received his Bachelor’s in Accounting at California State University at Hayward.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Steve is currently a member of CalCPA and the AICPA. He enjoys spending time with his family, friends and his two adorable Basset hounds.

You can reach Steve at: steve@cpaskllp.com || (925) 648-3666

LYNN GARDNER, CPA / PFS

Accountant and Advisor

Lynn joined the firm in 2016 and has over 30 years of experience in tax planning and preparation for individuals, trusts and closely held businesses. Prior to joining the Firm, she worked for national and local CPA firms.

EDUCATION AND DESIGNATIONS

Lynn received a Bachelor’s Degree and Secondary Teaching Credential from the University of California, Berkeley; an Accounting Certificate from the UC Extension and a Master’s Degree in Taxation from Golden Gate University.  She has earned the Personal Financial Specialist (PFS) designation from the AICPA.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Lynn is a member of the American Institute of Certified Public Accountants, the California Society of CPAs (board director, East Bay Chapter) and Estate Planning Council of Diablo Valley (past president). She also serves on the John Muir Health Foundation Philanthropic Advisor Council.

You can reach Lynn at: lynn@cpaskllp.com || (925) 648-3686

LAURIE L. CASPER, CPA

Accountant and Advisor

Laurie joined the firm in 2016. Prior to joining the Firm, she worked for a local tax practice and wealth management firm.

EDUCATION AND DESIGNATIONS

Laurie earned her BS in Business Administration from the University of California, Berkeley.

She has previously held both the Series 7 and Series 66 licenses

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Laurie’s community involvement includes:

Co-chairing a large school fundraiser; Odyssey of the Mind youth group leader; classroom volunteer; library reader; Teen Esteem community event volunteer;  Cub Scout and Girl Scout Brownie troop volunteer/leader; National Charity League volunteer.

In addition, she has served the roll of “Team Mom” and all-around volunteer for various youth sports teams; assisted with running a baseball team snack shack and regularly volunteered as a baseball and basketball scorekeeper.

Laurie’s favorite activities include spending time with her family and friends, traveling, hiking and enjoying the many activities and beautiful landmarks that the Bay Area has to offer.

You can reach Laurie at: laurie@cpaskllp.com || (925) 648-3672

SEAN WILHELMY, CPA

Accountant and Advisor

Sean joined the firm in 2016. Prior to joining the firm, Sean was an accounting manager at a local telecommunications company. Sean also worked at Deloitte and Touche LLP and specialized in clients ranging from financial services to private equity and venture capital.

EDUCATION AND DESIGNATIONS

Sean graduated from the Univesity of California, Berkeley with a degree in Economics. Sean also received a certificate in general management from Stanford University.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Sean is a member of the AICPA and CalCPA.

Sean serves on the Board of several local nonprofits including the Terrance Kelley Youth Foundation. In his extra time, he enjoys rugby and spending time with family and friends.

You can reach Sean at: sean@cpaskllp.com || (925) 648-3685

JENNIFER K. NG, CPA

Accountant and Advisor

Jennifer has over 10 years of experience working with individuals, small businesses and nonprofit organizations. Prior to joining the firm she worked at a large Fortune 100 company and other regional accounting firms.

EDUCATION AND DESIGNATIONS

Jennifer received a Bachelor’s Degree from the University of California, Berkeley. She is currently pursuing a Masters in Taxation at Golden Gate University. She is also a graduate of the CalCPA Leadership Institute.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Jennifer is currently a member of the AICPA and CalCPA. She is actively involved with the CalCPA and is a member of the the CalCPA Scholarship Committee. In her extra time, she enjoys cooking, reading and musical theater.

You can reach Jennifer at: jennifer.ng@cpaskllp.com || (925) 648-3661

LING MEI, CPA / MSA

Accountant and Advisor

Ling joined the Firm in 2015. Prior to joining Sweeney Kovar, she worked at several local tax firms.

EDUCATION AND DESIGNATIONS

Ling earned her Bachelor’s of Science in Chemical Engineering from Tsinghua University in Beijing, China. She also received a Masters in Accounting from San Jose State University.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Ling is currently the Treasurer of the Disney Elementary School Education Foundation and is actively involved in the PTA. Her favorite activities include traveling and spending time with family and friends.

You can reach Ling at: ling@cpaskllp.com || (925) 648-3677

ERIC TING, CPA / MST

Accountant and Advisor

Eric joined the Firm in 2013 and specializes in nonprofits and small businesses.

EDUCATION AND DESIGNATIONS

Eric graduated from the University of the Pacific with a Bachelor’s degree in Business Administration. He also received a Master’s degree in Taxation from Golden Gate University.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Eric is currently a member of CalCPA and is also a Certified Quickbooks ProAdvisor. In his extra time, Eric enjoys reading and spending time with family and friends.

You can reach Eric at: eric@cpaskllp.com || (925) 648-3660

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. Insurance Services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the states of CA, DC, FL, GA, OR, IN, MD, MI, NV, TX and WA and insurance (license numbers OE04420, OD47435, OF22859) in CA and FL. This is not an offer to sell securities in any other state or jurisdiction.