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 CPA’s 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.

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 CPA’s. He has been a youth soccer, baseball and basketball coach for various youth organizations in the East Bay.

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 CPA’s, the Tri-Valley Estate Planning Council and the Financial Services Institute.

MARY KAY FOSS, CPA

director

Mary Kay Foss joined Sweeney Kovar as a director in 2010.  She has more than thirty years of practical experience in advising clients about retirement, income and estate planning issues. She is a frequent lecturer for community, professional and business groups and has authored and presented courses for tax professionals throughout California.

Mary Kay provides expert consulting and research on a wide variety of tax matters including:

  • Trust, estate and gift taxation
  • Retirement planning
  • Advanced tax planning

 

EDUCATION AND DESIGNATIONS

Mary Kay earned her BS in Accounting from the University of Minnesota.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Ms. Foss is a past chair of both the Estate Planning Committee and the Committee on Taxation of the California Society of Certified Public Accountants. She is a past president of the Estate Planning Council of Diablo Valley, the East Bay Chapter of the CALCPA and the Estate Planning Council of the East Bay. She teaches Retirement Distributions: Planning Options and Top 10 Things Financial Planners Need to Know about Estate Planning for the California CPA Education Foundation and has been quoted in California CPA Magazine as well as national publications.

Mary Kay is also a member and past president of the Danville Rotary.  She is also a Board member of Family Aid Catholic Education of the Oakland Diocese.

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 CPA’s, and was Treasurer of the Tri-Valley Estate Planning Council.

JENNIE L. HOOPES, CPA

manager

Jennie joined the firm in 2007 and has over 20 years of experience in tax planning and preparation for individuals, trusts and closely held businesses. Prior to joining the Firm, she worked in private industry and for national and local CPA firms.

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

  • Business entity selection
  • Short sale and foreclosure issues
  • Estate, gift and trust tax issues.

EDUCATION AND DESIGNATIONS

Jennie earned a BS in Business Administration from the University of California at Berkeley and has completed graduate studies in estate taxation from Golden Gate University.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Jennie is a member of the American Institute of Certified Public Accountants and the California Society of CPA’s.

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.