Our Mission

We provide our community with the tools and expertise to achieve financial success. We create an environment of mutual trust and respect with an unwavering commitment to integrity and professional excellence.

About

Chiorini, Hunt & Jacobs has been a part of the Santa Cruz community since 1938. We focus on individuals, businesses and not for profit organizations. We enjoy a solid reputation in the community for excellence, professionalism and personable service. Without question, our focus is to support our clients’ endeavors with all of the skills and experience and ability that we bring to the table.

Team

David Jacobs

David Jacobs

CPA

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Grant
Dow

CPA, MST

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Phuong Mayer

CPA, MSA

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Vanessa Platt

CPA

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Steve Ponciroli

CPA, MBA

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Elaina Shanks

Office Manager

Services Overview

The core of our services are accounting, financial statements, tax compliance and planning

Businesses

There are many paths for small businesses. Strategic planning at the start can result in superior performance during the period of ownership and maximum value at the time of exit.

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Individuals

We offer a broad range of tax, transaction and financial planning services for individuals from the beginning of one’s career through retirement, estate and post mortem planning.

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Not for Profits

Starting a not for profit is a serious undertaking that requires formation of a corporation followed by obtaining IRS and FTB tax exemption status. Not-for-profits often have unique accounting and financial reporting challenges that require clever and efficient use of accounting software.

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