PKF San Francisco, California, USA

  
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PKF is a professional corporation of certified public accountants incorporated in California in 1992.  We are a relatively new company with an 80-year tradition of excellence and quality client service, as we trace our roots back to the Pannell Kerr Forster accounting firm that was founded in 1911.

In California, PKF has offices in San Francisco, Los Angeles and San Diego.  Other PKF offices are located in New York, Boston, Washington D.C., and Houston.  We also maintain close affiliations with CPA firms in Atlanta, Birmingham, Chicago, Denver, and Phoenix.  All are members of the PKF Worldwide Association and all work in cooperation to provide clients with a wide U.S. network of services.

In any business, the quality of service depends on the people who provide it.  At PKF, our directors and professional staff are dedicated to honoring an 80-year tradition of excellence and commitment to quality client service.  We are staffed to serve you and serve you well.


Ronald E. Bersaglieri, CPA

Ron Bersaglieri is the Director in charge of the San Francisco practice and head of its tax department.  In his three-decade career, he has served clients in the hospitality industry – hotels, motels, restaurants, and clubs – as well as in non-profit associations, information technology, and a wide variety of real estate entities.  Engagements he has overseen include individuals, partnerships, and closely held and regular corporations, both domestic and multinational.

Mr. Bersaglieri is the Director in charge of assignments related to tax compliance, tax planning, and litigation.  He serves as director in charge of various audit engagements for clubs, hotels, and information technology companies.

He is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, and serves on the Tax Committee of the San Francisco Chapter of the California Society of CPAs. He holds a B.A. in Accounting from San Francisco State University.  Formerly, he was a Partner with Pannell Kerr Forster, where he headed that firm’s San Francisco practice.  Currently, he is a member of the PKF National Tax and Club Committee.  Contact Ron at rbersaglieri@pkfsf.com.

Richard A. O'Leary, CPA

Richard O’Leary maintains supervisory responsibilities over senior and staff accountants in the PKF - San Francisco practice.  He has overall responsibility for the technical performance of each audit engagement. 

Mr. O’Leary’s experience includes performing audits and reviews of non-profit organizations, social clubs, hotels and motels, as well as clients in the manufacturing, commercial, banking, governmental, and health care industries.   The services he oversees include auditing, accounting, study and evaluation of internal accounting control, and the preparation of management letters, financial statements (including disclosures and accompanying information).  He is experienced with the preparation of corporate, partnership, individual, and non-profit tax and information returns.

For the hospitality industry, he is experienced in conducting specialized studies such as payroll, cash, and food and beverage analysis. He has been involved in the audits of more than 60 hospitality and non-profit clients.

He is a member of the American Institute of Certified Public Accountants, the New York and California societies of Certified Public Accountants, and the International Association of Hospitality Accountants.  He holds a B.B.A. from Iona College in New Rochelle, New York.  Formerly, he was on the staff of the New York office of Pannell Kerr Forster and a manager in that firm’s San Francisco practice.  Contact Richard at roleary@pkfsf.com

Anthony R. Kopp, CPA

Tony Kopp is an Audit Manager for the San Francisco practice. He is responsible for the direct supervision of all staff and senior accountants.  With PKF, he has more than ten years’ experience in performing audits, reviews, compilations, internal control studies, due diligence, and other procedures. Mr. Kopp has worked on PKF engagements in hotel acquisitions and due diligence and in the preparation of consolidated financial statements and the review of tax returns, particularly those involving complex issues.

Prior experience includes both the hospitality and semiconductor industries.  He has served as acting controller for hotels in receivership, where his duties included the installation of new internal controls systems and the hiring and training of hotel accounting staff. 

Mr. Kopp is a member of both the American Institute of Certified Public Accountants and the California Society of CPAs. He holds a B.S. in Accounting from Santa Clara University and a M.S. in Taxation from Golden Gate University in San Francisco.

Joe F. Huie, CPA

 

Joe Huie is a Tax Manager for the San Francisco practice.  He is responsible for the direct supervision of the tax staff.  Mr. Huie reviews and/or prepares complex individual, corporate, nonprofit/exempt, and partnership returns.  He is experienced in preparing complex partnership returns with 100-plus partners and assets of over $15 million, including the preparation of various multi-state and consolidated returns and the analysis of international aspects of taxation, including tax treaties, for clients doing business within and outside the United States.

 

Mr. Huie is experienced in tax planning for individuals with large real estate holdings.  As a former IRS International Examiner, he examined large corporate income tax returns to determine proper tax liabilities in the international arena.

 

He is a member of the California Society of CPAs and holds a B.B.A., with emphasis in accounting, from San Francisco State University.

Elsie K. Yau, CPA

 

Elsie Yau is an Audit Manager for the San Francisco practice.  She is responsible for direct supervision of staff and senior accountants.  With PKF since 1998, Elsie oversees and performs audits, reviews, compilations, internal control studies, due diligence, and other procedures.  She is experienced in the auditing of hotels, clubs, and employee benefits plans.  Her tax experience includes individual, corporate, partnership, exempt organizations, and multi-states filings.

Ms. Yau is a member of the California Society of CPAs and holds a B.S. in computer science from the University of California at Berkeley.  She is fluent in Cantonese.

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