Judd & Boone CPAS, LLP
Donald G Judd CPA & Allison J Boone CPA
Firm Profile

We value the relationship of our clients and associates. With good communication, we believe we can achieve mutual success.


We are committed to providing close, personal attention to our clients, and take pride in giving you personal assistance that comes from years of advanced training, technical experience and financial acumen. Our continued investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships supports our commitment to excellence.


We are a small firm. Judd & Boone CPAs, LLP was formed on January 1, 2009, as successor to Donald G Judd CPA.


Donald G. Judd has been involved in accounting since joining John F. Forbes & Company in San Francisco in 1960, and has been a California CPA since 1963. He left Forbes in 1967 as the controller of a manufacturing company client in the computer chip industry for three years and then rejoined Forbes in consulting. He was given very responsible assignments by top professionals, working for a diverse group of influencial SF clients. Then he left Forbes again in 1973 to join a real estate management company (Pacific General Development Co (PGDC) as the CFO, where he obtained a real estate broker license and worked for 14 years (outside of public accounting) in real estate asset management investing for a group of UK institutions and US pension funds. Responsible for financial accounting to the UK institutions in their format, to the US pension funds under ERISA and the SEC was demanding. Being subject to audits by outside auditors during this period,( US & UK), added valuable experience. He also developed and negotiated real estate transactions and , with his associates, managed the properties and Funds as the CFO of PGDC and Pacific Realty Advisors (PRA). This involved being responsible for certain real estate projects from beginning to successful sale. The UK funded operation was acquired by one of the UK companies in 1986 and continues today. The US pension Funds continued under the management of PRA (DGJ continued as CFO) until the successful completion of each of the transactions during 1998 and 1999. The result was 27 years of hands on experience with real estate, most often through development to a successful sale years later-- 30 years of CFO experience outside of public accounting, and extensive international experience with the UK, Indonesia, Singapore, and offshore in Jersey and Monaco--and an attempt at a public offering in the UK, working with London stock professionals and real estate specialists.


With the buyout by the UK company scheduled for 1986, he purchased a small CPA practice in Santa Rosa on August 1, 1985, and then practiced as Donald G. Judd CPA until the formation of Judd & Boone CPAs,LLP. The CPA experience is summarized as being 48 years and counting, some during the period of dual roles as a CFO and an independent CPA


Allison Boone CPA is a general partner and a key person in the Firm.


Starting part-time in June 2001, Allison progressed from bookkeeping and payrolls to income tax preparation and audits. Since graduating from Sonoma State in June 2004, she managed the office full-time and was the principal in charge of a number of engagements with increasing responsibilities. Allison successfully completed the CPA examination and the CPA experience requirements, and received her CPA designation. Continuing her professional development, Allison became an owner and general partner in the Firm on January 1, 2009. She now manages most aspects of the Firm.

Allison and her husband, Scott became the proud parents of Isabelle Jenne Boone on May 7, 2010.  Isabelle has been spending some time in our office during the past months.


We have done SEC work-- very early. We have elected NOT to be in that arena. We do audits, but NOT SEC. We will continue to let the big firms do that work. Our firm provides a variety of accounting, tax, financial planning and consulting services. We try to be responsive and proactive to the needs of our clients. Our clients are located in California, Arizona, Oregon, Washington, Utah, Colorado and other states. We try to continue to keep our contacts with our international friends and affiliates.

 

 

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