Regalia & Associates

What Regalia & Associates does

Regalia Berger & Berger CPAs, doing business as Regalia & Associates and RB&B CPAs, is a privately held, full-service public accounting firm headquartered in Danville, California, that has served the Bay Area and Northern California since its founding in 1990 by Douglas Regalia, CPA. As of June 1, 2026, the firm comprises 15 professionals — 10 CPAs and 5 professional staff — many of whom began their careers at the largest U.S. accounting firms, including KPMG Peat Marwick, Arthur Andersen, PricewaterhouseCoopers, Ernst & Young, and BDO Seidman. Its service portfolio spans tax preparation and consulting, compilation/review/audit (attest) services for annual financial statements, and advisory consulting for non-standard client needs. The firm's distinguishing vertical is tax-exempt organizations — nonprofits, charities, and related entities — for which it provides specialized audit, Form 990 / California Form 199 / RRF-1 preparation, and consulting, including engagements with healthcare providers and exempt organizations operating internationally (e.g., Myanmar, Costa Rica).

The firm operates on a professional services revenue model: clients receive custom, quote-based engagement pricing with a retainer due upon engagement execution, billing for professional fees and out-of-pocket costs as services are rendered, and a 10-day payment window carrying 3% per month interest on overdue balances. Go-to-market is primarily direct and relationship-driven — inbound via phone (925-314-0390), email to principals, or website contact form — augmented by professional referrals and AICPA/CalCPA institutional membership. Technology is conventional for a small CPA firm: cloud-based storage, electronic data communication, and the ICFiles secure client portal for file exchange; the firm does not host client data and requires clients to download files within 15 days.

Ownership is concentrated among founder-principal Douglas Regalia, CPA, and principals Rachel Berger, CPA (equity owner since January 1, 2025) and David Berger, CPA, alongside principals leading the Tax and Audit departments. The firm maintains AICPA and California State Society of CPA memberships, holds an active AICPA Peer Review "Pass" rating (most recently completed May 2024), and operates without external institutional capital, subsidiaries, or parent company control. The stated value proposition is the combination of large-firm technical expertise with the personalized attention characteristic of a small practice — a positioning the firm reinforces through targeted hiring of Big 4 alumni and niche exempt-organization specialists.

Name

Regalia & Associates

Legal name

Regalia Berger & Berger CPAs

Website

https://mrcpa.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Regalia Berger & Berger CPAs is a privately held, 15-person Bay Area public accounting firm specializing in audit, tax, and consulting services for tax-exempt organizations, with additional services for individuals and business entities, operating from Danville, California since 1990.

Ownership category

akta.pro rank

Headquarters

HQ city

Danville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services (Audit, Tax, and Consulting): The firm generates revenue through professional fees for audit, accounting, tax preparation, tax consulting, and consulting services. The firm requires payment of a retainer upon execution of engagement agreements. Billing is done for professional fees and out-of-pocket costs. Payment is due within ten days of the billing statement date with interest charges of 3% per month on unpaid balances.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Regalia & Associates (d/b/a Regalia Berger & Berger CPAs / RB&B CPAs) is a full-service public accounting firm providing tax preparation, financial statement compilation/review/audit, and consulting services. The firm specializes in serving tax-exempt organizations (nonprofits and charities) and also serves individuals, partnerships, LLCs, corporations, estates, and trusts throughout Northern California.

Product overview

Regalia Berger & Berger CPAs is a full-service public accounting firm offering a unified portfolio of professional services. The core offerings consist of three interconnected service lines: Tax Services (handling tax preparation and consulting for exempt organizations, individuals, partnerships, LLCs, corporations, estates, trusts, inheritance, and gifting), Accounting Services (compilation, review and audit/attest services for annual financial statements), and Consulting Services (advisory support for non-standard business needs). The firm specializes in serving tax-exempt organizations and combines these services with operational guidance to meet client needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax preparation and consulting services for tax-exempt organizations (Form 990, California Form 199, RRF-1), individuals, partnerships, LLCs, C-corporations, S-corporations, estates, trusts, inheritance, and gifting matters.
• Accounting Services (Compilation, Review, and Audit) Compilation, review, and audit (attest) services related to the preparation of annual financial statements or on a special-needs basis for clients including exempt organizations, healthcare providers, and other entities.
• Consulting Services Advisory and consulting services addressing out-of-the-box client needs, including operational guidance, accounting and operational support, and tailored advice for non-standard situations across exempt organizations and business clients.

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• American Institute of Certified Public Accountants (AICPA)coreOthersThe firm is a member of the American Institute of Certified Public Accountants. All active CPAs maintain licensing in accordance with standards established by the AICPA and California State Board of Accountancy. The firm participates in the AICPA Peer Review program.
• California State Society of Certified Public AccountantscoreOthersThe firm and many of its professional staff are members of the California State Society of Certified Public Accountants. All active CPAs maintain licensing in accordance with standards established by the California State Board of Accountancy and the California State Society of CPAs.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Sensiba LLP: Bay Area-based mid-sized CPA and advisory firm with strong nonprofit and tax practice; most comparable in geography, size trajectory, and service mix (recently hired RB&B team member Brenton Du).
• Maze and Associates: San Francisco CPA firm specializing in governmental and nonprofit audit work; highly comparable in technical focus and client profile (recently employed RB&B hire William Brickler).
• Macias Gini & O'Connell, LLP: California-based accounting and advisory firm serving governmental, nonprofit, and healthcare clients; comparable in vertical specialization and regional footprint.
• Myers and Stauffer, LLC: National CPA firm specializing in healthcare and nonprofit audits, including Single Audit and Medicaid-related engagements; directly comparable to RB&B's hospital and exempt-organization audit work.

Broad incumbents

• Armanino LLP: Top-20 US accounting firm headquartered in the Bay Area with substantial nonprofit and tax practice; larger regional incumbent overlapping the same client base.
• BDO USA: Large global accounting network with significant nonprofit and exempt-organization practice; competes for larger engagements and hires talent from the same talent pool (RB&B staff have BDO Seidman heritage).
• Marcum LLP: Top-15 US accounting firm with a strong nonprofit practice; relevant incumbent for larger exempt-organization clients.
• Crowe LLP: Large national accounting firm with significant healthcare and nonprofit audit practice; competes for hospital and Medicaid-related audit work similar to RB&B's engagements.
• Withum: Mid-tier national accounting and advisory firm with substantial nonprofit and employee benefit plan practice; broader competitor with similar technical niches.
• Eide Bailly LLP: Large regional accounting firm serving nonprofit, healthcare, and government clients; comparable at the engagement-type level though geographically less overlapping.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/Regalia-Associates-CPAs-177494005612594

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Regalia & Associates