About Us
W. Jeff Spencer, CPA
Jeff is a California Certified Public Accountant - (License Number 40535E), a member of the California Society of CPAs, and holds
NASD Series 6 and 63 Licenses. He has over 30 years experience in financial consulting, accounting and tax preparation. He earned his B.A. in Accounting from Golden Gate University, San Francisco in 1981. Since 1988 he has provided trusted financial advising to the Sonoma Valley. His practice emphasizes tax and accounting for over 2,500 business and individual clients including many real estate agents,
restaurants and non-profits.
As an active member of the community, Jeff has volunteered as Treasurer and Founder of Sonoma Charter School Fundraising, Inc., as President of Pets Lifeline, Inc., and was a former Member and Treasurer of Valley of the Moon Lions Club. He also coached Little League for 15 years. He is proud to serve his community and offer sound financial guidance and tax services to individuals and businesses.
Meet the Team
Peggie Dobbs
Ronald Polverari
Ronald Polverari
Peggie Dobbs has been working with Jeff since 2001. She had previously worked for her father who was a self-employed tax preparer with his own business. As Jeff's office manager, she schedules all of his appointments and handles the personalized care of his clients. She is CTEC certified and aids him in the preparation of personal income taxes, along with corporate, fiduciary, partnerships and non-profit returns.
Ronald Polverari
Ronald Polverari
Ronald Polverari
Ron has been with us since 2013. His past professional experience includes 13 years as a computer operator/programmer with the Department of Defense. He also worked with the USPS for 20 years.
Noel Barbulesco -- Retired
Noel Barbulesco -- Retired
Noel Barbulesco -- Retired
Noel joined the team in 2010 and provided critical expertise in Investments, Real Estate, Charitable Giving, ITIN, Retirement, Military, and Small Business. He has 35 years manufacturing experience as a Mechanical Engineer and General Manager. Noel has a B.A. from Kalamazoo College, and a M.S. from University of Illinois.
Jake Di Trapani
Noel Barbulesco -- Retired
Noel Barbulesco -- Retired
Since 2010, Jake brings over 23 years of tax experience and 8 years of home loan brokerage. A Certified Enrolled Agent (EA), she provides expertise in areas of Investments, Real Estate, Charitable Giving, Foreign Income, Retirement, Multi-State Income, Tax Planning, and IRS/State Notices/Audits.