Background
For years, Calandra, Tansill & Kendall has been providing quality, personalized financial guidance to local individuals and businesses. Calandra, Tansill & Kendall's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Calandra, Tansill & Kendall is dedicated to meeting these goals with high standards of excellence and professionalism.
Our Team
Jim has over 40 years of experience as a CPA, the last 25 plus on the Monterey Peninsula. Jim is a licensed California Real Estate Broker as well as a Certified Public Accountant.
Jim’s practice includes accounting, tax preparation and consultation. He keeps abreast of all the latest laws & class requirements for all of his many licenses. He is confident & secure that his advice is timely & lawful. Jim keeps his clients informed of all changes in current tax law.
Education:
- B.S. in Accounting, Fresno State University
Professional Designation:
- Certified Public Accountant in California
- California Society of CPA’s
- American Institute of Certified Public Accountants
- Licensed California Real Estate Broker
- Individual and Small Business Taxation
- Accounting and Auditing
- Partnerships
- S-Corps
- Corporations
- Limited Liability Corporations
- Non-profits
- Estates and Trusts
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Member of the Pacific Grove Chamber of Commerce
- Board Member Monterey County Credit Union
- Past President Rotary Clubs of Pacific Grove, Fresno Metropolitan & Central Marin
- Past President of the Muscular Dystrophy Association of Fresno County
- Past President of the Pacheco Club
- Past Director of the Episcopal Home Foundation
jim@ctkcpa.com 831.372.3877
Every client needs accurate, timely and exemplary tax preparation. Through extensive training and experience Pete assists his clients all year long implementing strategies to maximize wealth and improve cash flow. He takes a proactive approach to helping his clients, including both individuals and small businesses, to address complex tax issues with solid advice and innovative ideas. It’s the kind of work that CPA’s love to tackle and Pete is great at it.
With more than 25 years of experience in the tax and accounting industry, Pete's practice specializes in helping individuals and small businesses with the following needs: tax planning and preparation, accounting and auditing, litigation support, business valuation, due diligence and acquisition or sale negotiations. He also acts as interim Controller and provides CFO assistance for small business clients. Helping his clients address complicated tax problems and provide innovative solutions to simplify their financial life is his passion.
Education:- B.S. in Accounting, San Diego State University - Magna Cum Laude
- Certified Public Accountant in California
- Certified in Financial Forensics
- California Society of CPA’s
- American Institute of Certified Public Accountants
- Individual and Small Business Taxation
- Accounting
- Partnerships
- S-Corps
- Corporations
- Limited Liability Corporations
- Non-profits
- Estates and Trusts
- Forensic and Fraud Accounting
- Litigation Support
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Member of the Pacific Grove Chamber of Commerce
- President Monterey Peninsula Sunrise Rotary Club
- Board Member Monterey Peninsula Rotary Fund
- Supervisory Committee Member Monterey Credit Union
- Treasurer International Wine & Food Society; Monterey Peninsula Branch
- Advisory Council Boys and Girls Clubs of Monterey County
- Former Vice Chairman City of Pacific Grove Budget and Finance
- Former Chairman City of Pacific Grove Recreation Department
- AT&T Pebble Beach Pro-Am volunteer
pete@ctkcpa.com 831.372.3877 x105
Susan offers comprehensive financial strategies tailored with the client’s personal needs, goals and values in mind. She helps her clients make wise financial choices about their money by developing and implementing a written financial strategy, a written financial roadmap to minimize taxes and pursue wealth. Then she assists them in implementing and monitoring their action roadmap. The nature of financial planning requires a high level of service, is very personal and quite complex. It is a process that demands organization and attention to detail. The kind of work most CPAs love to tackle.
With more than 30 years of experience in the tax and accounting industry, Susan was one of the first CPAs in California to add financial services to her practice. As an Investment Adviser Representative with Commonwealth Financial Network, she has demonstrated a consistent ability to preserve and help grow the hard-earned assets of her clients, many of who have experienced major life changes including retirement, divorce, or the loss of a spouse.
Education:
- B.S. in Accounting, San Jose State University
- Leadership Institute Monterey Peninsula
- Certified Public Accountant in California
- California Society of CPA’s
- American Institute of Certified Public Accountants
- Certified Financial Planner CFP®
- Accredited Investment Fiduciary AIF®
- Financial Planning Association
- National Association of Enrolled Agents (NAEA)
- California Society of Enrolled Agents (CSEA)
- Individual and Small Business Taxation
- Financial Planning
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Member of the Pacific Grove Chamber of Commerce
- Member of the Pacific Grove Rotary Club
susan@ctkcpa.com 831.372.3877
