Partners
Timothy R. Moratto, CPA
Partner
Tim is a general service partner with an emphasis on taxation, and is the partner in charge of cost segregation services. He currently serves over 400 clients throughout the western United States and is chairman of Pisenti & Brinker's Wine Industry Services Group.
Tim owned and operated vineyard property in Windsor, California for 22 years and gained considerable experience in the operations and tax issues associated with this industry. He has successfully represented many winery and vineyard clients in front of the IRS and has taught various tax classes at Sonoma State University.
Tim is a graduate of St. Mary's College in Moraga.
Experience
- Corporate, Partnership and Individual Tax Issues
- Audit Representation
- Cash Flow Forecasts
- Cost Segregation Studies
- Entity Analysis
- Estate Planning
- Family Businesses
- Income Tax
- Mergers and Acquisitions
- Product Analysis
- Return Preparation
- Succession Planning
- Strategic Planning
Member Affiliations
- Area Chairman for Ducks Unlimited
- Life Member of California Waterfowl Association
- Past Chairman of the Board of Trustees for St. Joseph Health System of Sonoma County
- Sonoma County Vintners
- AICPA
- California Society of CPA's
James R. Perez, CPA/CITP/CGMA
Partner
Jim has 27 years experience in the accounting profession, including positions held in both public accounting and private industry. He joined Pisenti & Brinker in 1986 and became a partner in 1993.
Jim earned his BA in Management/Accounting at Sonoma State University.
Experience
- Real Estate Development and Leasing
- Financial Services
- Manufacturing
- Technology
- Wineries and Vineyards
In addition to providing assurance services for all of the firm’s business entity clients, Jim’s experience includes:
- Corporate, partnership and individual tax planning and compliance
- Valuation of businesses and intangibles
- IRS/FTB tax controversy representation
- Expert witness services in numerous litigated disputes in federal and state courts involving tax, economic and accounting matters
Member Affiliations
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
- National Association of Certified Valuation Analysts
- Certified Information Technology Professional (AICPA)
- Chartered Global Management Accountant (AICPA)
- SSU School of Business & Economics Students' Choice Award for Excellence in Teaching
Raymond Pounds, CPA
Partner
Ray is the Senior Partner at Pisenti & Brinker responsible for directing Assurance and Advisory Services. His experience comes from working with both a national firm and local/regional firms.
Experience
- Manufacturing
- Agriculture
- Auto Dealerships
- Construction
- Governmental Entities
- Developing Sound Practices
- Hospitality
- Identifying Strengths and Weaknesses
- Review and Documentation of Internal Controls
- Wholesale Distribution
- Wineries
In addition to performing and managing audit, review and compilation engagements for clients, Ray has also provided business advice, assisted clients with writing accounting procedures manuals, and performed special projects including preparation of cash flow projections, reviews of internal control, analysis of cost accounting systems, profitability analysis and organizational structure reviews. Ray is a graduate of the University of California at Berkeley.
William A. Robotham, CPA
Partner
William A. Robotham joined Pisenti & Brinker in 1966 and became a partner in 1969. Bill sees the firm's primary benefit to its clients as helping them succeed financially and personally. His philosophy is to help clients plan and shape their future rather than simply record history. Bill is often asked to serve as a director or advisor to local businesses and is an active participant in many community activities.
Experience
- Timber
- Banks
- Construction Contractors
- Home Builders
- Land Developers
- Tax and Management Consulting
Member Affiliations
- American Cancer Society
- AICPA
- Building Industry Association
- California Society of CPAs
- North Bay Angels
- Randal Nutritional Products, Inc. Board Chairman
- Sonoma County Voluntary Action Agency Charter Board Member