About Our Firm
Perotti And Carrade CPAs's roots run deep in Marin County. We are an outgrowth of a firm founded in Larkspur in the 1940's. Today we serve clients in every county of the San Francisco Bay Area, which include the counties of Marin, San Francisco, Sonoma, Napa, Alameda, Contra Costa, San Mateo, Solano, and many other parts of California and throughout the country. For years, Perotti and Carrade has been providing quality, personalized financial guidance to individuals and businesses. Perotti and Carrade's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Perotti and Carrade is one of the leading firms in and throughout California. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
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 through research and sound analysis. Perotti and Carrade is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Larkspur's business community for years, and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around Larkspur. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Perotti and Carrade receive competent and timely advice.
Denis E. Carrade joined the firm in 1982.
His background includes a total of thirty-five years of intensive tax experience. His experience includes service with the Franchise Tax Board and Moss Adams, a west coast regional certified public accounting firm.
Denis graduated from the University of Santa Clara and received his Masters of Taxation degree from Golden Gate University.
In addition, he has dealt extensively with real estate development, corporate, partnership and individual taxation. Denis also acts as an expert witness in litigation matters and business valuation matters. Denis was formerly a member of the Board of Directors of the Novato Youth Center and the Marin Alano Club. He now serves on the board of the Family Law Center.
Denis is a native of Marin County. Growing up in Greenbrae, he schooled at Greenbrae elementary school, Adeline E. Kent junior high school and graduated from Redwood High School in 1971. After high school Denis went on to study accounting at University of Santa Clara, graduating in 1975 with a Bachelors in Science of Commerce with an accounting emphasis. While working Denis obtained his Master's Degree in Taxation from Golden Gate University completing that program in 1982.
Upon graduation from Santa Clara he started his long career in accounting by joining the Franchise Tax Board. Three years of working for the government helped him learn tax law and understand how the government operates. This knowledge has been invaluable when handling audit situations for clients with government agencies. In 1979 he left government service and went to work for a West Coast regional CPA firm in San Francisco. During that stint he completed the work necessary to obtain his CPA certificate and helped open the Santa Rosa office of that firm. Then in 1982 Denis joined the predecessor firm of Perotti & Carrade as their tax Manager bringing with him not only his extensive tax law knowledge but the knowledge of how to run an efficient tax department for the firm. In 1984 a change of life move took Denis to join a real estate development company as the financial vice-president. In 1985 after a year and a half Denis realized that he missed the challenges of tax law and helping clients navigate those mazes. So, he came back to work for the same CPA firm he had left the year before. Then in May 1986 that firm split up and Denis joined with Perotti (Dave) to found and create Perotti & Carrade. Denis manages the tax side of the firm. Denis & Dave have been together since 1986 (now 25 years) working out of the same offices building a firm that is now 5 times larger than when they first started.
In the 39 years that Denis has been in the tax and accounting business he has gained a very broad range of extensive tax knowledge and experience. His areas of expertise cross the entire spectrum of tax law including individual, corporate, partnership, estate and trust law. His real estate development experience provides Denis with an extra special insight in that field. He has also been extensively involved over the years in estate planning field. Denis has also been involved in the litigation support field in family law and business valuation matters. Over the years Denis has been personally and professionally involved in the non-profit world. He has served at various times as a Board member for Novato Youth Center, Marin Alano Club, Novato Theatre Restoration Committee and the Family and Children's Law Center.
Kathryn E. Harris joined our firm in 2005.
With more than fifteen years of providing accounting, attestation and tax experience to several clients and in several industries, Kathryn became a shareholder in 2018.
Kathryn is primarily responsible for providing financial statement attestation services for our business clients. In this connection her clients include a significant number of non-profit as well as for profit organizations and retirement plans. Industries in which Kathryn has significant experience include: real estate management and development, affordable housing, wholesale distribution, customs house brokerage, and professional services. Non-profit organizations include: social services, affordable housing, educational and membership organizations including non-profits who are subject to uniform guidance.
Kathryn also provides income tax assistance to a number of clients, both individuals and businesses. She also assists companies in mitigating accounting systems or in system creation.
Marc S. Samborski joined the Firm in February, 1989.
Before joining our Firm, Marc had seven years experience with two local CPA firms in San Francisco.
He graduated with a BS in Accounting at Golden Gate University and subsequently earned his Masters in Accounting and Taxation also from Golden Gate University. He received his CPA certificate in March, 1985.
In the 38 years that Marc has been in the tax and accounting business he has gained a very broad range of extensive tax knowledge and experience. His areas of expertise cross the entire spectrum of tax law, including individual, corporation, partnership, estate, trust and non-profit. He can also assist with form 5227 for charitable remainder trusts and charitable lead trusts and form 990-PF for private foundations.
He has also been extensively involved over the years in the trust and estate planning field, including extensive experience assisting attorneys with trust income tax filings such as form 1041 and estate tax form 706 filings,
Marc also has significant experience assisting individual and small companies with foreign filing issues, such as FBAR filings, form 8938, form 5471, form 5472 and form 8865. He can assist US corporations that have foreign subsidiaries or foreign corporations that own US subsidiaries. He can also provide US expat tax preparation services. He has had clients from the United Kingdom, Germany, France, Spain, and Mexico for example. He does speak German and some French. He has assisted attorneys with their clients IRS OVDP filings.
He also has significant experience with oil and gas operations, including companies that are small independent oil & gas producers and royalty owners, including depletion issues and alternative minimum tax issues.
He has had extensive experience with multistate and composite state filings for both individuals and types of business entities.
Marc is also responsible for maintaining our computer network and assisting with our computer system design and upgrades.