A man pointing on a bar chart

OUR PRIMARY AREAS OF FOCUS ARE:

Download Technology Industry Overview

Get More Info

OUM has been providing financial services to technology companies for decades. We provide audit, tax, and risk advisory services to companies ranging from small start-ups to internationally recognized public companies in the fields of software, semi-conductors, web-based services, cloud and data storage, and networking and communication devices.

ACCOUNTING AND ASSURANCE

From start-ups to large, multinational businesses both publicly traded and private sectors, OUM’s CPA professionals have the right experience to tailor our audit and attest services to the unique situations of each client.

In addition to providing our clients an independent and objective view of their financial information, we offer valuable insight and advice on corporate governance and business practices, with the overall objective of enhancing shareholder value and managing business risks.

  • Financial Statement Audits for Public & Privately-held Companies
  • Complex Accounting Consultations
  • Employee Benefit Plan Audits
  • A-133/Single Audits
  • Financial Statement Reviews & Compilations
  • Agreed Upon Procedures, Due Diligence Services, IPO Readiness

TAX

A deep tax technical expertise coupled with decades of real-world practical experience serving some of the most complex businesses are what make us different from other firms our size. Whether it’s preparing your first Form 1120, or thinking about expanding offshore, our scalable business tax services can be tailored to fit your unique and growing business needs.

  • Federal and State Income Tax Compliance
  • Tax Consulting and Compliance
  • Tax Provision (ASC 740/450)
  • State and Local Transaction Tax Compliance and Consulting
  • IRS and State Authority Tax Audit Representation and Tax Controversies

BUSINESS CONSULTING

Our business consulting services have helped a multitude of companies from small closely-held businesses to large multinational publicly traded corporations, achieve their tax and accounting objectives.

  • Outsourced Solutions
  • Business Acquisition & Succession Planning
  • State Nexus & Taxability Review
  • Transactional (Mergers and Acquisitions) Consulting
  • Tax Accounting Method Studies
  • Business Restructuring Tax Impact Analysis

RISK ADVISORY

OUM’s risk management team has the experience and agility to assist you with your enterprise risk management needs. Engage OUM and benefit from the efficiencies of working with CISA (Certified Information Systems Auditor) certified IT auditors. We can identify and address the risks of fraud, data breaches, and reporting errors – and help inspire trust among your customers and investors.

  • SOX Compliance
  • Internal Audit Services
  • Cybersecurity
  • Third Party Assurance (SOC 1/SOC 2/SOC 3)
  • ISO27001 Advisory & Pre-Implementation Audits
  • Privacy Services

The OUM team has exceeded my expectations. They’re not just a trusted source for all things tax and audit, but the team rolled up their sleeves and worked with us on registering in the states where we had economic nexus. Would most definitely recommend OUM. The team are ROCK STARS!

Viv SakovichViv Sakovich, VP of Finance, Animoto Inc.

CLIENTS

Esko directly
BroadVision ceres
SoFi paykii

AWARDS & RECOGNITION

Move Best Firm 2020
INSIDE 2020
BOOKLIST
BDO
Cal CPA member

Get More Info

We have come to think of OUM as a strong partner. They guide us, give advice, and always provide recommendations that are in the best interest of our business model. Besides providing us with exceptional accounting and tax services, they are a true pleasure to work with. They’ve become a trusted expert advisor that we’ve come to rely on for their knowledge, expertise, responsiveness, and efficiency. It helps that they understand our business and are able to grow with us while keeping us compliant throughout the years.

Veronica Sagastume, Business Consultant, Kespry, Inc.

The OUM team has exceeded my expectations. They’re not just a trusted source for all things tax and audit, but the team rolled up their sleeves and worked with us on registering in the states where we had economic nexus. Would most definitely recommend OUM. The team are ROCK STARS!

Viv Sakovich, VP of Finance, Animoto Inc.
OUM has been a great partner for SolarCity. They have consistently brought us unique expertise in evaluating accounting issues for complex electronic financial platforms. They do great work, and they do it at start-up speed.
Tim Newell, Vice President of Financial Products, SolarCity

Please fill out the form to find out more about our Technology practice, and how we can support your publicly traded or private company.






LEAD CONTACTS

Warren Chung
Warren ChungPartner – Tax Services
Mustafa Kagalwala
Mustafa KagalwalaIT Advisory Director
Scott Miller
Scott MillerPartner - Assurance & Advisory
Chris Millias
Chris MilliasPartner - Assurance & Advisory
Doug Pallotta
Doug PallottaPartner - Assurance & Advisory
Darwin Pangilinan
Darwin PangilinanPartner - Assurance & Advisory
Brad Weisert
Brad WeisertPartner - Tax Services
Jennifer Wong
Jennifer WongPartner - Tax Services