O'Neill & Bergado CPAs

Certified Public Accountants

The Team

Patti ONeill, President

111 W. St. John Street
Suite 1140
San Jose, CA 95113
Main 408-241-4100
Direct 408-775-7790
Fax 408-689-1180
Patti@ONeillBergadoCPAs.com

 

Areas of Focus

Patti ONeill is the President of ONeill & Bergado. Her expertise is in all areas of taxation, from planning to preparation. She has extensive experience in taxation related to all types of entities: individuals, partnerships, corporations, trusts, estates and gift. She has a Master’s of Taxation from Golden Gate University.

She is very experienced in working with the Internal Revenue Service defending taxpayers in audit. She has worked with various Attorneys on estate tax audits gaining valuable experience in understanding what the auditor is looking for in any audit.

Patti works in cases of divorced and divorcing taxpayers. This is a specialized area of the tax law. She understands the nuances and implications of determining community property, allocation of income and expenses, filing status and other relevant topics.

Patti has worked in many varied industries and has practical experience in areas such as restaurants, real estate, retail/wholesale, manufacturing, service industries, gas stations, car washes and agriculture.

Patti believes in the power of planning, whether it be planning for your current year tax situation or planning for your business growth. Patti has worked with many small businesses, leading them through strategic planning sessions to the creation and implementation of growth plans.

 

Professional License and Accreditation

  • Certified Public Accountant, California and Alabama
  • Certified Global Management Accountant
  • Member: American Institute of Certified Public Accountants
  • Member: American Institute of Certified Public Accountants, Tax Division
  • Member: California Society of Certified Public Accountants
  • Past Member: Taxpayer Advocacy Panel (2008-2011)

 

Education

  • Santa Clara University — Bachelor of Science, Economics
  • Golden Gate University — Master of Science, Taxation

 

Community Involvement

Current: Chapter Director, Goldwing Road Riders Association, Chapter CA 2S

Current: Region Treasurer, Goldwing Road Riders Association Region F

Past: Treasurer, Canine Specialized Search Team

Past: Treasurer, Institute of Canine Forensics

Past: National Taxpayer Advocacy Panel

Past: Board Member, Books Aloud, all positions

 

Gale Bergado, Vice President

 

111 W. St. John Street
Suite 1140
San Jose, CA 95113
Main 408-241-4100
Direct 408-775-7800
Fax 408-689-1181
Gale@ONeillBergadoCPAs.com

 

Area of Focus

Gale Bergado is Vice President of ONeill & Bergado.  Gale’s areas of concentration include income tax planning and tax compliance of individuals, corporations, partnerships and trusts. She has considerable experience with financial statement reviews, compilations and certified audits of small businesses, as well as consulting with small to medium size businesses to help improve efficiency of their accounting department and operations. 

 

Business Experience

Gale began her practice of public accounting in San Diego since 1991. In 1994, she began practicing public accounting in San Jose, including four years tax experience with Big 6 public accounting.

 

Professional License and Accreditation

  • Certified Public Accountant, California
  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Quickbooks Pro Advisor
  • Real Estate License 2009-2010

 

Education

  • Bachelor of Science, Accounting, University of San Diego

 

Community Involvement

Past:  Treasurer for a youth travel ice hockey team

Past: Volunteer work at Bellarmine College Preparatory School

Past:  Member of Finance Committee for Holy Spirit School

Past:  Accountant for San Diego District Tennis Association

Past:   Member of Beta Alpha Psi, National Accounting Fraternity

 

Fil Reynoso, Consultant

Frex Haley, Accountant

John Raser, Accountant

Hannah Tanner, Reception/Administration