Concierge-level tax and advisory. Fast answers. A CPA who stays with you.

Andrew (Rudy) K Malmanis, CPA

Certified Public Accountant

A note to you

Hi there. My nickname is Rudy, and I'm a CPA based in Mendocino County, California. I'm a different kind of CPA. I intentionally keep a small client base so I can be responsive, turn work around quickly, and give each client the attention they deserve. You won't be one of hundreds. I don't just file last year's return and move on. I stay with you throughout the year, working with you on both the business and personal sides of your financial life.

I work with large and medium-sized businesses, closely held companies and their owners, families, and high-net-worth individuals—including clients with complex, multi-entity situations—throughout the San Francisco Bay Area and Northern California.

Warmest Regards,
~Rudy

When you call or write, you're talking to me.

Let's talk

What I Do

Every engagement is hands-on. No junior staffer. No waiting on a portal. You get clear next steps, timely replies, and someone who will sit with you through the hard parts.

Tax

Returns, basis, digital assets, multi-state.

  • Tax Preparation

    Individual, partnership, S and C corporation, LLC, estate, trust, and gift returns. From straightforward filings to highly complex, multi-entity situations, I handle the details and stay with you from documents through filing.

  • Digital Asset Tax

    Tax compliance and advisory for cryptocurrency and digital assets. I help with recordkeeping, reporting, and planning so you understand the tax consequences before and after transactions.

  • Tax Basis Studies

    Stock, partnership, and asset basis studies for sales, gifts, estates, and complex historical situations. I reconstruct and document the basis and explain how it affects your tax position.

  • Multi-State Tax

    Nexus studies, multi-state returns, and tax consultation when you live, sell, or operate across state lines. I identify the exposure, explain what it means, and stay involved as your footprint changes.

Planning

The open year, the family, and the estate.

  • Tax Planning

    Year-round planning that looks ahead as laws, your business, and your life change—so important decisions get made while there is still time to act, not after the year is closed.

  • Family Office Services

    One point of contact for your household's personal, business, estate, and charitable affairs. I coordinate with your other advisors and keep the moving pieces connected, so you don't have to manage your financial life yourself.

  • Estate & Trust Planning

    Tax-focused review of your estate plan, including documents, returns, and how assets move. I work alongside your attorney to help keep the plan coordinated and tax-efficient.

  • Succession Planning

    Planning for ownership and leadership transitions in closely held and family businesses. I work with your attorneys on the tax, basis, and timing considerations so the transition is planned—not improvised.

Business

Structure, deals, and the financials.

  • Business Management Consulting

    Business planning, cash flow, budgeting, forecasting, and feasibility analysis. I serve as a year-round sounding board, keeping financial advice tied to what you're actually trying to build.

  • Business Structure

    Entity selection, reorganizations, and ownership design. I explain the tax and practical tradeoffs and work with your attorney to make sure the structure fits how your business actually operates.

  • M&A Consultation

    Buy- and sell-side transaction support, including tax, structure, and financial considerations. I stay involved through the deal so you have a CPA available when decisions and timelines move quickly.

  • Assurance and Attestation

    Financial statement reviews, compilations, and agreed-upon procedures. I work directly with you, your lenders, and your partners to deliver accurate, timely, and useful financial statements.

About Rudy

Since 2007, I've worked in both public accounting and private industry, giving me a perspective that goes beyond traditional tax preparation. I understand not only the tax and accounting requirements businesses face, but also the practical financial decisions that business owners make every day.

I take pride in using this experience to assist my clients with their compliance needs, as well as their long-term business and personal goals. I believe in taking a holistic approach that considers not only where my clients are today, but also the legacy they want to leave behind. I'm committed to building lasting relationships and serving as a trusted advisor to each client.

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Born and raised in Sonoma County, I relocated to Mendocino County in 2016. I'm a CPA licensed in the State of California and graduated with Distinction from Sonoma State University with a Bachelor of Business Administration degree in Accounting. I'm a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

I look forward to working with you!

LinkedIn

Rudy with his family on a coastal bluff overlooking the ocean

More Reviews

Clients don’t stay because I file a return. They stay because I pick up, I walk them through everything, and I treat them — and their money — like they matter.