california cpa firm

About Us

 

Greenstein, Rogoff, Olsen & Co., LLP is a full-service Certified Public Accounting firm located in the Silicon Valley region of the San Francisco Bay Area. It has been consistently ranked as one of the top family office tax, strategy and advisory firms in the San Francisco Bay Area. Founded by Morey Greenstein, the practice has grown into a premier regional family office tax, strategy and advisory firm with offices in Fremont and Palo Alto. GROCO® provides strategic family office tax, strategy and advisory,  financial, wealth preservation, business valuation, planning and consulting services to high net worth individuals, closely-held businesses and individuals expecting significant liquidity events. Specific expertise includes delivering these services to Venture Capital partners and individuals associated with family offices. Many named partners in the largest VC firms are long-time clients of GROCO. Successful companies that have been assisted by GROCO’s VC clients include:

california cpa firm

About Us

 

Greenstein, Rogoff, Olsen & Co., LLP is a full service Certified Public Accounting firm located in the Silicon Valley region of the San Francisco Bay Area. It has been consistently ranked as one of the top family office tax, strategy and advisory firms in the San Francisco Bay Area. Founded by Morey Greenstein, the practice has grown into a premiere regional accounting firm with offices in Fremont and Palo Alto. GROCO® provides strategic family office tax, strategy and advisory, financial, wealth preservation, business valuation, planning and consulting frim services to high net worth individuals, closely held businesses and individuals expecting significant liquidity events. Specific expertise includes delivering these services to Venture Capital partners and individuals associated with family offices. Many named partners in the largest VC firms are long-time clients of GROCO. Successful companies that have been assisted by GROCO’s VC clients include:

GROCO’s Awards and Recognitions
The Firm is a Member of the Following Professional Organizations

Our Management Team

Alan Olsen, CPA
Managing Partner
Alan Olsen, CPA, MBA (Tax)
Alan Olsen, CPA, MBA (tax) is managing partner at Greenstein, Rogoff, Olsen & Co., LLP (GROCO), and Host of the American Dreams Show KDOW 1220AM. GROCO is a leading tax and family office CPA firm located in the San Francisco Bay Area. GROCO is consistently recognized as one of the top Silicon Valley CPA firms; and a top 25 best managed firm in the country.  With over 25 years of experience in public family office tax, strategy and advisory, he works with some of the most successful venture capitalists and entrepreneurs in the world.  He helps them with innovative family office, tax and business strategies. Alan frequently lectures and writes articles on tax issues for professional organizations and community groups. Media outlets such as Fox News, KPIX, and KRON have looked to Alan to share his business and tax expertise and insights. Alan has been quoted by Bloomberg, CNN Money Magazine, Consumer Reports, and other leading publications.

In addition to his management role at GROCO, Alan is also actively involved in his community. Since 2011 he’s hosted “American Dreams,” a radio and social media show that airs weekly in the San Francisco Bay Area.  Alan has interviewed many of Silicon Valley’s top CEOs, venture capitalists, and other business and technology professionals to learn about their path in life and what it took for them to build their success. He then posts this information online, so anyone that wants to can view it for free, as a way to give back to the community.  The American Dream’s Facebook page has over one million likes. Other community involvement includes being a current member of the Stanford Institute for Economic Policy Research (S.I.E.P.R.). SIEPR’s goal is to improve long-term economic policy. Alan received the Silver Beaver award by the Boy Scouts of America for his many years of distinguished service. Alan earned a B.S. in Accounting from Brigham Young University and earned his MBA at California State University at Hayward.

Founding Partner
Morey Greenstein, CPA

Morey Greenstein is the Founding Partner of Greenstein, Rogoff, Olsen & Co., LLP. The firm began in 1964 as a sole proprietorship and was among the first CPA practices in the new city of Fremont, California. In 1980, Morey opened a second office in Palo Alto to serve his growing client base in the West Bay. With over 50 years of experience, Morey has created a legacy by working with individuals and families who have reshaped the world we live in. Among Morey’s early clientele are a former president of the World Bank and the individual who assisted in both the Berlin Airlift and Marshall Plan to rebuild Europe and Japan after World War II. He also serves the venture capitalists who created companies such as National Semiconductor, Genentech and Compaq. Morey is actively involved in the family office tax, strategy and advisory practice, specializing in wealth preservation strategies for individual clients and closely held businesses. Morey’s clients respect him for his technical expertise and practical approach to complex situations.

california cpa firm
california cpa firm
Partner
Steve Singer, CPA, MS

Throughout his life Steven Singer has been successfully guiding ultra high net worth individuals, entrepreneurs and families through many tax, personal and financial issues. Steve’s experience spans more than 37 years and his unique background and skills in venture and corporate finance, mergers and acquisitions, high net worth individuals, corporate and partnership taxation and strategic planning give him unmatched insight into helping his clients achieve success. He creatively leverages relationships to help his clients grow their businesses and achieve their goals.

Partner
Hal Friedman, JD

Hal Friedman was a Director with Greenstein, Rogoff, Olsen & Co., LLP for 16 years prior to becoming a Partner in 2007. For the past 30 years, Hal has been working as a tax professional and lawyer serving the greater Palo Alto area. His practice experience spans all areas of taxation including closely held corporations and their shareholders, individuals, expatriates and nonresident aliens, and professional practices. Hal holds a bachelor’s degree in Accounting from Pennsylvania State University and a Juris Doctorate from Stanford Law School.

california cpa firm
california cpa firm
Partner
Ron Cohen, CPA, MST

Ron Cohen has more than 33 years experience in public accounting and related industry work. He earned an undergraduate accounting degree from the University of Illinois, Chicago, and then a Masters in Taxation from Golden Gate University. Ron has extensive knowledge in International Tax  advisor and has traveled extensively throughout Europe and Asia handling tax issues. He has also served as a tax director for a company with sales in excess of $2 billion. Ron teaches courses in taxation and financial accounting at Ohlone Community College. Ron lives in Fremont with his wife, who teaches English at Mission San Jose High School, and has two sons. Prior to his life as a CPA advisors, Ron did some stand-up comedy in Chicago and received advice from several comedians with national T.V. shows. However, after observing that the vast majority of comedians have a very low taxable income, Ron decided to follow his father’s example and become a CPA.

Partner
Beth Rasler, CPA

Beth Rasler has been with Greenstein, Rogoff, Olsen & Co., LLP since 1999. Beth received her CPA credentials in 1991 and has been a practicing accountant since 1987. Though a native Californian, Beth spent several years in New Zealand, living on a dairy farm and later working as an auditor for the New Zealand government. Beth is heavily involved in GROCO’s internal training program. She is a graduate of CSU, Stanislaus. Beth is a member of the California Society of Certified Public Accountants, the AICPA, and is an Associate Board Member of the Fremont Education Foundation after serving as their Treasurer for over 14 years. Beth specializes in relationships with high net worth individuals.

california cpa firm
OUR OFFICE
39159 Paseo Padre Parkway Suite 315 Fremont, California 94538
OUR EMAIL
info@groco.com

PHONE NUMBER
+1 (510) 797-8661