BARCKLAY & BARCKLAY
BARCKLAY &  BARCKLAY, CPA
Our Mission
To partner with you to provide quality
advice and service that helps you
maximize your financial potential.
We welcome the opportunity
to serve you.

8
00 S. BROADWAY, SUITE 310
WALNUT CREEK, CA 94596

925-935-7994
415-433-1042
Other offices in the Bay Area
by appointment
Please call
At Barcklay & Barcklay, we strive for professional and personal service.
We take pride in our strong reputation as a client-oriented firm. We know
each individual, family, or small business has goals and specific needs
and tax planning can make a positive impact upon your financial future.

Since 1972our family firm has been serving this community's tax and
small business needs. In 1990 we expanded our services to meet the
multi-faceted concerns of our clients. We incorporated financial and
insurance services.

As a progressive firm, we have achieved a reputation for professional
excellence with a personal touch through consistently striving to maintain
high standards of quality service.
Carolynn M. Barcklay, CFP®
WE WORK WITH PEOPLE,  NOT JUST NUMBERS.
BARCKLAY&  BARCKLAY
David P. Barcklay, CPA
AFFILIATIONS
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
The Estate Planning Council of Diablo Valley
Dave Barcklay,CPA    Carolynn Barcklay, CFP®
Julie Barcklay
ACCOUNTING AND TAXES

julie@bbcpa-cfp.com
SUCCESSFULLY CARING FOR YOUR
FAMILY IS OUR GREATEST PLEASURE.
FEEL FREE TO SHARE OUR NAMES WITH
YOUR FAMILY FRIENDS.