Alan L. Olsen, CPA, MBA (Tax) Managing Partner

His firm was recently recognized by INSIDE Public Accounting as one of the Best Managed CPA firms in the USA. His firm also garnered both local and national awards for being one of the “Best Places to Work”, and “Fastest Growing Companies” in the Bay Area.

Alan earned a B.S. in Accounting from Brigham Young University and an MBA (Taxation) from California State University at Hayward. Recently, he was honored by more than 7,000 Bay Area alumni recognizing his continuous public service advancement and career accomplishments. He currently serves on President Kim B. Clark’s (Former Dean of the Harvard Business School) Advancement Council at BYU-Idaho.

Alan chaired the Friends of Scouting Campaign raising over $1 million and in 2010 he received the Silver Beaver Award from the Boy Scouts of America for distinguished service to youth. He also received the Chairman’s Award from the Fremont Chamber of Commerce. He continues active in several educational, health care and community foundations.

See also: Alan and Susan Olsen's Philanthropic Commitment to Bay Area Communities, and The Partner's Perspective: An Interview with Alan Olsen.

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Testimonials for Alan Olsen

Alan’s experience in stock options and tax planning have saved us a significant amount of time and money over the years. His technical knowledge and skills are invaluable!
Kamshal & Pawan Agrawal
Cisco Corporation

Alan provides practical solutions to complex financial situations. He and his team take the time to understand your complete financial situation in order to provide you with truly innovative solutions. I know that my future and my family are in safe hands.
Charles Roberts
Former CEO/Founder PrimeCredit

Alan and his team at GROCO provide me financial peace of mind which helps me sleep well at night.
Murat Sonmez
TIBCO Corporation

I rely on Alan for my tax planning.
John Fisher
Draper, Fisher, Jurvetson

Alan and GROCO are an integral part of my financial team.
Joe Lacob
Kleiner, Perkins, Caufield & Byers

Thank you Alan for serving as our family financial advisor.
Harry L. Crosby III
Son of Bing Crosby

Perhaps the true reward of giving to the community is when you inspire others. Consider me as one person you have inspired, Alan.
Stephen Meade
California Bank and Trust

Articles by Alan Olsen

• At Root, Leadership is Service
• Disclaiming An Inheritance
• Selling Gold Coins
• Tax Strategies for the Wealthy: Qualified Personal Residence Trust
• When to Exercise Your Stock Options
• Venture Capital Financing: Structure and Pricing
• Who Benefits Under the Economic Stimulus Plan of 2008
• Avoiding the AMT Trap
• Recent Trends in the Venture Capital Community
• GROCO Warns of Common Tax Filing Mistakes
• Preparing Your Business Plan
• Tax Break for College Tuition Payments
• Small Businesses, Bite a Chunk Out of Your Taxes!
• Ten Tax Planning Ideas for Small Businesses
• Ten Ideas to Enhance Cash Flow
• How to Recession Proof Your Small Business
• 10 Strategies for Preventing an IRS Audit
• 10 Strategies When Handling an IRS Audit
• Tips for the Self Employed in Avoiding the IRS Audit
• 5 Steps to Become a Millionaire
• Ten Questions That You Should Ask Prior to Purchasing a Stock
• Lending Money to Your Corporation
• Effective Uses of Trusts in Estate & Gift Tax Planning
• Homeowners Relief from Real Estate Short Sales Hidden Tax
• 8 Steps for Getting Out of Debt
• 6 Tips to Consider When Faced With Foreclosure
• Real Estate Short Sales May Carry Hidden Tax
• Global Entrepreneurs "Insourcing" Jobs in Northern California
• California Exclusion of 50% Gain from Sales of QSBS
• Representing Yourself Before the IRS
• New Ethics Rules Mean Some CEOs Will Be Hunting for a New CPA
• Making Your Medical Deductions Count
• Deducting the Cost of Your MBA
• Four Types of Income Exclusions
• 8 Rules of Building Wealth