| THE FIRM Wain, Samuel & Co. LLP, Certified Public Accountants, is a diversified full-service firm established on the Peninsula in 1962, by Jack Wain and Howard Samuel. The founders retired in 1986, at which time the firm had a partner and staff complement of approximately 25 members. In the early 90s several partners left the firm and Mark Setzen and Tom Friebel continued the partnership under its original name, retaining a substantial % of the original clients. Improvements in technology and productivity, the elimination of low-end services such as basic bookkeeping, and concentration on higher-end services has enabled the firm to operate efficiently with a stable complement of two partners and four professional and administrative staff members. Our philosophy of person-to-person service means that all engagements for a client are under the supervision of one person, the Partner-in-Charge. Other specialists from our staff are assigned to the engagement as required. Our professional staff includes a Certified Public Accountant with an M.S. in Taxation, who assists with complex tax returns, tax research, and estate planning.
PARTNER PROFILES Tom was born on the Peninsula and graduated with distinction from San Jose State University with a B.S. degree in Business Administration. He joined Wain, Samuel as a staff accountant after becoming a CPA, and he was admitted to the partnership in 1983. He has experience in many areas of public accounting, and his primary interests are in tax planning, financial statement preparation, and accounting and management services. Tom is responsible for the firm's continuing and successful compliance with and membership in the quality control and peer review programs of the AICPA. Mark was born in South Africa, and graduated with Bachelor's degrees in Commerce and Science from the University of Cape Town. He passed the professional exams in South Africa and Canada, and is a member of both the South African and Ontario (Canada) Institutes of Chartered Accountants. Prior to joining Wain, Samuel he was a Real Estate Controller, first for a large private developer in Johannesburg, and later for a major Canadian food and general merchandise corporation in Toronto (listed on the TSE). In addition, he was co-founder of MasterMath, an audio-visual Math tutoring school in Toronto. Mark joined Wain, Samuel in 1984, became a CPA in 1986, and was admitted to the partnership in 1987. Mark has been active in community affairs and has served on the boards of several non-profit organizations. He is CFO of the San Francisco Bay Task Force '94, a non-profit corporation that was successful in bringing 1994 World Cup Soccer to the Bay Area. This organization continues to support soccer programs for underprivileged youth in the Bay Area. Mark's areas of primary interest are tax planning, foreign issues, investigative accounting, and management services.
DIRECTIONS AND CONTACT INFORMATION
telephone: 650-349-2331
From San Francisco
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We are located at 411 Borel Ave, Suite 210, San Mateo, CA