Individuals & Trusts

Experience You Can Trust

Dealing with personal finances is a complex, time-consuming task that requires a firm grasp of the fast-changing regulatory landscape. At Gilbert, our staff includes CPAs with vast experience helping our clients through myriad financial situations. We offer a variety of services to help your knowledge and financial position. 

Why Gilbert?

At Gilbert, we act as a partner, informing and guiding you through every financial decision to maximize the benefits for you, your family, or your trust. Our staff includes CPAs with vast experience helping others through myriad financial situations. Our goal for you is simple, to help improve your knowledge and financial position.

Our Range of Services

  • Return preparation and e-filing
  • Estate planning
  • Consultation and advice

"Years of experiencing superior service in every respect!"

– Bernard & Sheila Davitto

Key Contacts


Kieth Glen, CPA, MST


Jennifer Iwata, CPA


Helen Berhe, CPA, MPA

Let's Talk

We're here to help and here for you, ready to take on your biggest challenges.