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About Us


For years, Coté & Company, APC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Coté & Company, APC is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Coté & Company, APC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Coté & Company, APC receive competent and timely advice.

Our Team

Robert R. Coté, CPA 415-931-0300

After earning a Bachelor of Science degree in Economics from Boston College and completing graduate coursework in accounting and taxation at Golden Gate University, Bob began his career in accounting in 1975. Bob directs our San Francisco office and our Auditing Department, which provides services for not-for-profit organizations and employee benefit plans throughout Northern California.

Bob co-authored the recently published book, Knowledge-Based Audits of Employee Benefit Plans. The book, released in Spring 2011, is a CCH national publication (click here to purchase a copy) that provides practitioners with the most effective approach for conducting conservative, high-quality audits of employee benefit plans. From the audit strategy and overall audit approach to 403(b) plans and ERISA issues and more, the book features practice pointers, exhibits, and cost-saving measures throughout to help practitioners increase audit efficiency and effectiveness. Bob co-authored the book with Linda Lauer, CPA, CEBS, and Crystal A. Ekanayake, CPA, CEBS.

Susan Kwan, Senior Staff Accountant 415-931-0300 ext . 202
  • Cote & Company, APC
  • 128 10th Street
  • 2nd Floor
  • San Francisco, CA 94103
  • Telephone: (415) 931-0300
  • Fax: (415) 552-5108