The Firm
We help you remove uncertainty from your finances with guidance you can trust.
In 1980, Marcus E. Ullrich established his accounting firm in Woodland, CA, and Anthony J. Delevati joined the team the next year. Within a decade, they partnered to create Ullrich Delevati CPAs, and together, they set out to grow a practice that would serve and bolster their community.
In the years that followed, we grew from a small partnership to a full-service accounting firm, helping individuals and businesses not just in our immediate community, but beyond in the greater Northern California area and bordering states. In 1995, we added Jim Engstrom as a Principal for our West Sacramento Office.
As our firm grew through the new millennium, so did the dynamics of our team. And in 2020, Mark passed the baton of Managing Partner to Tony while the firm added Senior Accountants Lisa Martinez Dunham and Vivian Plank to the team Partners.
And today, our four Partners, our Principal, and our talented team of accounting professionals and support staff, allows us to bring our clients well-rounded financial expertise, sound business advice, and personalized tax planning services that help them gain clarity and experience the bright financial future they deserve.
Partners & Principal
Marcus E. Ullrich, Partner
- Certified Public Accountant
- Certified Valuation Analyst – National Association of Certified Valuation Analysts
- M.B.A., Tax – Golden Gate University
- B.S., Business Administration/Accounting – University of Nevada, Reno
- First Lieutenant, US Army, Field Artillery
As the founding partner of Ullrich Delevati CPAs, Marcus Ullrich has not only guided the firm’s growth but has also established the business practices and processes that have allowed for our success. With over 40 years of experience as a practicing CPA, Marcus understands that in order to plan and implement an effective tax strategy that allows the clients to achieve their financial goals, one must thoroughly understand the client’s business and financial needs.
Marcus specializes in agricultural accounting, mergers and acquisitions, offers-in-compromise, business valuation, strategic planning, historic rehabilitation projects, and business consulting. His expertise includes developing and delivering innovative solutions for complex tax problems and financial challenges, and he is widely respected for his remarkable ability to successfully combine theoretical concepts with practical applications.
When Marcus isn’t in the office, he enjoys golfing, traveling, spending time with family and friends, and dancing with his wife, Audre. Marcus has always been active in the community and has served on several boards for a variety of organizations. Learn more about his community service here.
Anthony J. Delevati, Managing Partner
- Certified Public Accountant
- Phillip E. Heckerling Institute of Estate Planning, University of Miami Law Center
- Sacramento Valley Estate Planning Council – Past President
- M.B.A., Tax – Golden Gate University
- B.S., Business Administration/Accounting – California State University, Hayward, Graduated Magna Cum Laude
- Chartered Advisor in Philanthropy (CAP)
Master of the analytical, Tony Delevati joined the firm in 1981 and has been actively involved in cultivating Ullrich Delevati’s business practices and honing its areas of expertise.
Tony recognizes the importance of carefully assessing each client’s financial situation in order to provide a range of custom services tailored to fit their precise needs. As such, Tony prides himself on providing personalized tax and accounting services while performing his work with uncompromising quality.
Tony’s advanced training and expertise in estate planning and philanthropic consulting has given him the insight and skills to develop innovative proposals and address the complex challenges in the specialized areas of estate and trust planning and charitable giving.
Tony enjoys listening to action-packed and alternate-reality audiobooks and is anticipating the time when he can resume his woodworking projects and enjoy more of the great outdoors — hunting, fishing, and camping.
Tony also values active community involvement and serves on several boards and committees. Learn more about his community service here.
Lisa Martinez Dunham, Partner
- Certified Public Accountant
- B.S., Business Administration/Accounting – California State University, Long Beach
Lisa Martinez-Dunham has worked with Ullrich Delevati, CPAs since 2014 and became a Partner in 2020. With more than a decade of experience in individual and business tax and accounting, Lisa guides clients with effective accounting solutions in tax preparation, tax planning, financial statement preparations, and more.
As a longtime Woodland resident Lisa is actively involved in supporting the community, currently serving on the Board of Directors as Treasurer for Northern California Children’s Therapy Center and as a member of the Rotary Club of Woodland. Learn more about her community service here.
James G. Engstrom, Principal (West Sacramento Office)
- Certified Public Accountant
- Licensed California Real Estate Broker
- M.S., Tax – Golden Gate University
- B.S., Business Administration – California State University, Chico
- B.S., Accounting – National University *Graduated Magna Cum Laude
Jim Engstrom joined Ullrich Delevati, CPAs in 1995 and heads the West Sacramento office, specializing in tax-related matters, business consulting, agricultural consulting, and everything real estate-related.
As a skilled negotiator, licensed real estate broker, and successful business owner, Jim’s broad knowledge base includes taxation strategies, budgeting and forecasting, marketing, and structuring business operations and business ventures. Jim handles sensitive issues with a high level of diplomacy and provides sound guidance and financial consulting services to a range of individuals and businesses.
Jim values being involved in his community and local organizations and serves the people of West Sacramento in a variety of ways. Learn more about his community service here.