The Firm

Ullrich Delevati, CPAs was founded in 1980 by Managing Partner, Marcus E. Ullrich. Anthony J. Delevati joined the accounting firm the following year and together, they set out to grow the business. James Engstrom, Principal is in charge of the West Sacramento Office. Over the years, Ullrich Delevati grew into the firm it is today, with two Partners, one Principal and 12 accounting professionals and support staff. The Firm has invested in advanced education degrees and licenses by having four members of the staff with MBA’s in taxation and a Certified Valuation Analyst.

Rooted in the core values of integrity, trust and professionalism, Ullrich Delevati, CPAs, is dedicated to providing financial expertise, sound business advice and personalized tax planning services to help our clients achieve the bright financial futures they deserve!

Marcus E. Ullrich, Managing Partner

  • Certified Public Accountant
  • Certified Valuation Analyst - National Association of Certified Valuation Analysts
  • M.B.A., Tax - Golden Gate University
  • Bachelor of Science, Business Administration/Accounting - University of Nevada, Reno
  • U.S. Army Veteran: Active service in Field Artillery at Ft. Sill, Oklahoma (1973-1975); promoted to 1st Lieutenant while assigned to the Army Reserves.

As the founding partner of Ullrich Delevati CPAs, Mark Ullrich has not only guided the firm's growth but also established the business practices which have allowed for over three decades of success.

Widely respected for his remarkable ability to successfully combine theoretical concepts with practical applications, Mark’s expertise is developing and delivering innovative solutions for complex tax problems and financial challenges. With over 30 years of experience as a practicing CPA, Mark is a seasoned tax professional who realizes that in order to plan and implement an effective tax strategy that allows the clients to achieve their financial goals, you must thoroughly understand the client’s business and financial needs.

Mark specializes in tax related issues including mergers and acquisitions, offers-in-compromise, business valuation, strategic planning and business consulting. Over the course of his career, Mark has also developed numerous tax credit real estate projects and in his youth served as an actively participanted in his family’s farming business. He currently manages all aspects of the firm's daily operations.

Anthony J. Delevati, 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
  • Bachelor of Science, Business Administration/Accounting - California State University, Hayward Graduated Magna Cum Laude

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 it’s areas of expertise.

Tony recognizes the importance of carefully assessing each client's financial service requirements in order to provide a range of custom services tailored to fit each client’s precise needs. As such, Tony and the Ullrich Delevati team pride themselves on providing personalized accounting services and performing all work with uncompromising quality. Through his advanced training and considerable experience in dealing with complex estate planning engagements, Tony is able to develop innovative proposals and address complex challenges in the specialized areas of estate planning and trust accounting.

Tony's interest in financial matters led him to excel in accounting and his intrigue with computer science allowed him to develop a complementary expertise in that field.
With his unique skills and background, Tony oversees the firm's day-to-day accounting operations and is the resident expert of Ullrich Delevati's estate planning services team and manages the Firm’s IT services.

James G. Engstrom, Principal (West Sacramento Office)

  • Certified Public Accountant
  • Licensed California Real Estate Broker
  • M.S., Tax - Golden Gate University
  • Bachelor of Science, Business Administration - California State University, Chico
  • Bachelor of Science, Accounting - National University *Graduated Magna Cum Laude

A skilled negotiator, Jim Engstrom has a solid business background and is equally adept at managing corporate finances and working with people. He brings a blend of experience ranging from real estate and retail endeavors to his prior experience working in a “Big Four” accounting firm.

Jim heads the West Sacramento office of Ullrich Delevati, CPAs and specializes in business consulting and financial planning. As a licensed real estate broker, Jim has extensive knowledge and experience in owning and operating commercial real estate ventures. He is also quite business savvy and thoroughly familiar with all aspects of running a successful business. Jim’s broad knowledge base includes taxation of business entities, marketing, and business operations. His areas of professional interest include taxation strategies, budgeting and forecasting, structuring 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 industries.