Tax Services in Santa Rosa, CA

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Top Santa Rosa, CA Tax Preparers

Denegri & Associates
5 out of 5
Location 800 College Ave, Santa Rosa, CA 95404, USA
Phone (707) 546-1484
Directions
Capitani & Co CPA
Location 1400 N Dutton Ave STE 18, Santa Rosa, CA 95401, USA
Phone (707) 544-2256
Directions
Stameroff Nicholas L CPA MBA
5 out of 5
Location 328 S E St, Santa Rosa, CA 95404, USA
Phone (707) 573-1333
Directions
Pisenti & Brinker LLP
5 out of 5
Location 3562 Round Barn Cir Suite 300, Santa Rosa, CA 95403, USA
Phone (707) 542-3343
Directions
Redwood Tax Service, Inc
4 out of 5
Location 600 McDonald Ave #200, Santa Rosa, CA 95404, USA
Phone (707) 526-2254
Directions
V M Accounting Services
5 out of 5
Location 1101 College Ave ste 240, Santa Rosa, CA 95404, USA
Phone (707) 542-4465
Directions
Gil's Business Tax Services
4 out of 5
Location 1534 Sebastopol Rd, Santa Rosa, CA 95407, USA
Phone (707) 523-2192
Directions
Scheuer Tax Services
5 out of 5
Location 1313 College Ave, Santa Rosa, CA 95404, USA
Phone (707) 546-4271
Directions
Judd & Boone CPA's, LLP
Location 1160 N Dutton Ave, Santa Rosa, CA 95401, USA
Phone (707) 579-3425
Directions
Stephens Tax Services
5 out of 5
Location 3430 Mendocino Ave, Santa Rosa, CA 95403, USA
Phone (707) 527-7464
Directions
Howard Thomas M CPA
5 out of 5
Location 501 4th St, Santa Rosa, CA 95401, USA
Phone (707) 576-1008
Directions
Standridge & Associates
5 out of 5
Location 3824 Sebastopol Rd, Santa Rosa, CA 95407, USA
Phone (707) 525-1066
Directions
Cromwell Tax & Bookkeeping
4 out of 5
Location 141 Stony Cir Suite 195, Santa Rosa, CA 95401, USA
Phone (707) 544-0606
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Tax Accountant in Santa Rosa, CA

Where Tax Accountants in Santa Rosa, CA Serve

Santa Rosa, CA is a vibrant city located in Sonoma County, known for its breathtaking natural beauty and rich cultural heritage. From the stunning vineyards to the majestic mountains, Santa Rosa has plenty to offer for both residents and visitors alike. One of the most iconic landmarks in Santa Rosa is the Luther Burbank Home and Gardens, which is a testament to the city's commitment to preserving its history. Another must-see is the Charles M. Schulz Museum, which celebrates the life and work of the beloved Peanuts creator. The city is home to several top employers, including Kaiser Permanente, Santa Rosa Memorial Hospital, and Agilent Technologies. These companies provide excellent job opportunities for locals and contribute to the city's thriving economy. When it comes to major highways and streets, Santa Rosa is well-connected to the rest of the Bay Area via Highway 101 and the SMART train.

Financial Services Related to Tax Planning in Santa Rosa, CA

Banks and Credit Unions

Residents of Santa Rosa, CA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to those who need it, such as loans for starting a business or purchasing a home. Additionally, banks can offer a variety of financial products and services, including checking and savings accounts, credit cards, and investment opportunities. In a city like Santa Rosa, which is known for its wine industry, banks can also provide specialized services for wineries and vineyards, such as financing for equipment and expansion. Furthermore, banks can help residents manage their finances through online banking and mobile apps, which can be especially useful for those who commute to San Francisco or other nearby cities for work. Overall, a bank can be an invaluable resource for the residents of Santa Rosa, providing financial stability and support for both personal and business needs.

Insurance Broker

Residents of Santa Rosa, CA can benefit greatly from the expertise of an insurance broker. With the city's proximity to the coast, many residents may be at risk for flood damage, and a broker can help them find the right flood insurance policy to protect their homes. Additionally, Santa Rosa is known for its high cost of living, and an insurance broker can help residents find affordable health insurance plans that meet their needs. Furthermore, with the recent wildfires that have devastated the area, many residents may be concerned about their home and property insurance coverage. An insurance broker can help them navigate the complexities of these policies and ensure they have adequate coverage. Overall, an insurance broker can provide invaluable assistance to Santa Rosa residents in protecting their homes, health, and financial well-being.

Retirement Planning

Residents of Santa Rosa, CA can benefit from the expertise of a retirement planner in several ways. For instance, a retirement planner can help them navigate the complex tax laws that are unique to California. Santa Rosa residents may also need help with estate planning, given that the city is home to many wealthy retirees who have substantial assets to protect. Additionally, a retirement planner can assist Santa Rosa residents in choosing the best investment vehicles to help them meet their retirement goals. With the city's high cost of living, many Santa Rosa residents may need guidance on how to maximize their savings and minimize their expenses to ensure a comfortable retirement. A retirement planner can also help Santa Rosa residents plan for healthcare costs, which can be particularly high in California, where healthcare is among the most expensive in the nation. Overall, a retirement planner can help Santa Rosa residents navigate the complexities of retirement planning and make informed decisions that will enable them to enjoy a secure and comfortable retirement.

Wealth Management

Residents of Santa Rosa, CA could greatly benefit from the expertise of a wealth manager in a variety of ways. With the city's proximity to both San Francisco and Silicon Valley, many residents have high-paying jobs and complex financial situations. A wealth manager could assist with investment strategies to maximize returns, as well as provide guidance on tax planning and estate planning. Additionally, with the recent devastating wildfires that have affected the area, a wealth manager could help residents navigate insurance claims and rebuild their financial portfolios. The unique blend of urban and rural lifestyles in Santa Rosa also presents challenges when it comes to financial planning, and a wealth manager could provide tailored solutions to meet each individual's needs. Overall, a wealth manager could be an invaluable resource for residents of Santa Rosa, helping them to achieve their financial goals and navigate the complexities of the modern economy.

Financial Advisor

Residents of Santa Rosa, CA could benefit from the guidance of a financial advisor in several ways. One specific aspect of Santa Rosa that could add complexity to financial planning is the high cost of living. With a median home price of $630,000, many residents may struggle to save for retirement or invest in their children's education. A financial advisor could help create a personalized budget and investment plan to maximize their savings and reach their financial goals. Additionally, with the recent wildfires in the area, residents may need assistance navigating insurance claims and rebuilding their homes. A financial advisor could provide guidance on how to allocate funds and make informed decisions during the rebuilding process. Overall, a financial advisor can provide valuable support and expertise to help Santa Rosa residents achieve financial stability and security.

Mortgage Loan Officer

Residents of Santa Rosa, CA can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can provide guidance on the best mortgage options available to residents based on their financial situation and credit score. With the high cost of living in Santa Rosa, residents need to find affordable mortgage options that will allow them to own homes without straining their finances. A mortgage loan officer can also help residents navigate the complex process of applying for a mortgage, including filling out paperwork, gathering necessary documents, and understanding the terms and conditions of the mortgage. Additionally, a mortgage loan officer can help residents take advantage of government programs designed to assist first-time homebuyers in Santa Rosa, such as down payment assistance programs. With the help of a mortgage loan officer, residents of Santa Rosa can achieve their dream of owning a home in this beautiful city.

Estate Planning Lawyer

Residents of Santa Rosa, CA could greatly benefit from the services of an estate planning lawyer. Specifically, due to the high incidence of wildfires in the region, an estate planning lawyer can assist residents in creating a comprehensive plan for their assets in the event of a disaster. This plan may include designating beneficiaries for insurance policies and retirement accounts, creating a trust to protect assets, and ensuring that legal documents are up-to-date and easily accessible. Additionally, an estate planning lawyer can help residents navigate the complex California probate process and minimize estate taxes. With the help of an experienced estate planning lawyer, residents of Santa Rosa can have peace of mind knowing that their assets are protected and their loved ones are taken care of.

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