Tax Services in Sonoma, CA

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Top Sonoma, CA Tax Preparers

Robert L Marek & Co
5 out of 5
Location 440 5th St W B, Sonoma, CA 95476, USA
Phone (707) 938-1831
420 Tax Advocate
1 out of 5
Location 670 W Napa St suite c suite c, Sonoma, CA 95476, USA
Phone (707) 935-1147
5 out of 5
Location 450 2nd St W, Sonoma, CA 95476, USA
Phone (707) 935-1755
Tax Accountant in Sonoma, CA

Where Tax Accountants in Sonoma, CA Serve

Sonoma, CA is a city located in Sonoma County, California. The city is known for its wine country and as the birthplace of the California wine industry. Sonoma is also home to several major employers, including Sutter Health, Walmart, and Wells Fargo. Some of the major highways and streets in Sonoma include State Route 12 and Sonoma Boulevard. Some of the neighborhoods in Sonoma include Glen Ellen, Boyes Hot Springs, and central Sonoma.

Financial Services Related to Tax Planning in Sonoma, CA

Banks and Credit Unions

Banks in Sonoma, CA offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. They also offer online banking and other electronic services to make it easier for customers to do their banking transactions. Banks are also responsible for issuing currency and controlling the money supply in the economy.

Retirement Planning

Retirement planning in Sonoma, CA is a process that helps individuals prepare for their retirement. This includes setting goals, figuring out how much money needs to be saved, and creating a plan to reach those goals. There are many different factors that need to be considered when planning for retirement, such as age, income, and expenses. A Retirement Planning Specialist can help individuals in Sonoma, CA create a plan that is specific to their needs.

Wealth Management

Wealth management in Sonoma, CA is the process of creating, managing and preserving wealth for individuals, families and businesses. Wealth managers provide a wide range of services including investment planning, risk management, retirement planning, tax planning and estate planning. They work with clients to create an overall financial plan that meets their unique needs and goals.

Financial Advisor

A financial advisor in Sonoma, CA helps people save money and invest their money wisely. They provide education on financial topics and help people create a plan to achieve their financial goals. Financial advisors can work with individuals, families, or businesses.

Insurance Broker

An insurance broker in Sonoma, CA helps people find the right type of insurance for their needs. They work with a variety of different types of insurance, including health, life, and property insurance. They also help people file claims and get the money they deserve from their policies.

Mortgage Loan Officer

A mortgage loan officer in Sonoma, CA helps people get mortgages. They work with people to find the best mortgage for them, and help them through the process of getting a mortgage. They also work with banks and other lenders to get the best rates for their clients.

Estate Planning Lawyer

An estate planning lawyer in Sonoma, CA helps you create a will and other legal documents to ensure your assets are distributed according to your wishes after you die. They can also help you set up trusts and designate guardians for your children in the event something happens to you. If you don't have an estate plan in place, the state will decide how your assets are distributed, which may not be what you would have wanted.


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