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Santa Rosa Tax Preparation Services

Serving Santa Rosa — A City of Professionals, Tradespeople, Agriculture, and Real Estate Investors

Santa Rosa’s economy is a mix of healthcare professionals, educators, wine industry workers, tradespeople, remote tech workers, small business owners, contractors, and rental property investors.
Most residents manage multi-stream income including W-2 jobs, 1099 contracting, seasonal/agriculture income, rental properties, investments, or side businesses.

Our Santa Rosa tax preparation team delivers accurate, compliant, strategic tax filings tailored to the financial realities of Sonoma County.

Why Santa Rosa Clients Choose Us

  • 40+ years of tax preparation expertise
  • Agriculture & wine industry tax knowledge
  • Remote-worker & multi-state filing experts
  • Rental property & depreciation optimization
  • W-2 + 1099 mixed-income specialists
  • Support for trades, contractors & small business owners
  • IRS notices, audits & compliance corrections
  • Flat-rate pricing — no hourly billing
  • Year-round availability, not seasonal-only

Individual Tax Preparation in Santa Rosa

Santa Rosa residents often manage diverse income streams that require accurate, thoughtful preparation.

We help individuals with:

  • Federal & CA income tax returns
  • W-2 + 1099 integrated income reporting
  • Multi-state remote worker filings
  • Agriculture/wine industry income deductions
  • Rental property returns & depreciation
  • Dividend, investment & crypto reporting
  • IRS notices & tax corrections
  • Estimated tax planning to prevent April surprises

Your return is engineered for accuracy and maximum allowable deductions.

Business Tax Preparation in Santa Rosa

Santa Rosa’s business ecosystem includes wineries, restaurants, contractors, real estate investors, farm operators, service businesses, and professional practices.

We support business clients with:

  • S-Corp, LLC, C-Corp & Partnership filings
  • Year-end bookkeeping cleanup & reconciliation
  • Payroll setup & contractor compliance
  • Agriculture-specific expense and depreciation planning
  • Multi-entity tax alignment (business + rentals)
  • Small business owner deduction optimization
  • Quarterly tax projections & financial forecasting

We prepare business returns that are clean, strategic, and audit-ready.

What Sets Our Santa Rosa Tax Team Apart

We understand Sonoma County’s unique financial landscape:

  • Agriculture & vineyard worker deductions
  • Wine industry contractor/consultant income
  • Hybrid W-2 + 1099 earners
  • Remote tech workers living in Santa Rosa
  • Real estate & rental property owners
  • Small, family-run businesses
  • Trades & construction income tracking
  • Seasonal income fluctuations

We prepare returns that fit the real income patterns of Santa Rosa residents.

Areas We Serve in and Around Santa Rosa

We support clients across Sonoma County, including:

  • Santa Rosa
  • Rincon Valley
  • Bennett Valley
  • Fountain Grove
  • Roseland
  • Montecito Heights
  • Larkfield-Wikiup
  • Windsor
  • Rohnert Park
  • Sebastopol
  • Cotati

What Santa Rosa Clients Say

“They handled my W-2, contracting income, and rental property better than anyone I’ve used. Big savings.” — J. Alvarez, Rincon Valley

“As someone working in the wine industry with side income, they cleaned up everything and made taxes easy.” — C. Turner, Bennett Valley

Real Client Case Study — Santa Rosa, CA

Client: B. Ramirez — Wine Industry + Contractor + Rental
Income Mix: W-2 + 1099 side contracting + rental property
Problem: Missed deductions, incorrect rental depreciation, disorganized side-income reporting
What We Did:

  • Corrected depreciation schedule
  • Maximized contracting deductions
  • Organized multi-income reporting
  • Implemented quarterly tax plan

Result: $8,330 in first-year tax savings.

Saved $8,330 Through Rental Depreciation Fixes & Contractor Deduction Optimization

Santa Rosa taxpayers commonly overpay due to:
  • Incorrect rental depreciation
  • Poor contractor expense tracking
  • Multi-income misclassification
  • Missing agriculture/wine-related deductions
By rebuilding the entire structure, this client saved $8,330 in one year — with ongoing yearly benefits.

Flat-Rate Tax Preparation — Transparent & Predictable

Santa Rosa residents value fairness. Our tax preparation pricing is flat-rate, based solely on complexity — not on hours spent.
No hourly billing.
No surprise fees.
No upsell pressure.
Most clients save more in taxes than they invest in the service.

CPAs and Tax Preparers in Santa Rosa, CA Who Focus on Strategy

We offer a free 30-minute tax strategy consultation with a licensed Santa Rosa tax professional.

We’ll analyze your deductions, rental properties, income mix, and opportunities to uncover immediate tax savings.

Book Your Free Consultation