Welcome to Sonoma Tax Services

Your Local Tax Experts in Sonoma County

At Sonoma Tax Services, we’re dedicated to providing exceptional tax support to our fellow Sonoma County residents. With more than 20 years of experience in personal and business tax preparation, we understand the specific needs of our community. Our goal is to ensure you’re compliant with both the IRS and the California Franchise Tax Board while offering effective solutions to any tax issues you encounter. From amendments and back taxes to business taxes and all tax-related concerns with the state of California or the federal government, you can trust us to deliver dependable, friendly service that makes tax season a breeze.

Who We Are

Deeply Rooted in the Community

We’re proud to be a part of Sonoma County, not just as tax professionals but as your neighbors. Our team is committed to maximizing your eligible tax credits and benefits while minimizing any potential for audits. In addition to tax prep, we also provide guidance for aspiring business owners, helping you establish LLCs, S-Corporations, and C-Corporations.

Our Track Record

19 Years of Expertise
100,000+ Satisfied Clients and Projects

Our Comprehensive Services

We offer a wide variety of services tailored to the unique needs of residents in Sonoma County:

Individual Tax Preparation

Our individual tax preparation services are designed to help you maximize deductions while ensuring full compliance. We specialize in identifying various credits available to individual tax filers, including:

Earned Income Tax Credit (EITC)
Child Tax Credit
American Opportunity Tax Credit
Lifetime Learning Credit
Premium Tax Credit
Medical Expense Deduction
State and Local Tax Deduction (SALT)
Mortgage Interest Deduction

Helpful Hints for Maximizing Tax Credits

To help you qualify for these credits, please bring the following documents to your appointment:

Income Documentation: W-2s, 1099s, or any other proof of income.
Dependent Information: Social Security numbers and birth dates for all dependents.
Education Expenses: 1098-T forms and receipts for qualified education expenses.
Medical Expenses: Receipts or records of medical costs if applicable.
Home Ownership Documents: Mortgage statements and property tax records.

Business Tax Preparation

We offer thorough tax preparation services for businesses, helping local entrepreneurs achieve their goals.

Amendments and Back Taxes

Specializing in amendments and back taxes, we help you navigate the complexities of correcting past filings and settling any outstanding tax obligations.

Notary Public Services

As a bonded and insured Notary Public in California, we’re here to meet all your notarization requirements.

Audit Representation

If you receive an audit notice, don’t panic! Bring us the audit letter along with your tax documents, and we’ll provide the support you need.

Frequently Asked Questions (FAQs)

Our FAQ section is here to help answer your questions about our services. If you have more inquiries or need personalized assistance, don’t hesitate to get in touch!

What documents do I need for my appointment?
How can I apply for an ITIN?
What should I do if I work with cash income?
When do you charge for tax preparation?
Where are you located for tax preparation in Rohnert Park?
What are your business hours?
What are the amounts for children’s credits?
What forms do I need for a 401(k) withdrawal?
What do first-time homebuyers need to bring?

Why Work With Us?

Local Knowledge

Our certified tax professionals have a deep understanding of the local tax environment in Sonoma County.

Clear Pricing

We believe in transparent pricing with no hidden fees, so you know exactly what to expect.

Advanced Technology

We utilize cutting-edge software and tools to ensure efficient and accurate tax preparation.

Tailored Services

Our approach is personalized to meet your individual financial needs, reflecting our commitment to the community.

Schedule Your Appointment

Ready to take the stress out of tax season? Schedule an appointment with us today, and let’s get started!

Get in Touch:

Phone: (707) 861-0191
Email: [email protected]
Address: 1500 Happy Valley Drive, #210, Rohnert Park, CA 94928