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Best Accountants in Petaluma

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Baldwin, McGaughey & Company LLP logo
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Baldwin, McGaughey & Company LLP

737 Southpoint Boulevard, Petaluma, CA 94954
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Business Description

Baldwin, McGaughey & Co. is a certified public accountant firm that provides clients in Petaluma, CA with a vast array of services that include tax return preparation, tax planning, IRS representation, Quickbooks support, and more. With a team of educated and trained accountants that specialize in a wide range of specific financial fields, they aim to help clients with any accounting or financial issues. In addition to traditional accounting services, they also offer personal financial planning, estate planning, and elder financial care. They take great pride in contributing to local charities including public gold tournaments and scholarships for local college scholarships.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (3)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Beels Soper LLP logo
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Beels Soper LLP

155 1st Street, Petaluma, CA 94952
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Business Description

Beels Soper LLP is a full-service accounting firm that works with customers from Petaluma and other locales. Its principals, Donna Beels CPA and William Soper CPA, and their team of certified public accountants work to bring the service and industry expertise of large accounting firms to their local clients. Beels Soper LLP has an extensive portfolio of financial services that include taxation, audit and accounting, merger and acquisitions, and business consultations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Boerio LLP logo
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Boerio LLP

7655 Redwood Boulevard, Novato, CA 94945
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Business Description

Boerio, Di Pasqua & Associates is a certified public accountant firm located in Novato, CA. Their goal is to provide high-quality tax planning accounting, and financial consulting services to clients throughout the San Fransisco Bay Area. With a clientele base that ranges from entrepreneurs to small business owners to high net-worth individuals, they take pride in assisting clients of many economic backgrounds. Their main goal is to provide a high-quality personal commitment to each client while fully utilizing their technical expertise and vast experience. Services offered include mergers, estate planning, business valuation, financial audits, property tax reporting, tax controversy consulting, and more.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Douglas H. Pickford logo
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Douglas H. Pickford

765 Baywood Drive, Petaluma, CA 94954
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Business Description

Douglas H. Pickford leads Pickford & Associates, Inc., an accounting firm based in Petaluma providing personalized accounting and tax services to both individual and business clients. Its wide array of tax, accounting, and bookkeeping services includes estate and trust tax preparation, financial analysis, individual tax filings, business entity selection, and tax preparation and planning. The firm also provides assistance with IRS representation and problem resolution. Additionally, the company is affiliated with the National Association of Enrolled Agents.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Ghirardo CPA logo
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Ghirardo CPA

7200 Redwood Boulevard, Novato, CA 94945
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Business Description

Since 1990, Ghirardo CPA has been serving businesses and individuals with tax consultation, accounting, and general business services in Novato, CA. Listed as one of the best 500 business in the North Bay by Biz 500 Magazine and one of the Best Places to Work by North Bay Business Journal, Ghirardo CPA takes a commitment to developing long-term relationships with their clients while exceeding each and any expectations. With an employee roster of over 25 certified public accountants, many of which have acquired master’s degrees, they proudly offer accounting consultation in several languages including Mandarin, Russian, Hebrew, Spanish, and Italian.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Haas & Reaney, LLP logo
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Haas & Reaney, LLP

3835 Cypress Drive, Petaluma, CA 94954
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Business Description

Haas & Reaney, LLP, is a team of seasoned tax professionals in Petaluma dedicated to helping local businesses and individuals manage their finances. With more than two decades' worth of experience, this firm offers various accounting services ranging from basic tax management to estate planning. Its certified public accountants equate the success of their clients with their own. Haas & Reaney, LLP, also specializes in helping companies in the dental industry settle their finances and reduce their tax payables.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hurwitz , Wheeler & CO. , INC logo
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Hurwitz , Wheeler & CO. , INC

175 Lynch Creek Way, Petaluma, CA 94954
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Business Description

Hurwitz ,Wheeler & Co., Inc. Enrolled Agents, owned and led by Lew Hurwitz EA, and Darci Wheeler EA, is a team of Enrolled Agents versed in handling the IRS filings and various tax related issues of Petaluma clients. Hurwitz, Wheeler & Co. are specialists in handling both federal and state tax interventions. These include IRS tax audits, tax return delinquencies, IRS tax levies and liens, and state and local tax concerns. The firm strives to stay updated with proactive taxation solutions and reduce tax liabilities. Hurwitz/Wheeler has over 30 years of experience in both tax compliance and preparation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.5 / 5 (8)
Yelp
4.0 / 5 (5)
Integrative Accounting Solutions, Inc. logo
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Integrative Accounting Solutions, Inc.

Petaluma, CA 94954
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Business Description

Integrative Accounting Solutions offers a full range of customized accounting, financial consultation, and bookkeeping services to clients in Petaluma, CA. With decades of combined experience, their goal is to provide simple yet fully comprehensive financial services that allow individuals and business to make the most of their income. Hoping to make their services affordable to any client, they offer up-front and transparent pricing that varies on the number of services requested. They take pride in always following the Generally Accepting Accounting Principles and the Internal Revenue Code to ensure that their work is completely thorough, clean, and legally defensible.

North Bay Business Advisors logo
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North Bay Business Advisors

14 Keller Street, Petaluma, CA 94952
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Business Description

North Bay Business Advisors offers both business advice and accounting services in and around the Petaluma metro. Led by Scott Stroud, North Bay Business Advisors works with small to medium-sized businesses from a diverse range of industries. These include land surveying, agricultural, construction, legal, and manufacturing companies. It helps these clients in various stages of the business. The company's services include bookkeeping, business advising, wealth management, and CFO for hire.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Yelp
4.0 / 5 (5)
Google
5.0 / 5 (1)
North Bay CPA logo
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North Bay CPA

14 Keller Street, Petaluma, CA 94952
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Business Description

Established in 2003 by Scott R. Stroud, North Bay CPA is a tax and accounting firm that serves clients in Petaluma and the rest of the counties of Sonoma and Marin. It offers a comprehensive suite of accounting and bookkeeping services, such as general ledger and financial statement preparation, tax planning solutions, and estate tax planning and trust administration handling. The company employs a team committed to providing personalized service based on the needs of every client.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Number Plus Financial Services logo
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Number Plus Financial Services

P.O Box 939, Novato, CA 94948
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Business Description

Numbers Plus Financial Services helps small business or individuals in Novato, CA manage income, investments, and spending through accounting and financial consultation services. A member of the National Association of Enrolled Agents and the California Society of Enrolled Agents, they aim to help clients through offering a wide range of services that include accounting, bookkeeping, tax consultation, IRS representation, and more. Their goal is to better the financial situations of their clients through professional expertise and a dedication following the legal procedures of taxes. Clients have frequently spoken highly of their vast range of knowledge on all things financial, often citing that their taxes have never been easier.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pisenti & Brinker - Petaluma logo
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Pisenti & Brinker - Petaluma

201 1st Street, Petaluma, CA 94952
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Business Description

Pisenti & Brinker continues to provide its clients with comprehensive accounting services since its founding over 50 years ago. Serving businesses throughout the North Bay area and Sonoma County, including the cities of Petaluma, Santa Rosa, the company's team of accountants handles a wide range of accountancy services, such as audit and assurance, advisory and risk management, income tax planning and compliance, international taxation, and succession and business transition planning for various industries.

Scott Porter, CPA - Petaluma, CA logo
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Scott Porter, CPA - Petaluma, CA

1 Willowbrook Court, Petaluma, CA 94954
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Business Description

Scott Porter, CPA is an accounting firm situated in Petaluma. Founded in 2001, the firm's head Scott Porter has been engaged in public accounting since 1990. Porter specializes in assisting high-net-worth individuals and business owners with tax planning and wealth strategies. He is a member of the American Institute of Certified Public Accountants. The firm's services include small business accounting, financial and business consulting, and tax preparation. The firm serves professionals from various industries, including architects, dentists, and entrepreneurs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Singular Accounting logo
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Singular Accounting

527 Broadway, Sonoma, CA 95476
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Business Description

Singular Accounting has been providing small businesses in Sonoma, CA with professional financial consulting, accounting, and bookkeeping services. Services offered include revenue recognition, tax audit management, financial reporting, financial analysis, and more. With over a decade of experience and an active certified public accountant license, Singular Accounting is also a Certified Pro Advisor in Quickbooks. In addition to offering competitive pricing for their services, they offer complimentary no-obligation financial assessments. Clients have frequently praised their close attention to detail as well as their outgoing and friendly demeanor. Their services are entirely customizable to fit each small business's specific needs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)
Yelp
5.0 / 5 (1)
Torkelson & Associates CPAs, LLP logo
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Torkelson & Associates CPAs, LLP

3835 Cypress Drive, Petaluma, CA 94954
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Business Description

For over three decades Torkelson & Associates has been a certified public accountants firm that provides residents of Petaluma, CA with professional acocunting, bookkeeping, and tax consulting services. The winner of the Petaluma Argus-Courrier People's Choice Award in 2016, they aim to utilize their many years of business knowledge and expertise in taxation and accounting to help each client achieve their financial goals. Aiming to provide the most high-quality financial guidance, their goal is to build on their experience to tackle each client's unique and individual financial situation. Clients have frequently praised the friendliness and professionalism of the entire team.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (5)
Google
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Trudy H. Balston, CPA logo
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Trudy H. Balston, CPA

1301 Redwood Way, Petaluma, CA 94954
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Business Description

Trudy H. Balston, CPA, is an accounting firm that serves individual and business clients in the Petaluma area. It offers a wide range of accounting and tax services, such as IRS audit representation, estate and trust tax preparation, and bookkeeping. It also provides consulting services, which include business succession planning and business entity selection. The company's website has an interactive financial calculator that assists clients in their inquiries and serves as a guide to their decision-making process.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Back to Providers

Frequently Asked Questions

Introduction

Four main types of accountants are available to serve the accounting needs of individuals, large organizations, small businesses, and government agencies. These types of accounting include corporate, forensic, government, and public.

  • Corporate accountants maintain and file financial information for corporations. The focus is on keeping the corporation in legal compliance with tax laws and financial reporting requirements.
  • Forensic accountants gather and recreate financial data that isn’t readily available. These accountants might do that as part of a criminal investigation or if key financial information has been lost and needs to be recovered for legal reasons.
  • Government accountants work for government agencies, such as the IRS or a state tax department. They might also be found working in government offices in positions such as city treasurer or county auditor.
  • Public accountants are the accountants most likely to work with individuals or smaller businesses. These accountants manage financial statements, file tax returns, and record financial transactions. Preparing and filing tax returns are tasks these accountants might do for individuals. For companies, these accountants might handle payroll or bookkeeping besides preparing tax information for reporting purposes.

What does an accountant do?

Accountants maintain financial records and interpret financial information. An accountant at one firm might maintain financial ledgers, while another might take on payroll management duties. Accountants can also specialize in specific areas, such as tax codes.

What is the difference between an accountant and a CPA?

Accountants and CPAs handle many of the same accounting tasks. However, a CPA is an accountant who has passed a state exam to become a certified public accountant. A CPA is typically more trusted in an advisory position when in a business setting.

Does everyone need an accountant?

Most individuals don’t need to hire an accountant, except for when tax season arrives. A small business owner is more likely to need an accountant than an individual because business owners have more complex record-keeping requirements.

What does a forensic accountant do?

Forensic accountants use generally accepted accounting principles (GAAP) to investigate and solve financial mysteries that are typically related to uncovering or resolving suspected criminal activity, such as embezzling. These accountants may work for individuals, businesses, and government agencies.

What does a payroll accountant do?

Processing payroll and employee benefits are key roles of payroll accountants. Some other duties performed by payroll accountants include using software and handling financial statements. These professionals might also analyze financial ledgers, prepare and present reports to management, and advise regarding investment opportunities.

Do I need an accounting major to become an accountant?

You can work as an accountant without majoring in it. However, earning a degree and becoming a CPA offers more earning potential. According to the Bureau of Labor Statistics, certified public accountants who have received at least a bachelor’s degree earn a median annual wage of $73,560.

What qualifications do you need to be an accountant?

You need to have strong math and analytical skills to be an accountant. Most companies require accountants to have earned at least a bachelor’s degree and CPA. Some lower-level accounting positions in accounting might require only knowledge of certain accounting principles, such as how to manage receivables.

How many years does it take to be an accountant?

Some two-year college programs prepare students to take the CPA exam; however, most employers require accountants to have at least a bachelor’s degree, which is a four-year degree.

Do I need a CPA to be an accountant?

You don't have to earn a CPA to be an accountant, however, getting your CPA opens opportunities to earn higher wages in this field. Many companies, especially larger ones and government agencies, require at least a four-year degree and CPA when hiring accountants.

What does it take to be a certified public accountant?

According to the American Institute of CPAs, requirements for becoming a CPA vary by state. Each state requires education, passing the Uniform CPA exam, and some amount of experience before issuing the certification. A minimum of a bachelor’s degree or 150 semester hours is typically required before taking the certification exam.

Is getting a CPA worth it?

If you’re interested in a career in accounting, it’s worthwhile to get a CPA. It opens opportunities to earn higher wages and offers a wider variety of accounting jobs, so you can choose the type of accounting you want to do.

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