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Laurels

Best Accountants in Petaluma
2022

We scored 29 Accountants in Petaluma, CA and Picked the Top 17

Here are the Picks:

Baldwin, McGaughey & Company LLP

Beels Soper LLP

Boerio LLP

Douglas H. Pickford

Ghirardo CPA

Haas & Reaney, LLP

Hurwitz & Co., Inc. Enrolled Agents

Integrative Accounting Solutions, Inc.

North Bay Business Advisors

North Bay CPA

Number Plus Financial Services

Petaluma Bookkeeping & Accounting

Pisenti & Brinker - Petaluma

Scott Porter, CPA - Petaluma, CA

Singular Accounting

Torkelson & Associates CPAs, LLP

Trudy H. Balston, CPA

Why These Accountants?

Our goal is to connect people with the best local experts. We scored Petaluma Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 29 24 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Baldwin, McGaughey & Company LLP

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.

Click to Call

737 Southpoint Boulevard
Petaluma, CA 94954

Website

(707) 762-3517 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Beels Soper LLP

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.

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155 1st Street
Petaluma, CA 94952

Website

(430) 260-0614 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 1500

Boerio LLP

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.

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7655 Redwood Boulevard
Novato, CA 94945

Website

(415) 883-3700 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Douglas H. Pickford

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.

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765 Baywood Drive
Petaluma, CA 94954

Website

(800) 829-4933 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 (Better)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Ghirardo CPA

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.

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7200 Redwood Boulevard
Novato, CA 94945

Website

(415) 897-5678 Website

Haas & Reaney, LLP

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.

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3835 Cypress Drive
Petaluma, CA 94954

Website

(415) 382-1040 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Hurwitz & Co., Inc. Enrolled Agents

Hurwitz & Co., Inc. Enrolled Agents, owned and led by Lew Hurwitz EA, is a team of certified accountants versed in handling the IRS filings and issues of Petaluma customers. Hurwitz and his team are specialists in handling IRS intervention. 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 has 30 years of experience in tax compliance.

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175 Lynch Creek Way
Petaluma, CA 94954

Website

(707) 775-2950 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 (Better)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

Integrative Accounting Solutions, Inc.

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.

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Petaluma, CA 94954

Website

(833) 829-8648 Website

North Bay Business Advisors

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.

Click to Call

14 Keller Street
Petaluma, CA 94952

Website

(707) 559-5380 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

North Bay CPA

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.

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14 Keller Street
Petaluma, CA 94952

Website

(707) 559-5380 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 (Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Number Plus Financial Services

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.

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P.O Box 939
Novato, CA 94948

Website

(415) 898-1787 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Petaluma Bookkeeping & Accounting

Since 2011, Petaluma Bookkeeping & Accounting has been aiming to provide residents of Petaluma, CA with professional accounting services that include bookkeeping, payroll, accounting, organization, tax strategy consultation, tax audit preparation, and more. Utilizing their 58 years of combined experience, Petaluma Bookkeeping & Accounting aims to help small businesses save more money and have more to invest in their future. They offer free no-obligation consultations that consist of a friendly professional meeting to help clients see where money can be saved. Clients have spoken highly of their ability to complete work long before deadlines as well as their professional courtesy.

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1925 Saint Augustine Way
Petaluma, CA 94954

Website

(707) 953-5027 Website

Pisenti & Brinker - Petaluma

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.

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201 1st Street
Petaluma, CA 94952

Website

(707) 762-9900 Website

Reputation:A

More Info

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.

Online Profiles:

3 (Best)

Average Review Score:

4.3 / 5 (Better)

Total Reviews:

12 (Better)

Score Consistency:

Variable (Good)

Professionalism: A

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Scott Porter, CPA - Petaluma, CA

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.

Click to Call

1 Willowbrook Court
Petaluma, CA 94954

Website

(707) 664-5200 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 120

Singular Accounting

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.

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527 Broadway
Sonoma, CA 95476

Website

(707) 343-8566 Website

Reputation:A+

More Info

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.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Torkelson & Associates CPAs, LLP

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.

Click to Call

3835 Cypress Drive
Petaluma, CA 94954

Website

(707) 795-2691 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Trudy H. Balston, CPA

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.

Click to Call

1301 Redwood Way
Petaluma, CA 94954

Website

(707) 665-5221 Website

Professionalism: A

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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