Sonoma Tax Service

ITIN applications sit alongside tax preparation here, and the paperwork required is spelled out in advance: a valid passport for adults, or a birth certificate together with consular registration or a current driver's license. Individual and business returns are the core of the work, covering both IRS and California Franchise Tax Board matters, with audit representation for clients who bring in the notice along with their return documents. Formation of LLCs, S-corporations and C-corporations is offered too, with guidance through to ongoing tax management.

The notary side is a practice in itself. Bonded and insured in California, it handles real estate and loan documents for mortgage lenders, brokers, escrow divisions and attorneys across Sonoma County and the Bay Area, and prepares notarizations meant for use abroad, including powers of attorney, education documents and immigration visa paperwork. Offices are in Santa Rosa, Sonoma and Petaluma, and the business puts its experience at 22 years.