Business Details
30 Years
experience
Comprehensive Tax & Financial Services in Sonoma
Established in 1996, our firm provides comprehensive tax, accounting, and wealth management solutions for individuals and businesses. Our team of Certified Public Accountants, Enrolled Agents, and financial advisors combines decades of industry experience with personalized service to address complex financial challenges. We prioritize integrity through weekly collaborative reviews of economic changes and investment strategies, ensuring transparent decision-making aligned with client goals.Our expertise spans tax planning, retirement strategies, estate management, and business financial systems, supported by advanced educational credentials including master's degrees in accounting and tax. By simplifying complex financial concepts, we empower clients to achieve long-term stability while maintaining strict compliance with regulatory standards.
Services
Wealth Management
Accounting/Bookkeeping
Tax Services
Financial Planning
Estate Planning
Retirement Planning
Investment Management
College Planning
IRS Assistance
Business Formation
Details
- Year established: 1996
Highlights and features
- We offer 25+ years of experience in tax and financial services
- Our team includes Certified Public Accountants and Enrolled Agents
- We provide personalized financial planning for retirement and estate management
- Our holistic approach integrates tax, investment, and wealth management strategies
- We maintain transparent communication with no hidden fees
Services
Wealth Management
Our wealth management services integrate retirement planning, estate strategies, and investment portfolio management. We create customized financial roadmaps for individuals and families, focusing on long-term wealth preservation and growth. With specialized expertise in 401(k) planning and college savings strategies, our team helps clients achieve financial security through diversified investment approaches.
Accounting/Bookkeeping
We provide comprehensive bookkeeping and financial statement preparation services for small businesses. Our team handles monthly/quarterly accounting cycles, payroll integration, and tax compliance while offering operational analysis to improve business efficiency. Specialized services include PPP loan assistance and financial system setup for new enterprises.
Tax Services
Our tax services cover individual and corporate returns with a focus on maximizing legal deductions. With experience in all 50 states' tax systems, we offer IRS representation, tax planning, and extension filing assistance. The team specializes in complex tax situations including business incorporations and multi-state filings.
Financial Planning
We develop comprehensive financial plans covering retirement, college savings, and estate planning. Our approach combines risk analysis with personalized investment proposals, offering both comprehensive three-meeting plans and focused investment-specific strategies for clients' unique needs.
Estate Planning
Our estate planning services include will preparation, healthcare directives, and legacy planning documents. We help clients organize their affairs through tailored estate strategies that incorporate tax considerations and wealth transfer objectives as part of broader financial planning engagements.
People
Jay Estabrook
President & CPA
Certified Public Accountant with 25+ years experience, holding advanced degrees in accounting and tax. Former CFO of a telecommunications company, now leading financial planning and investment management services.
Nathan Estabrook
Vice President
Series 7 licensed advisor with 15+ years in tax preparation and financial planning. Specializes in business tax strategies and investment portfolio management, serving clients since 2015.
Allan Randall
Tax Advisor
Enrolled Agent and financial advisor with expertise in retirement planning. Former sales executive with Ripken Baseball, bringing client-focused solutions to tax and investment planning since 2015.
Beth Estabrook
Financial Advisor
Licensed Series 7 and Series 66 advisor since 2008. Specializes in retirement planning, debt management, and investment portfolio construction with a finance degree from Towson University.
Steven Estabrook
Bookkeeping Manager
Accounting professional with expertise in corporate tax returns and financial statement preparation. Manages bookkeeping operations and provides tax compliance solutions since joining in 2014.
Questions
What tax services do you offer for businesses?
We provide corporate tax preparation, business formation, IRS representation, and multi-state tax compliance services tailored to small and medium-sized businesses.
Do you offer financial planning for retirement?
Yes, we offer comprehensive retirement planning including 401(k) strategies, investment management, and personalized financial roadmaps for individuals and families.
How can I schedule a tax consultation?
Contact our office at 410-444-0002 to schedule a complimentary tax consultation with one of our CPAs or Enrolled Agents.
What areas do you serve?
We serve clients in Sonoma, CA, and multiple Maryland locations including Baltimore, Bel Air, and Timonium, with virtual consultations available nationwide.
Are your advisors credentialed professionals?
Yes, our team includes Certified Public Accountants, Enrolled Agents, and licensed financial advisors with advanced degrees and industry certifications.
