Business Details
31 Years
experience
Trusted Tax & Accounting Services in Petaluma, CA
Haas & Reaney has been dedicated to serving dental practices, medical professionals, and specialized practitioners for over 30 years. Our expertise in complex tax codes, creative financial solutions, and industry best practices positions us as a trusted partner for addressing business financial needs. We prioritize personalized service, combining technical proficiency with a deep understanding of our clients' unique challenges. Our team delivers comprehensive accounting and advisory solutions tailored to individuals, startups, corporations, and nonprofits. With a focus on minimizing tax liability, optimizing profitability, and providing strategic financial guidance, we help clients achieve long-term financial independence.Our commitment to excellence is reflected in our continuous investment in professional development and cutting-edge technology. We maintain strong relationships with clients through transparent communication and a partnership-oriented approach. Our reputation as a leading firm in Northern California stems from decades of delivering reliable, timely advice and fostering client success. Our mission emphasizes building trust through personalized attention and leveraging our collective expertise to support client growth. This enduring philosophy ensures that both current and prospective clients receive the highest standard of professional service.
Services
Tax Planning
Financial Consulting
Bookkeeping
Entity Consulting
Dental Practice Evaluation
Details
- Year established: 1995
Highlights and features
- We offer 30+ years of specialized experience with dental and medical professionals
- Our team includes Certified Public Accountants and Certified Financial Planners
- We provide practice-specific solutions for tax, valuation, and financial strategy
- Our client retention rate reflects consistent delivery of actionable insights
- We combine technical expertise with personalized, partnership-oriented service
Associations and certifications
- CPA
- CFP
What people say
37 years of service
Second to none knowledge
Passionate professionals
Essential strategies
Warm and engaging
Services
Tax Planning
Our tax planning services help clients minimize liabilities while maximizing savings opportunities. We stay current with evolving tax codes to provide strategic guidance tailored to individual and business needs. Our approach ensures compliance while optimizing financial outcomes for professionals and organizations.
Financial Consulting
We deliver customized financial consulting to help clients achieve long-term goals. Our experts analyze current financial positions and develop actionable plans for growth, retirement, and business succession. This service combines industry knowledge with personalized strategies for sustainable success.
Dental Practice Evaluation
Specialized evaluation services for dental practices include assessing market value, financing options, and tax implications. We provide comprehensive analysis to support informed decisions during practice transitions. Our expertise ensures accurate valuations aligned with industry standards.
Bookkeeping
Our bookkeeping solutions maintain accurate financial records through systematic organization of daily transactions. This service enables clients to focus on core operations while ensuring reliable financial reporting. We implement efficient processes tailored to business size and complexity.
Entity Consulting
We advise on optimal business entity selection and restructuring strategies. Our consultants analyze tax implications and operational requirements to recommend solutions that enhance efficiency. This service supports clients in adapting their business structures to changing needs.
People
Michael A. Haas
CPA, CFP Partner
Certified Public Accountant and Certified Financial Planner with decades of experience serving dental professionals. Specializes in tax strategy and practice management solutions.
Tammy Reaney
CPA Partner
Experienced CPA providing comprehensive accounting services to medical professionals and businesses. Focuses on financial planning and tax optimization strategies.
David A. Haas
CPA, MS Tax Partner
Tax specialist with advanced education in taxation. Provides strategic guidance for complex tax situations and business succession planning.
Stephanie Sims
Firm Administrator
Manages firm operations with extensive experience in accounting administration. Ensures efficient delivery of client services and internal processes.
Cheri Lee Stompe
EA Staff Accountant
Enrolled Agent with expertise in tax preparation and compliance. Provides technical support for individual and business tax filings.
Questions
What industries do you specialize in?
We primarily serve dental practices and medical professionals, though we also work with diverse businesses and individuals.
How long have you been in business?
Our firm has provided accounting services for over 30 years with multiple generations of experienced professionals.
What sets you apart from other firms?
Our specialized focus on dental and medical professionals combined with personalized service and industry-specific expertise differentiates us.
Do you offer virtual consultations?
Yes, we provide remote consultations in addition to in-person meetings at our Petaluma office.
What services do you offer for practice transitions?
We assist with dental practice purchases, sales, valuations, and financing arrangements to support smooth ownership transitions.
How do you stay current with tax laws?
Our team maintains professional certifications and participates in ongoing education to stay updated on evolving tax regulations.
