Business Details
22 Years
experience
Your Trusted Accounting Partner in Sebastopol, CA
Since 2004, Ann Marie Carinalli, CPA, Inc. has dedicated itself to providing comprehensive accounting solutions tailored to small and medium-sized businesses across Sonoma County. Our expertise extends beyond traditional tax preparation to include strategic bookkeeping, payroll management, and proactive tax planning designed to align with your business goals. With over two decades of experience, we prioritize building lasting client relationships through transparent communication and personalized service. Ann Marie Carinalli, a certified public accountant licensed in 1997, brings deep local knowledge and a commitment to ethical standards, having previously served as controller for a major Santa Rosa corporation.Our team stays current with evolving financial regulations to ensure compliance while helping clients navigate complex financial decisions. We specialize in simplifying budgets, creating actionable tax strategies, and offering advisory bundles that allow business owners to focus on growth. Rooted in Sebastopol, our practice reflects a strong community connection through active involvement in local organizations and agricultural initiatives.
Services
Tax Return Preparation
Bookkeeping Services
Budgeting and Forecasting
Tax Planning
Audits
Payroll Services
Financial Statements
Retirement Planning
Entity Structure Advice
Payroll Tax Compliance
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of specialized accounting experience
- Free no-obligation consultation for new clients
- Comprehensive bookkeeping and payroll service bundles
- Proactive tax planning tailored to business growth
- Deep local market knowledge in Sonoma County
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Competent and professional
Easy to talk to
Clear explanations
Proactive approach
Community involvement
Services
Tax Planning
We develop customized tax planning strategies to help businesses optimize their financial position. Our proactive approach identifies tax-saving opportunities while ensuring compliance with evolving regulations. Services include projected tax returns and year-end obligation assessments to support informed business decisions.
Bookkeeping Services
Our comprehensive bookkeeping services maintain accurate financial records through monthly integration and reconciliation. We offer fixed-rate monthly packages that include payroll processing and tax compliance, allowing business owners to focus on core operations while ensuring financial transparency.
Entity Structure Advice
We provide expert guidance on selecting optimal business structures, working with attorneys to determine the best entity choice. Our advice considers tax implications, liability protection, and long-term growth objectives for new and established businesses.
Payroll Services
Full-service payroll solutions handle all aspects of employee compensation, including tax calculations and retirement plan options. Our services ensure compliance with state and federal regulations while simplifying payroll processes for business owners.
Financial Statements
We prepare audited, reviewed, and compiled financial statements that meet regulatory requirements and support business decision-making. Our services ensure accurate financial reporting through rigorous verification processes and compliance with accounting standards.
People
Ann Marie Carinalli
CPA
Licensed CPA with 20+ years experience serving Sonoma County businesses. Former corporate controller with expertise in tax planning and small business accounting. Active community member with agricultural roots and board experience in local organizations.
Questions
What accounting services do you specialize in?
We specialize in tax planning, bookkeeping, payroll services, financial statements, and entity structure advice for small to mid-sized businesses.
Which areas do you serve?
We serve businesses throughout Sonoma County including Sebastopol, Santa Rosa, Rohnert Park, Petaluma, and Healdsburg.
How long have you been in business?
Our firm has operated since 2004, with Ann Marie Carinalli bringing 12 years of prior corporate accounting experience.
What makes your firm different?
We combine technical expertise with personalized service, offering advisory bundles that create proactive tax strategies and simplify financial management.
Do you offer free consultations?
Yes, we provide free no-obligation consultations to determine if our services align with your business needs.
