TAX
EFFICIENCY
SAVES TIME

Name: Fermata Tax
Address: 539 Broadway, Sonoma, CA, 95476-6622, US
Telephone: (415) 457-5780

Get personalized tax services for your family, your business or yourself and get more time for what you love.

PRACTICE AREAS

PRACTICE
AREAS

INDIVIDUALs

The complexity of individual income tax preparation has grown significantly and tax law is changing more frequently. We seek the very best education and resources to remain current on relevant law, regulation and enforcement and related planning opportunities.

ESTATES & TRUSTS

Having an effective plan for your estate will help ensure financial security for loved ones and can facilitate a smooth transition of ownership for businesses. We work with local estate attorneys and fiduciaries to proactively help our clients develop a well thought out plan for how they want their estate handled and that their wishes are followed.

BUSINESSES

Business owners face unique challenges and opportunities when it comes to tax planning. Our experience with sole proprietorships, partnerships, LLCs, LLPs, C Corporations, and S Corporations enables us to provide personalized solutions for businesses and professional practices.

NON-PROFITS

The required informational tax filings for not-for-profit organizations involve the presentation of nuanced financial reporting and organizational policies and procedures. Our experience will ensure accurate preparation of these filings and valuable analysis and feedback about your organization’s operations.

OUR VISION

Filing your taxes shouldn't be a headache.

Our firm specializes in comprehensive tax service, with consideration for your entire financial picture. With our tax tech and Northern California-based team, expect personalized service for both individual and business clients.

Let our team help you get your time back.