Who Do You Work With?
We work with individuals, families, and businesses looking to optimize their tax situation. We seek clients who share our values of efficiency and timeliness.
How Is Fermata Tax Different?
Our CPAs and Enrolled Agents provide professional tax service seeking appropriate deductions, in line with the constantly evolving tax code. In addition, we work closely with our wealth management partner, Sonoma Wealth Advisors, for long-term tax planning moves that can create ideal scenarios in the future.
What’s The Difference Between Tax Service And Tax Planning?
Think of tax service as optimizing events which have already happened.
Tax planning is optimizing events before they happen, guiding clients to efficient tax outcomes for the lifetime of an investment, rather than just year to year triage.
Are You Taking New Clients?
We have gratitude for the many clients we serve in Northern California and across the country. That said, we are always seeking new clients who are a good fit for our level of service. Check out the Learn More Now page if you’d like to get in touch.
You’re Based In Northern California. Do You Only Work With Bay Area Clients?
We are grateful to serve so many families in-person at our offices across Northern California. We also serve individuals and families across the country in many states. Our firm is equipped to meet via videoconference, including adding a family member virtually to an in-person meeting. We also like good old-fashioned phone calls. If life takes you out of Northern California, we'll be there for you.
