Business Details
30 Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Sonoma
Estabrook & Company & Company has been providing comprehensive financial solutions since 1996, combining tax expertise with wealth management and accounting services. Our team of certified professionals delivers personalized strategies tailored to individual and business needs, emphasizing integrity and long-term client relationships. With decades of collective experience, we specialize in tax preparation, financial planning, and business advisory services. Our approach integrates advanced financial tools with a commitment to client education and transparency. We serve clients across diverse industries, prioritizing proactive solutions to complex financial challenges.Our firm maintains rigorous professional standards, evidenced by our CPAs, Enrolled Agents, and investment advisory certifications. We focus on minimizing tax liabilities while maximizing long-term financial growth through customized planning. Our client-centric philosophy ensures responsive service and continuous support throughout changing financial landscapes. We actively engage in community service and professional development to enhance our service quality. Estabrook & Company & Company remains dedicated to evolving with industry advancements while maintaining personalized client interactions.
Services
Wealth Management
Accounting
Bookkeeping
Tax Services
Financial Planning
Estate Planning
Retirement Planning
College Planning
IRS Assistance
Business Formation
Details
- Year established: 1996
Highlights and features
- We offer 26 years of experience in tax and financial planning
- Our team includes Certified Public Accountants and Enrolled Agents
- We provide comprehensive services from tax preparation to estate planning
- Our client-centric approach ensures personalized financial strategies
- We maintain active investment advisory certifications for wealth management
Associations and certifications
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
What people say
Expert tax guidance
Personalized financial plans
Knowledgeable advisors
Comprehensive services
Responsive support
Services
Wealth Management
Our Wealth Management services provide comprehensive financial strategies tailored to individual goals. We combine investment analysis, retirement planning, and estate management to build sustainable wealth. Clients benefit from personalized portfolio management and risk assessment conducted by certified financial advisors.
Tax Preparation
We offer complete tax preparation services for individuals and businesses, maximizing legal deductions while ensuring compliance. Our CPAs and Enrolled Agents handle complex tax situations including multi-state filings and IRS representation. Services include quarterly estimates and tax-saving strategy consultations.
Financial Planning
Our Financial Planning services cover retirement, college, and estate planning with customized roadmaps. We analyze current financial status to create actionable plans addressing long-term objectives. Services include risk assessment, debt management, and investment strategy development for families and business owners.
Bookkeeping
We provide full-cycle bookkeeping solutions including financial statement preparation and payroll integration. Our system supports small businesses through accurate record-keeping and financial analysis. Services scale from monthly maintenance to comprehensive accounting system implementation for new businesses.
Estate Planning
Our Estate Planning services create legal frameworks for asset distribution and healthcare directives. We coordinate wills, trusts, and tax strategies to protect client legacies. Services include document preparation and ongoing plan updates to reflect changing personal circumstances.
People
Jay Estabrook
President
Certified Public Accountant with 25+ years in tax and financial services. Former CFO of a telecommunications company. Holds advanced degrees in accounting and tax from Kansas State and Bentley College.
Nathan Estabrook
Vice President
Series 7 licensed advisor specializing in personal and business tax preparation. 15+ years experience in financial planning and accounting. Focuses on client financial strategy development.
Beth Estabrook
Financial Advisor
Licensed Series 7 and 66 investment advisor with expertise in retirement and college planning. 12+ years experience in portfolio management and wealth strategy for families and businesses.
Allan Randall
Tax Accountant
Certified tax professional with Series 7 license. Specializes in business tax planning and retirement strategies. 8+ years experience in public accounting and financial advisory services.
Steven Estabrook
Bookkeeping Manager
Accounting graduate managing bookkeeping operations. 8+ years experience in corporate tax preparation and financial compliance. Oversees payroll integration and quarterly tax estimates.
Questions
What tax services do you offer for businesses?
We provide corporate tax preparation, quarterly estimates, entity formation, IRS representation, and multi-state tax compliance for businesses of all sizes.
Do you offer financial planning for retirement?
Yes, our comprehensive retirement planning includes investment analysis, income projections, and customized strategies to achieve long-term financial security.
How do you handle complex tax situations?
Our CPAs and Enrolled Agents specialize in resolving complex tax issues including multi-state filings, business restructurings, and IRS audit representation.
What bookkeeping solutions are available?
We offer monthly/quarterly bookkeeping, financial statement preparation, payroll integration with ADP, and accounting system setup for new businesses.
Can you assist with estate planning documents?
Yes, we prepare wills, living wills, and estate plans to ensure proper asset distribution and healthcare directives for your family's future.
Do you provide investment advisory services?
Our licensed advisors offer portfolio management, risk analysis, and investment strategies tailored to individual financial goals and risk tolerance levels.
