Business Details
34 Years
experience
Trusted Accounting Services in Santa Rosa, CA
Thomas Porch & Gullickson, CPAs, a Professional Corporation, was established in December 1992 to provide high-quality accounting and tax services to individuals and businesses. Our firm prioritizes quality service, timeliness, and efficiency in every engagement, supported by a team of professionals with strong technical and business backgrounds. We specialize in tax preparation, planning, and consultation services, serving clients across diverse industries such as manufacturing, wine, retail, and non-profit sectors. Our principals hold active California State CPA Certificates and are members of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants. With decades of combined experience, we deliver personalized solutions tailored to our clients' unique financial needs.Our commitment to excellence ensures clients receive accurate, reliable, and timely guidance to navigate complex tax and accounting challenges. Located in Santa Rosa, California, we serve clients throughout Sonoma County and beyond. We welcome inquiries at any time and offer convenient access to IRS and state tax forms, record retention guides, and tax due date reminders through our website. Our team stays current with evolving tax regulations to provide informed advice that maximizes financial outcomes. Thomas Porch & Gullickson remains dedicated to building long-term relationships founded on trust, integrity, and exceptional service.
Services
Tax Preparation
Tax Planning
Tax Consultation
Audit Services
Non-Profit Accounting
Details
- Year established: 1992
Highlights and features
- We offer over 30 years of combined experience in tax and accounting services.
- Our team includes CPAs with expertise in diverse industries like manufacturing and non-profits.
- We prioritize timeliness, efficiency, and personalized client service.
- Our principals are active members of leading accounting professional organizations.
- We provide comprehensive resources, including tax form access and due date reminders.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants
- California State Board of Accountancy
Services
Tax Preparation
We prepare individual and business tax returns with precision, ensuring compliance with federal and state regulations. Our team stays updated on tax law changes to maximize deductions and credits. Clients receive clear guidance to minimize liabilities and avoid penalties.
Tax Planning
Our proactive tax planning services help clients optimize financial decisions throughout the year. We analyze income, investments, and business operations to develop strategies that reduce tax burdens. This includes retirement planning and estate tax considerations for individuals.
Tax Consultation
We offer expert advice on complex tax scenarios, including business mergers, property transactions, and international filings. Our consultations provide actionable insights to support informed decision-making. Clients benefit from tailored solutions aligned with their long-term goals.
Audit Services
We assist clients during IRS or state audits with thorough documentation and representation. Our team identifies risk areas and ensures accurate reporting to resolve discrepancies efficiently. Audit support includes preparation for future compliance.
Non-Profit Accounting
We specialize in accounting for non-profits, including grant management, compliance reporting, and donor transparency. Our services ensure adherence to specific regulations while supporting financial sustainability. Clients receive budgeting and grant application support.
People
Kelly M. Weaver
CPA
Kelly M. Weaver, CPA, has over two decades of public accounting experience, including managing her own practice. She specializes in individual, business, and non-profit taxation, serving diverse Sonoma County industries.
Teresa S. Hubbard
CPA
Teresa S. Hubbard, CPA, focuses on tax consulting and compliance for individuals and small businesses. With expertise in retail, manufacturing, and real estate sectors, she helps clients navigate life-phase financial decisions.
Questions
What services does Thomas, Porch & Gullickson offer?
We provide tax preparation, planning, consultation, audit services, and accounting support for individuals and businesses across industries.
Are your CPAs licensed in California?
Yes, all our CPAs hold active California State CPA Certificates and are members of leading professional organizations.
How can I access tax forms?
Our website offers quick access to IRS and state tax forms, record retention guides, and tax due date reminders.
Do you serve businesses outside Sonoma County?
While based in Santa Rosa, we serve clients throughout California and beyond with tailored accounting solutions.
What industries do you specialize in?
We work with manufacturing, wine, retail, professional services, and non-profit sectors, among others.
