Business Details
36 Years
experience
Trusted Accounting & Tax Services in Santa Rosa, CA
At Daniel N Canellos CPA, CPA, A Professional Corporation, we deliver high-quality accounting and tax services tailored to individuals and small to mid-size businesses. Our founder, Daniel Canellos, brings extensive public accounting experience from roles at local CPA firms and a top 50 CPA firm in New York City. We serve clients across California wine country, from Marin County to the North Coast, with expertise in agricultural, real estate, manufacturing, wholesale, retail, and nonprofit industries. Our team includes office manager Gianna Garcia, with over 25 years in public accounting, and staff accountant Jason Canellos, who provides bookkeeping and tax services.We specialize in tax preparation and planning, audit representation, business consulting, and business valuations for closely held businesses. Our services extend to multi-state tax planning, accounting and attestation services, and full-service payroll processing. We prioritize personalized solutions, leveraging decades of combined experience to address complex tax and accounting challenges. Our commitment to excellence is reflected in our memberships with the American Institute of Certified Public Accountants and the California State Society of CPAs. We aim to build long-term relationships by delivering reliable, client-focused financial expertise.
Services
Tax Preparation
Business Consulting
Audit Representation
Payroll Services
Bookkeeping
Multi-State Tax Planning
Financial Statements
Entity Selection
Sales Tax Returns
Federal Tax Reports
Details
- Year established: 1990
Highlights and features
- We offer 25+ years of public accounting experience across diverse industries.
- Our team provides IRS audit representation with proven compliance expertise.
- We deliver business valuations for sales, divorces, and financial planning.
- Our services include multi-state tax planning and full-service payroll processing.
- We combine local knowledge with expertise from top-tier national accounting firms.
Associations and certifications
- American Institute of Certified Public Accountants
- California State Society of CPAs
Services
Tax Preparation
We prepare and plan individual and business tax returns for corporations, S-corps, partnerships, LLCs, and sole proprietorships. Our expertise includes estate, gift, and trust tax planning while ensuring compliance with federal and state regulations through strategic multi-state tax solutions.
Audit Representation
Our team represents clients during IRS and state agency audits, including the Franchise Tax Board and Employment Development Department. We handle documentation requests, negotiations, and compliance verification to protect your business interests during audit processes.
Business Valuations
We conduct business valuations for closely held companies to determine fair market value. These assessments support business sales, marital dissolutions, and internal financial planning, providing accurate valuations based on industry-specific metrics and market conditions.
Payroll Services
Our full-service payroll processing handles federal and state tax filings, wage calculations, and compliance reporting. We manage monthly/quarterly payroll cycles, tax deposits, and year-end reporting to ensure accurate employee compensation and regulatory adherence.
Entity Selection
We advise on optimal business entity choices considering tax implications and liability protection. Our consultation covers corporations, LLCs, partnerships, and sole proprietorships, helping clients understand tax consequences and compliance requirements for their chosen business structure.
People
Daniel Canellos
CPA
Daniel Canellos brings extensive public accounting experience from local firms and a top 50 national CPA firm. He specializes in tax planning for agricultural, real estate, and manufacturing sectors while serving clients across California wine country.
Gianna Garcia
Office Manager
Gianna Garcia manages office operations with over 25 years of public accounting experience. She oversees administrative functions and client communications while supporting tax preparation and bookkeeping services for small businesses.
Jason Canellos
Staff Accountant
Jason Canellos provides bookkeeping and tax preparation services, supporting clients with financial record-keeping and compliance requirements. He works closely with small businesses to maintain accurate accounting systems and prepare regulatory filings.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and tax compliance services tailored to small businesses in California wine country.
Do you handle multi-state tax filings?
Yes, we assist with multi-state tax planning and filings for businesses operating across state borders.
Can you represent me during IRS audits?
Yes, we offer audit representation services before the IRS, Franchise Tax Board, and other state agencies.
What industries do you specialize in?
We specialize in agricultural, real estate, manufacturing, wholesale/retail, and nonprofit sectors.
Do you provide business valuation services?
Yes, we perform business valuations for sales, marital dissolutions, and internal financial planning.
