Business Details
22 Years
experience
Your Trusted Partner for Accounting and Tax Planning Solutions in Sebastopol
Founded in 2004, Ann Marie Carinalli, CPA, Inc. has been dedicated to providing comprehensive accounting and tax planning services to small and medium-sized businesses throughout Sonoma County. With over two decades of experience in the accounting profession, our firm combines deep technical expertise with a personalized approach to client relationships. Our services include tax return preparation, bookkeeping, payroll management, financial forecasting, and proactive tax planning strategies designed to help businesses thrive. As a locally rooted practice, we maintain strong ties to the community through active participation in organizations like the 4-H Foundation and Youth Ag and Leadership Foundation.Our commitment to continuous professional development ensures we remain current with evolving tax laws and accounting standards. We prioritize clear communication of complex financial concepts, emphasizing practical solutions that align with each client's unique business goals. Our value proposition extends beyond compliance work, focusing on advisory services that create long-term financial stability for our clients.
Services
Tax Planning
Bookkeeping
Payroll Services
Financial Advisory
Audit Services
Details
- Year established: 2004
Highlights and features
- 20+ years of accounting experience with personalized service
- Proactive tax planning strategies tailored to business needs
- Deep understanding of local business community requirements
- Comprehensive service bundles including bookkeeping and payroll
- Commitment to clear communication of complex financial matters
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Extremely competent
Professional
Accurate
Informed
Conscientious
Services
Tax Planning
Proactive tax planning services help businesses optimize their financial position while maintaining compliance. We develop customized strategies to minimize tax liabilities and support long-term growth. Our approach combines technical expertise with practical business insights to create actionable tax plans.
Bookkeeping
Comprehensive bookkeeping services ensure accurate financial records with monthly integration and reconciliation. We maintain organized accounting systems that provide real-time business insights. Our fixed-rate packages allow business owners to focus on operations while we manage financial documentation.
Payroll Services
Complete payroll processing solutions handle employee compensation, tax withholdings, and regulatory compliance. We manage payroll calculations and tax filings to ensure timely and accurate payments. Our services reduce administrative burdens while maintaining compliance with tax authorities.
Financial Advisory
Strategic financial advisory services combine budgeting, forecasting, and tax planning to support business growth. We provide actionable insights based on financial data analysis. Our advisory bundles help businesses make informed decisions about financial planning and operational strategies.
Audit Services
We offer audit, review, and compilation services to ensure financial statement accuracy and regulatory compliance. Our professionals examine financial records using established accounting standards. These services provide credibility to financial reports for stakeholders and lending institutions.
People
Ann Marie Carinalli
CPA
Certified Public Accountant with 20+ years of experience serving Sonoma County businesses. Former controller for Santa Rosa corporation, now specializing in tax planning and advisory services for small to medium enterprises.
Questions
What accounting services do you offer?
We provide tax planning, bookkeeping, payroll processing, financial forecasting, and audit services tailored to small and medium businesses.
How are your services different from other accounting firms?
We focus on proactive tax planning and personalized advisory services, combining technical expertise with clear communication of financial concepts.
Which areas do you serve?
We primarily serve businesses in Sonoma County including Sebastopol, Santa Rosa, Rohnert Park, Petaluma, and Healdsburg.
How can I become a client?
Contact us through our website or phone number to schedule a consultation and determine if our services match your business needs.
