Leo Financial Services, LLC
Leo Financial Services, LLC
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Individual Tax Preparation in Sonoma County

A clock, a Form 1040, a calculator, and a pen arranged on a table

Healdsburg Bookkeeping

 Tax season doesn’t have to be stressful. At Healdsburg Bookkeeping, we provide professional individual tax preparation services for residents throughout Sonoma County. Whether you are a W-2 employee, self-employed, or an independent contractor, our goal is to make filing your taxes simple, accurate, and stress-free.

With years of experience in bookkeeping and tax preparation, we understand that clean, organized records are the foundation of a smooth tax process. By working with us, you can feel confident that your personal tax return is prepared correctly, filed on time, and optimized for all eligible credits and deductions.

A woman holding and typing on a calculator.

Who We Serve

 We assist a wide range of individual taxpayers, including:

  • W-2 employees with standard income
     
  • Self-employed individuals and independent contractors
     
  • Individuals with 1099 income
     
  • Small rental property owners
     
  • Clients with multiple income streams
     

No matter your situation, we tailor our services to your needs and ensure your tax return is accurate and compliant.

A Form 1040, a note labeled ‘Tax Due,’ and a penny on a table

Our Individual Tax Services

 Our comprehensive individual tax preparation includes:

  • Form 1040 federal and California state filing
     
  • Schedule C for self-employed income
     
  • 1099 income reporting
     
  • Schedule E for rental or investment income
     
  • Review of deductions and credits to minimize liability
     
  • Electronic filing for faster processing and confirmation
     
  • Year-end financial review to prepare for next year

A man in a suit smiling at a woman in front of him

Why Choose Healdsburg Bookkeeping

  By combining our bookkeeping expertise with tax preparation, we offer:

  • Organized financial records that simplify filing
     
  • Reduced risk of errors or missed deductions
     
  • Personalized guidance tailored to your unique situation
     
  • Timely filing to avoid penalties and stress
     
  • Support year-round, not just during tax season

Business Tax Preparation in Sonoma County

A Form 1040, a note reading ‘Tax Time!’, and a clock on a table

Healdsburg Bookkeeping

 Running a business is hard enough — your taxes shouldn’t add to the stress. At Healdsburg Bookkeeping, we provide professional business tax preparation services for small businesses, LLCs, partnerships, and S corporations throughout Sonoma County.

Our approach combines accurate bookkeeping with expert tax filing, ensuring your business taxes are prepared correctly, deductions are maximized, and deadlines are met. Whether you are a new business owner or an established company, we tailor our services to your unique financial situation.

The upper body of a woman typing on a calculator, with a laptop next to her

Who We Serve

 We assist a wide variety of business clients, including:

  • Sole proprietors and single-member LLCs
     
  • Partnerships
     
  • S Corporations
     
  • Small business owners with employees
     
  • Businesses with rental or investment income
     

No matter the size or complexity of your business, we provide personalized support to keep your taxes organized, compliant, and optimized.

 Pennies, a calculator, a pencil, and a notebook on a table

Our Business Tax Services

 Our comprehensive business tax preparation includes:

  • Federal and California state filings
     
  • Schedule C for sole proprietors
     
  • Partnership and S-Corp returns
     
  • 1099 contractor reporting
     
  • Review of expenses and deductions to minimize tax liability
     
  • Year-end financial review to prepare for the next tax year
     
  • Electronic filing (e-file) for secure and timely submissions

A woman smiling and looking at her laptop in front of her

Why Choose Healdsburg Bookkeeping

 By combining bookkeeping and tax preparation, we provide businesses with:

  • Accurate, well-organized financial records
     
  • Reduced risk of errors or missed deductions
     
  • Guidance on tax compliance and reporting requirements
     
  • Support year-round, not just during tax season
     
  • Peace of mind knowing your taxes are handled by professionals

Tax Planning Services in Sonoma County

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Healdsburg Bookkeeping

  Effective tax planning is about more than filing returns — it’s about making informed decisions year-round to minimize liabilities and optimize your finances. At Healdsburg Bookkeeping, we provide proactive tax planning services for individuals and small business owners throughout Sonoma County.

By combining our bookkeeping expertise with strategic tax planning, we help you understand your income, expenses, and potential deductions so you can make smarter financial decisions and avoid surprises at tax time.

A person holding a penny above a jar with one hand while holding a pen in the other

Who Can Benefit

  Our tax planning services are ideal for:

  • Individuals seeking to optimize deductions and credits
     
  • Self-employed professionals and independent contractors
     
  • Small business owners, LLCs, and S corporations
     
  • Clients with multiple income streams or investment properties
     

Whether you want to reduce your tax liability legally or prepare for major financial decisions, we tailor strategies to your unique situation.

A woman sitting in front of a laptop while typing on a calculator

Our Tax Planning Services

 We provide a comprehensive approach to tax planning, including:

  • Year-round review of income and expenses
     
  • Identification of eligible deductions and credits
     
  • Estimation of federal and state tax liabilities
     
  • Guidance for self-employed or business owners on quarterly payments
     
  • Strategic advice for major financial events (home purchase, business growth, or investments)
     
  • Coordination with bookkeeping to ensure accurate records and compliance

Pennies, a calculator, a notebook, and cubes with the word ‘Taxes’ and a percentage sign on a table

Why Choose Healdsburg Bookkeeping

 With our combined bookkeeping and tax expertise, you get:

  • Proactive, year-round support instead of last-minute filing
     
  • Accurate financial records that support effective planning
     
  • Reduced risk of errors or missed opportunities
     
  • Personalized guidance tailored to your goals and needs


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Serving Sonoma County

We proudly serve business owners in Healdsburg, Santa Rosa, Windsor, Rohnert Park, Petaluma, and surrounding communities. Our services are available securely online, making it easy to get professional help no matter your location.  Don’t wait until the last minute. Let Healdsburg Bookkeeping handle your taxes with care and precision. Contact us today to schedule your tax preparation appointment and get your finances organized for the year ahead. 

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