Take advantage of our offers on QuickBooks Online ProAdvisor and More.

Leo Financial Services, LLC
Leo Financial Services, LLC
  • Home
  • More
    • Services
    • Online Appointments
    • Price List
    • Terms & Conditions
    • Privacy Policy
  • More
    • Home
    • More
      • Services
      • Online Appointments
      • Price List
      • Terms & Conditions
      • Privacy Policy
  • Sign In
  • Create Account

  • Bookings
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Bookings
  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • More
    • Services
    • Online Appointments
    • Price List
    • Terms & Conditions
    • Privacy Policy

Account

  • Bookings
  • My Account
  • Sign out

  • Sign In
  • Bookings
  • My Account

Tax Preparation Services 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 specialize in 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 simplify the process of filing your taxes, ensuring it is accurate and stress-free. We also offer business tax preparation solutions tailored to meet your needs. 


With years of experience in bookkeeping and tax preparation, we know that maintaining clean, organized records is crucial for a smooth tax process. By choosing our tax planning services, you can be confident that your personal tax return is not only prepared correctly and filed on time but also 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, and those with 1099 income. In addition, we support small rental property owners and clients with multiple income streams. Whether you require individual tax preparation or comprehensive business tax preparation, we tailor our tax planning services to fit 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 services include: 


- Filing of Form 1040 for both federal and California state taxes 

- Schedule C preparation for self-employed income 

- 1099 income reporting 

- Schedule E filing for rental or investment income 

- A thorough review of deductions and credits to minimize tax liability 

- Electronic filing for quicker processing and confirmation 

- Year-end financial review to assist with tax planning services for the upcoming year.

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

Why Choose Healdsburg Bookkeeping

By combining our bookkeeping expertise with individual tax preparation and business 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, along with comprehensive tax planning services.

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 specialize in professional business tax preparation services for small businesses, LLCs, partnerships, and S corporations throughout Sonoma County. Our approach seamlessly combines accurate bookkeeping with expert tax planning services and individual tax preparation, ensuring that 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 with our business tax preparation services, 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, our tax planning services are designed to provide personalized support, keeping your taxes organized, compliant, and optimized for both business and individual tax preparation.

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

Our Business Tax Services

Our comprehensive business tax preparation services include:  


- 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  

  

In addition to our business tax preparation, we also offer individual tax preparation and tailored tax planning services to help you navigate your financial landscape effectively.

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

Why Choose Healdsburg Bookkeeping

By combining bookkeeping and business 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 through our individual tax preparation and tax planning services, not just during tax season 


Peace of mind knowing your taxes are handled by professionals.

Tax Planning Services in Sonoma County

A man holding and talking on his phone next to his laptop and notebook

Healdsburg Bookkeeping

Effective tax planning goes beyond merely filing returns; it involves making informed decisions year-round to minimize liabilities and optimize your finances. At Healdsburg Bookkeeping, we offer tailored tax planning services for individuals and small business owners across Sonoma County, including comprehensive business tax preparation and individual tax preparation. By leveraging our bookkeeping expertise alongside strategic tax planning, we help you gain a clear understanding of your income, expenses, and potential deductions, empowering you to make smarter financial decisions and avoid surprises come 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 perfect for a variety of clients, including individuals seeking individual tax preparation to optimize their deductions and credits. We also assist self-employed professionals and independent contractors, as well as small business owners, LLCs, and S corporations with their business tax preparation needs. Additionally, we cater to clients with multiple income streams or investment properties. Whether you aim to reduce your tax liability legally or prepare for significant financial decisions, we tailor our strategies to fit your unique situation.

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

Our Tax Planning Services

We offer a comprehensive approach to tax planning services, which includes: Year-round reviews of income and expenses, identification of eligible deductions and credits, and estimation of federal and state tax liabilities. For both individuals and self-employed business owners, we provide guidance on quarterly payments. Our strategic advice covers major financial events such as home purchases, business growth, or investments, and we ensure seamless coordination with bookkeeping to maintain accurate records and compliance for our individual tax preparation and business tax preparation clients.

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 receive: 


Proactive, year-round support for both business tax preparation and individual tax preparation instead of last-minute filing. 


Accurate financial records that enhance your tax planning services for effective planning. 


Reduced risk of errors or missed opportunities. 


Personalized guidance tailored to your goals and needs.

Two people smiling and shaking hands with a woman in front of them

Serving Sonoma County

We proudly serve business owners in Healdsburg, Santa Rosa, Windsor, Rohnert Park, Petaluma, and surrounding communities with expert business tax preparation and individual tax preparation services. Our tax planning 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.

Book a Consultation



Powered by

  • Monthly Bookkeeping

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept