WHO WE SERVE · MEDICAL & PROFESSIONAL PRACTICES
Accounting and tax for Petaluma medical and professional practices
Brent Tucker, CPA, gives year-round CPA access and monthly accounting to Petaluma medical and professional practices in California. In ZIP codes 94952 and 94954, Census ZIP Code Business Patterns 2023 counts 32 physician offices with paid employees.
Sound familiar?
More owners, more entities, more returns.
As a practice adds partners or separate entities, the filings multiply. The practice’s returns are coordinated with each owner’s return.
You need a clearer view of how the practice is performing.
Monthly statements show what comes in, what it costs to run the practice, and what remains — explained in plain terms.
A major decision is on the horizon.
A new provider, new equipment, a second location. Talk it through with Brent before you commit, with the tax consequences in view.
Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.
How we help.
Monthly accounting
Current books and financial statements.
Business and owner returns
Prepared together.
Services and starting prices.
- 01
Accounting + Tax + Planning
From $900/moMonthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.
Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms
- 02
Monthly Accounting
From $400/moTransaction categorization, account reconciliations, financial statements and regular accounting support.
- 03
Tax Preparation
From $300Individual returns (federal and one state) from $300; business returns from $750.
Starting prices. Your scope and price are agreed in writing before work begins.
Work directly with Brent.
Licensed CPA · 10+ years in public accounting · Member, AICPA and MICPA
Brent has served medical and professional-services clients throughout his career, at a boutique firm and at a large national accounting and advisory firm.
Brent Tucker is a CPA licensed in Michigan and serves clients in other states under applicable CPA mobility provisions.
More about BrentPetaluma at a glance
32
physician offices with paid employees in the ZIP codes 94952 and 94954 that serve Petaluma
Source: U.S. Census Bureau, ZIP Code Business Patterns 2023
11%
share of physician offices with 10+ employees (estimate)
Source: estimate derived by Tucker from Census ZIP Code Business Patterns 2023; not a published figure
Tax offices for Petaluma medical practices
City of Petaluma Finance Department, Business License & Tax
City business tax and licenses.
Phone 707-778-4354
Sonoma County Auditor-Controller-Treasurer-Tax Collector
County property tax collection.
Phone (707) 565-2281
California Franchise Tax Board (income tax)
State tax and revenue agency.
Phone 800-852-5711
IRS Taxpayer Assistance Center - Santa Rosa
Federal tax help in person.
777 Sonoma Ave., Santa Rosa, CA 95404
Phone (707) 535-3859
Brent Tucker, CPA, does the monthly accounting for Petaluma practices and prepares business and owner returns together, with year-round CPA access for the decisions in between. Sonoma County, California, lists the Sonoma County Auditor-Controller-Treasurer-Tax Collector, which collects property tax.
The City of Petaluma Finance Department, Business License & Tax is the city's listing for local taxes. The California Franchise Tax Board (income tax) covers the state and the IRS Taxpayer Assistance Center - Santa Rosa covers federal matters.
Tucker CPA derives an estimate that 11% of physician offices in those ZIP codes have 10+ employees.
Source: each office's official website, checked October 16, 2026.
GET STARTED
Let's talk about your numbers.
Tell us a little about your business or situation, and Brent will reply personally. No office visit needed — meetings are by phone or video, wherever you’re based.
Call 888-762-4370 · Email brent@brenttuckercpa.com · Prefer to pick a time? Book a consultation online