Accounting and tax for real estate in Santa Rosa, delivered remotely

Sound familiar?

• You want a clearer picture of each property.

  Books kept property by property show what each one earns and costs — and carry straight through to your return.

• Properties held in partnerships or LLCs.

  Coordinate the returns and reporting required for your properties and entities with your individual tax return.

• A purchase, sale or refinance is coming.

  The tax effect of a transaction is best understood before it closes, not after. Talk it through with Brent while the choices are still open.

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

How we help.

• Monthly accounting

  Property-level books, reconciled and reported.

• Individual returns with rental properties

  Federal and state, rental activity included.

Services and starting prices.

• 01

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

• 02

  Accounting + Tax + Planning

  From $900/mo

  Monthly 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

• 03

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

Starting prices. Your scope and price are agreed in writing before work begins.

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Santa Rosa at a glance

• 235

  real estate firms with paid employees in the ZIP codes 95403, 95404, 95405, 95407 and 95409 that serve Santa Rosa

  Source: U.S. Census Bureau, ZIP Code Business Patterns 2023

• 8%

  share of returns with rental or royalty income (proxy)

  Source: derived by Tucker from IRS Statistics of Income ZIP code data, tax year 2022 (returns filed from the place’s ZIP codes, a proxy for the place)

Tax offices for Santa Rosa real estate businesses

• City of Santa Rosa Finance Department, Revenue Division (business taxes)

  City business tax and licenses.

  90 Santa Rosa Avenue, City Hall Annex, 1st Floor, Santa Rosa, CA 95404

  Phone 707-543-3170

  Official website

• Sonoma County Auditor-Controller-Treasurer-Tax Collector

  County property tax collection.

  Phone (707) 565-2281

  Official website

• California Franchise Tax Board (income tax)

  State tax and revenue agency.

  Phone 800-852-5711

  Official website

• IRS Taxpayer Assistance Center - Santa Rosa

  Federal tax help in person.

  777 Sonoma Ave., Santa Rosa, CA 95404

  Phone (707) 535-3859

  Official website

Census ZIP Code Business Patterns 2023 counts 235 real estate firms with paid employees in the ZIP codes that serve Santa Rosa, a separate measure from the rental income proxy.

In Sonoma County, California, the Sonoma County Auditor-Controller-Treasurer-Tax Collector collects property tax. The City of Santa Rosa Finance Department, Revenue Division (business taxes) is the city office for local taxes.

The state and federal listings are the California Franchise Tax Board (income tax) and the IRS Taxpayer Assistance Center - Santa Rosa. Brent keeps property-level books and plans taxes through the year for real estate clients in Santa Rosa.

Source: each office's official website, checked October 16, 2026.