Individual Services

At Gerald McGowin CPA, a Sonoma Certified Public Accounting firm, we provides a wide variety of tax management and financial planning services tailored to meet the needs of our individual clients. Through continued training, we are committed to providing our clients with tax planning strategies to minimize your tax liability. Our services are designed to make the entire process easy for you.

We provide the following services:

All tax services -- individual tax preparation Strategic tax planning IRS problem resolution Wealth planning and implementation Budgeting Retirement preparation Estates, trusts and gifts Wealth transfers Estate tax planning College savings programs

To learn more about how we can assist you, call us at 707-938-0202 and ask for Gerald.