When you hire Cromwell for bookkeeping you get a partner who takes the burden of bookkeeping and financial admin off your plate and provides you high-quality, real-time financials. This saves you time, increases revenue, helps you avoid penalties, and enables decision making which ultimately means more money in your pocket. Our bookkeeping services are tailored to your needs and can include recording & reconciling transactions, tracking payables, receivables, and loans, sales tax reporting, worker's comp filings and audits, bill pay, statement of information filing, business license renewal, BLS census reporting, 571L filings, S-Corp payroll compliance support, and preferred pricing arrangement with ADP for payroll. We also provide income tax preparation services for individuals, sole proprietors, LLCs, trusts & estates, partnerships, C Corporations, and S Corporations. We have a physical office in downtown Santa Rosa so you can stop by at anytime. We also keep the candy jar full if you need a pick me up.
Summer Morris CPA is a boutique accounting firm serving business owners, S-Corporation shareholders, and individuals with more complex tax situations. We work with a limited number of clients each season, which allows us to provide thoughtful, accurate income tax preparation, ongoing QuickBooks Online accounting, and proactive guidance throughout the year. What makes our firm unique is a strong emphasis on clarity and education. We believe clients make better decisions—and experience far less stress—when they truly understand what’s happening in their finances. In addition to tax and accounting services, we offer private, one-to-one training and advisory sessions via Zoom, helping clients gain confidence in their numbers and the choices they’re making for their business. We utilize QuickBooks Online (QBO), and meetings are available by appointment in person, via Zoom, or by telephone. If you’re looking for individualized support and a long-term CPA relationship, you’re in the right place.
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We are currently full and not taking on new clients. Specializing in tax returns and assisting with bookkeeping for individuals and businesses. Full service bookkeeping not provided.
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We help individuals or businesses like yours succeed and the first step is organization and knowing your numbers. My bookkeeping and accounting services will help you stay financially organized while you have the confidence to grow and expand on your business.
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**I'm not accepting new clients at this time** Individual income tax returns. Small business bookkeeping, payroll, sales and income tax.
