Business Details
34 Years
experience
Your Trusted CPAs in Santa Rosa, CA
Established in 1992, Thomas Porch & Gullickson is a full-service Certified Public Accounting firm dedicated to delivering quality service, timeliness, and efficiency in every engagement. Our team of experienced CPAs brings strong technical and business expertise, serving clients across diverse sectors including manufacturing, wine, retail, professional services, and non-profits. We specialize in individual, business, non-profit, trust, and estate taxation, alongside auditing and cost accounting.Our principals hold active memberships in the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants, maintaining current licensure with the California State Board of Accountancy. We prioritize client satisfaction through personalized solutions tailored to evolving financial needs.
Services
Tax Preparation
Tax Planning
Tax Consultation
Auditing
Cost Accounting
Non-Profit Taxation
Trust & Estate Taxation
Business Tax Services
Individual Tax Services
Sector-Specific Tax Solutions
Details
- Year established: 1992
Highlights and features
- We have over 25 years of experience in public accounting and tax services.
- Our team includes CPAs with expertise in diverse sectors like manufacturing and non-profits.
- We offer tailored tax solutions for individuals, businesses, and trusts.
- Our principals maintain active memberships in leading accounting professional organizations.
- We prioritize client education and transparency in all financial matters.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants
- California State Board of Accountancy
Services
Tax Preparation
We prepare federal and state tax returns for individuals, businesses, and non-profits. Our process ensures compliance with current regulations while maximizing deductions. Clients receive clear explanations of their filings and deadlines.
Tax Planning
Our proactive tax planning identifies opportunities to minimize liabilities through year-round strategies. We analyze income, investments, and business operations to create customized plans aligned with long-term financial goals.
Tax Consultation
We provide expert guidance on complex tax matters, including business structure optimization and estate planning. Our consultations address specific client scenarios with actionable, legally compliant solutions.
Auditing
Our auditing services ensure accurate financial reporting through thorough examination of records. We conduct compliance audits and internal reviews to verify adherence to accounting standards and regulatory requirements.
Non-Profit Taxation
We specialize in tax compliance for non-profits, including Form 990 preparation and exemption applications. Our services address unique reporting requirements while supporting organizational financial health and donor transparency.
People
Kelly M. Weaver
CPA
Kelly graduated from Sonoma State University with a degree in Management and Accounting. With over 20 years in public accounting, she specializes in taxation for businesses, trusts, and non-profits across Sonoma County.
Teresa S. Hubbard
CPA
Teresa holds a Master of Science in Accounting from Oklahoma State University. She focuses on tax consulting for individuals and small businesses, with expertise in real estate and retirement planning strategies.
Questions
What accounting services do you offer?
We provide tax preparation, planning, consultation, auditing, and specialized services for non-profits, trusts, and businesses across Sonoma County.
How are you different from other accounting firms?
Our team combines decades of local experience with industry-specific expertise, maintaining active memberships in top professional accounting organizations.
What tax deadlines should I be aware of?
We track federal and state tax due dates annually. Visit our Tax Center for updates or contact us for personalized deadline reminders.
