Business Details
36 Years
experience
Your Trusted Tax & Accounting Partner in Novato
Ghirardo CPA has been a trusted provider of tax, accounting, and business services since 1990, serving individuals and businesses across Marin, Sonoma, and Napa Counties. Our team of over 25 professionals includes CPAs with advanced degrees such as MBAs and master's credentials, ensuring clients receive expert guidance tailored to their unique needs. We specialize in tax compliance, wealth planning, business consulting, and real estate services, with a focus on minimizing tax liabilities and maximizing client success. Our commitment to technical excellence is reflected in our continuous investment in professional development and industry certifications. Recognized as one of the top 500 businesses in the North Bay, we have earned sixteen consecutive awards for excellence, underscoring our reputation for reliability and service quality.Our team's multilingual capabilities and deep local market knowledge enable us to serve a diverse client base with personalized attention. We prioritize long-term client relationships, built on integrity, transparency, and a passion for helping clients achieve their financial goals. Our affiliation with Ghirardo CPA Real Estate Group extends our expertise to property transactions, including 1031 tax-deferred exchanges. With offices in Novato, we combine the convenience of local accessibility with the resources of a firm serving the broader San Francisco Bay Area. Our dedication to community involvement and ethical practices reinforces our position as a leader in Northern California's accounting industry.
Services
Tax Preparation
Wealth Planning
Real Estate Consulting
QuickBooks Consulting
Payroll Services
Sales Tax Reporting
Entity Choice Advisory
Cash Flow Analysis
Succession Planning
1031 Exchange Guidance
Details
- Year established: 1990
Highlights and features
- We offer over 30 years of experience in tax and accounting services.
- Our team includes CPAs with advanced degrees and multilingual capabilities.
- We provide personalized service with a focus on long-term client relationships.
- We specialize in tax-deferred exchange strategies for real estate transactions.
- Our firm has earned sixteen consecutive local business excellence awards.
What people say
Exceptional tax planning expertise
Knowledgeable multilingual team
Reliable long-term partnerships
Excellent real estate consulting
Award-winning service quality
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings for individuals and businesses. We specialize in minimizing liabilities through strategic deductions and credits. Clients benefit from our team's ongoing training in evolving tax regulations.
Wealth Planning
We develop customized wealth management strategies for retirement, estate, and intergenerational transfers. Our approach combines tax optimization with investment analysis to secure long-term financial goals for individuals and families.
Business Consulting
From startups to established firms, we provide strategic guidance on entity selection, cash flow management, and growth planning. Our consultants help businesses navigate financial challenges and capitalize on market opportunities.
Real Estate Consulting
Our real estate services focus on tax-efficient transactions and investment strategies. We specialize in 1031 exchanges, property acquisition analysis, and structuring ownership entities to maximize deductions and minimize liabilities.
QuickBooks Consulting
We optimize financial operations through QuickBooks implementation and training. Our experts help businesses streamline bookkeeping processes, improve reporting accuracy, and integrate accounting systems with broader financial strategies.
People
Jerry Ghirardo
CPA, MBA
Co-founder with over 30 years of experience in tax strategy and business consulting. Holds an MBA and actively involved in client relationships and firm leadership.
Steve Ghirardo
CPA, MBA, MS, Real Estate Broker
Co-founder and real estate specialist with dual expertise in accounting and property transactions. Leads the firm's 1031 exchange consulting practice and affiliate real estate group.
Greta Hoversten
CPA, MBA, MS
Senior partner specializing in complex tax planning and wealth management. Provides strategic guidance to high-net-worth individuals and closely held businesses across Northern California.
Michael Domecus
CPA, MS
Tax services director with expertise in corporate compliance and international tax matters. Oversees audit processes and ensures adherence to evolving regulatory requirements.
Cindy Grove
CPA
Tax manager specializing in individual and small business returns. Focuses on maximizing deductions while maintaining strict compliance with federal and state regulations.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, payroll processing, sales tax reporting, and QuickBooks consulting to help small businesses maintain accurate financial records and comply with regulatory requirements.
How can you help with tax planning for real estate transactions?
Our specialists offer 1031 exchange guidance, property ownership structuring, and tax-deferred strategy implementation to minimize liabilities when buying or selling investment properties.
Do you work with clients outside Marin County?
Yes, while based in Novato, we serve clients throughout Sonoma, Napa, and the San Francisco Bay Area, with multilingual team members supporting diverse client needs.
What sets your wealth planning services apart?
We combine tax expertise with personalized investment strategies and intergenerational transfer planning, leveraging our CPAs' advanced financial credentials to create comprehensive wealth preservation plans.
How do you handle complex business succession planning?
Our approach includes entity restructuring, estate tax mitigation, and family business transition strategies to ensure smooth ownership transfers while preserving business value.
Can you assist with corporate tax compliance?
We prepare federal, state, and local tax returns for corporations, partnerships, and LLCs, focusing on compliance while identifying industry-specific deductions and credits.
Reviews (1)
Bradford Sharp
Jan 30, 2019
Report
I have been using Ghirardo CPA for almost 20 years. My taxes are pretty complicated (at least for me) so I really appreciate the work they do to simplify them and make my taxes acceptable for the IRS. I have real estate and stock and 401K and 1031 exchanges. You don't want to be using an online or do it yourself tax return program if you have a portfolio of diversified investments. On a recent transaction I was able to use them to help me with a 1031 exchange and they helped me find new higher return investments for the exchange money in less than the 45 day deadline for reinvesting funds.
There may be cheaper companies out there but more important to me than having the cheapest accountant is a company that can reduce my taxes and keep me out of trouble. I trust them and have confidence they are doing the right thing. On top of that, the people I work with, Steve, Jim and Nick, are really nice guys.
There may be cheaper companies out there but more important to me than having the cheapest accountant is a company that can reduce my taxes and keep me out of trouble. I trust them and have confidence they are doing the right thing. On top of that, the people I work with, Steve, Jim and Nick, are really nice guys.
