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Services for Individuals

woman-advisor-with-couple.jpgAt Denegri & Associates we go beyond tax preparation to help our clients prepare for the future. We offer individuals and families in Sonoma County a variety of valuable tax planning services including retirement planning and wealth management.

Sonoma County CPA firm Denegri & Associates has extensive experience helping high net worth individuals minimize their tax liability and can help you with all your tax planning and estate planning needs. Regardless of your station in life, you should have a comprehensive estate plan that matches your goals and protects your assets. We take the time to explain the options carefully so that each of our clients has a clear picture of their financial standing.

Our many tax services for individuals and families include:

  • Tax return preparation
    • Individual income tax return (1040)
    • Income tax return for estates and trusts (1041)
    • Sole proprietorship taxes
  • Wealth management
    • Gift tax returns
    • Estate planning
    • Trust administration
    • Strategic tax planning to minimize tax liability
    • Retirement planning
    • Asset allocation analysis
    • Cash flow and budgeting

Want to discuss our individual tax planning services in more detail? Contact Denegri & Associates at (707) 546-1484 to schedule your free initital consultation today.