Wealth Management Services
At 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.
Wealth Management for High Net Worth Individuals
Our Sonoma County, CA cpa firm provides wealth management services for busy professionals, families with a large number of assets, and high net worth individuals. Call us at 707-546-1484 to schedule a free free consultation today.
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
Tax Return Preparation
- Individual income tax return (1040)
- Income tax return for estates and trusts (1041)
- Sole proprietorship taxes
Reach Us
800 College Avenue
Sonoma County, CA 95404