Fresno Tax Solutions

Fresno’s economy is deeply tied to agriculture, logistics, and manufacturing—industries with complex and evolving tax needs. Sorren helps agribusinesses, distributors, and mid-market companies navigate challenges like seasonal income fluctuations, multi-entity structures, and state tax compliance. Our Fresno tax team focuses on proactive planning that reduces liability and supports long-term stability.

Fresno Tax Solutions

179D Deduction

Capture valuable energy efficiency deductions with guidance through the 179D process.

Affordable Housing Tax

Support affordable housing initiatives with specialized tax credit and compliance guidance.

Cost Segregation

Accelerate depreciation and improve cash flow through strategic cost segregation studies.

Estate, Trust & Gift

Protect wealth and prepare for the future with personalized estate and gift tax planning.

Federal, State & Local Tax

Navigate changing tax regulations with proactive planning and compliance support.

International Tax

Manage cross-border tax complexity with guidance tailored to global operations.

Nonprofit Tax

Maintain compliance and protect exempt status with nonprofit-focused tax guidance.

Opportunity Zones

Maximize tax incentives and support strategic investments through Opportunity Zone planning.

Research Tax Credit

Identify qualifying activities and maximize available research tax credit opportunities.

Tax Audit Protection Plan

Reduce uncertainty with dedicated support and guidance during tax examinations.

Tax Authority Representation

Receive experienced support when responding to tax notices, audits, or disputes.

Tax Planning

Minimize tax exposure and uncover opportunities with proactive year-round tax planning.

Industries Served

Other Services

Contact Information

Roxanne Shockey, CPA
Roxanne Shockey, CPA
Office Partner-In-Charge
9 River Park Place East, Suite 450, Fresno, CA 93720
Phone: 559-225-5200
Fax: 559-225-5270

Frequently Asked Questions (FAQs)

How does Sorren help Central Valley agribusinesses with tax planning?

We specialize in agricultural-specific credits and accelerated depreciation for farm equipment to maximize cash flow for Fresno growers.

Can you assist with the California R&D Tax Credit for Fresno tech firms?

Yes. We identify qualifying research and development activities within the local manufacturing and tech sectors to capture both state and federal credits.

How do you handle local sales tax compliance for Fresno retailers?

We manage CDTFA filings and ensure your systems are calibrated for Fresno's specific district tax rates to avoid audit penalties.

Do you offer "Cost Segregation" for Central Valley commercial properties?

Absolutely. We front-load depreciation for local warehouses and commercial hubs to improve your immediate tax position.

Can you help with "Opportunity Zone" investments in the Fresno area?

We advise on tax-efficient reinvestment of capital gains into designated Fresno growth zones to defer and reduce tax liabilities.