Capture valuable energy efficiency deductions with guidance through the 179D process.
Support affordable housing initiatives with specialized tax credit and compliance guidance.
Accelerate depreciation and improve cash flow through strategic cost segregation studies.
Protect wealth and prepare for the future with personalized estate and gift tax planning.
Navigate changing tax regulations with proactive planning and compliance support.
Manage cross-border tax complexity with guidance tailored to global operations.
Maintain compliance and protect exempt status with nonprofit-focused tax guidance.
Maximize tax incentives and support strategic investments through Opportunity Zone planning.
Identify qualifying activities and maximize available research tax credit opportunities.
Reduce uncertainty with dedicated support and guidance during tax examinations.
Receive experienced support when responding to tax notices, audits, or disputes.
Minimize tax exposure and uncover opportunities with proactive year-round tax planning.
Assurance
Insightful assurance solutions that go beyond compliance to strengthen decision-making, improve efficiency, and support your growth.
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Tax
Personalized tax solutions that simplify complexity, minimize risk, and support your financial goals.
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Accounting
Flexible accounting support that scales with your business—bringing clarity, confidence, and expert insight to every stage of growth.
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Advisory
Strategic guidance and solutions that help you or your business grow, adapt, and thrive through every challenge and opportunity.
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Private Client Services
Personalized strategies for ultra-high-net-worth individuals to preserve wealth, minimize tax impact, and plan confidently for the future, wherever life takes you.
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Does Sorren help with California state tax audit protection?
Yes. We offer a Tax Audit Protection Plan specifically designed to defend Petaluma businesses and individuals against FTB or IRS inquiries.
Can you help my Sonoma County business with the R&D Tax Credit?
Absolutely. For local manufacturing and tech firms, we identify qualifying activities to capture both federal and California-specific R&D credits.
How do you manage local sales tax for Petaluma retailers?
We handle CDTFA compliance and local district taxes, ensuring you are collecting and remitting at the correct rates for Petaluma and surrounding North Bay cities.
Do you offer ""Cost Segregation"" for local commercial properties?
Yes. If you own property in the North Bay, we use cost segregation to accelerate depreciation, which is a powerful tool for improving cash flow.
Can you help with ""Opportunity Zone"" investments in the region?
We advise on the tax benefits of investing in designated Opportunity Zones, helping you defer and reduce capital gains tax on local development projects.
