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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How do we manage the 10% Santa Rosa combined sales tax rate?
We ensure your retail or service business accurately collects and remits every cent to comply with the city's high district rates.
Do you specialize in ""Post-Fire Recovery"" tax incentives?
Yes. We help Santa Rosa property owners utilize federal and state relief for ongoing rebuilding efforts and property loss.
Can you help my wine-related business with inventory tax strategy?
We optimize how you account for aged wine and vineyard assets to minimize the annual tax burden on your inventory.
How do you handle ""Nexus"" for Santa Rosa firms selling globally?
We manage multi-state and international tax compliance to ensure you aren't overpaying as you expand outside the North Bay.
Does Sorren assist with the 2026 ""Small Business Resilience"" credits?
We identify state credits designed to help Santa Rosa businesses thrive amidst rising operational costs.
