Accounting Consulting Firm in Santa Rosa

Welcome to BPM’s Santa Rosa office, our dedicated team of professionals is committed to providing a wide range of accounting, tax, wealth management, and consulting services tailored exclusively to meet the diverse needs of our clients. Conveniently located at 110 Stony Point Road, Suite 210, Santa Rosa, CA 95401, our Santa Rosa office is readily accessible to clients throughout the North Bay area and around the world.

We cover a broad spectrum of sectors, ranging from financial services and institutions to the ever-evolving fields of nonprofits, real estate, digital assets & blockchain, consumer business, technology, life sciences, and other industries.

Irrespective of your industry, we understand and address your organization’s unique challenges and intricacies. As leaders in tax services, we guide both SEC-registered and privately held companies through the complex labyrinth of taxation. Our specialized services are specifically designed to cater to your needs, including cost segregation, state and local tax (SALT) intricacies, estate planning, valuable research tax credits, and business valuation services.

In the realm of consulting and assurance, we offer an extensive suite of services. These encompass crucial areas such as the indispensable Statements on Standards for Attestation Engagements No. 16, the imperative requirements of Sarbanes-Oxley Section 404, diligent execution of SEC audit services, insightful internal audit services, meticulous compliance services, invaluable risk assurance, and the critical oversight of audit and consulting services. We are fully prepared to provide unwavering support and expertise to tackle any challenge you may face.

Additionally, we offer managed IT, HR consulting, and outsourced accounting solutions to provide comprehensive support for your business operations. We are dedicated to your success and are here to offer unwavering support throughout your journey.