Richard A. Gullotta, CPA, MBA (Tax)
Richard brings a very broad perspective to his accounting practice. He is a former IRS agent and has a master degree in taxation. He also has an Estate Planning Certificate from the CPA Education Foundation. Richard has been helping clients with their tax needs and planning for many years in Sonoma.
In addition to serving his clients’ accounting needs, Richard has extensive experience in real estate development, rental property management, is a licensed mortgage broker, an NMLS (National Mortgage Loan Originator), a real estate broker and has launched small businesses.
Every tax return is different because each client has different needs and concerns. Richard is ready to address your individual needs and concerns.
Richard’s broad experience leads to creative solutions to help accomplish your goals and objectives.
Linda Grenier, CPA
Linda serves our clients by providing tax, accounting, QuickBooks set up and training, and consulting advice to individuals, small businesses, trusts and estates. She is here all year, not just at tax time.
Linda can help you navigate the complex tax laws as you prepare the annual income tax returns for you, your business, or an estate or trust. With years of experience and constant continuing education she can help ease the pain of having your taxes done.
Our farming clients know that they can rely on Linda’s knowledge of tax laws related to farming to help prepare and plan for their tax returns. As a former vineyard owner she has a special interest in the tax planning laws as they relate to farming.
She can help you with your QuickBooks setup and questions. With a focus on teaching the client to use the information available in QuickBooks to be more informed, you can become a better business manager.
Using her extensive experience in trust and estate work, she can help you navigate the estate and trust tax requirements, recordkeeping, income tax returns, and estate tax returns. Linda can prepare the accounting required by the California Probate Code for the beneficiaries and the court. Linda has an Estate Planning Certificate from the CPA Education Foundation.
She offers an accountant’s perspective to your estate planning with ideas on how to keep the administration of an estate or trust more manageable. Her experience with U.S. Estate Tax Returns is a valuable tool in minimizing the estate tax liability.