Tax preparation in Petaluma, CA
Petaluma (pop. 60,438) has 161 credentialed tax preparers — about 26.6 per 10,000 residents.
Credentialed preparers
161
59 CPAs · 25 EAs · 3 attorneys
Returns filed
34,770
IRS SOI, ZIP-level
Avg. AGI per return
$121,661
Avg. refund
$3,281
56% of returns get one
Self-employment share
20.4%
returns w/ Schedule C income
Use a paid preparer
56%
share of local returns
Free prep returns (VITA)
280
IRS-assisted filings
Need tax help in Petaluma?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
56% of Petaluma filers already use a paid preparer — see if it makes sense for you.
Tax services in Petaluma
Tax Preparation
Get your federal and state returns prepared and filed correctly.
Tax Relief & Resolution
Owe back taxes? Specialists negotiate with the IRS on your behalf.
Back Taxes & Unfiled Returns
Catch up on years of unfiled returns before the IRS files for you.
Audit Representation
A CPA, EA, or tax attorney deals with the IRS so you don't have to.
Business & S-Corp Tax
Entity returns, payroll tax, deductions, and quarterly planning.
Self-Employed & 1099 Taxes
Schedule C, quarterly estimates, and deductions for freelancers and gig workers.
Crypto & Digital Asset Taxes
Capital gains, DeFi, staking, and the 1099-DA era of crypto reporting.
Amended Returns (1040-X)
Fix a filed return — missed credits, wrong status, forgotten income.
Filing Extensions
More time to file (not to pay) — Form 4868 and what it really does.
IRS Notice Help
Got a letter? Know exactly what it means and what happens next.
Filing stats by ZIP code
Credentialed preparers in Petaluma
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| AbeytaV Bookkeeping | EA | 94954 | 7077878792 |
| Sorren, Inc.site | CPA | 94952 | (707) 559-7318 |
| Beels Soper LLPsite | CPA | 94952 | 2816908193 |
| Anezil Tax &Financial Services | CAA,SRTP | 94954 | 707-7903682 |
| AMY AREND | CPA | 94954-5331 | 7075099962 |
| CARINE AREND | CPA | 94954-4461 | 707-738-1583 |
| SHARON ALBERTONI CPAsite | CPA | 94952 | 7079710477 |
| Atwood Tax & Bookkeeping Servicessite | EA,SRTP · AFSP | 94954 | 7075273741 |
| JS & Co | CPA | 94954 | 7077622766 |
| Susana Ballou & Associatessite | EA · AFSP | 94952 | (707) 765-6646 |
| Trudy Balston, CPAsite | CPA | 94952 | 7076645388 |
| KATHLEEN BARKER | EA | 94954 | — |
FAQ
How many tax preparers are in Petaluma?
The IRS lists 161 credentialed tax preparers in Petaluma, CA — including 59 CPAs, 25 enrolled agents, and 3 tax attorneys.
What's the average tax refund in Petaluma?
Returns filed from Petaluma ZIP codes average a refund of $3,281, and roughly 56% of returns receive a refund.
Do I need a CPA or can I file myself?
If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.