Bollinger, Glenn Guattery Gunn McAravy, LLP
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          Our Expertise

          Tax and Accounting

          Bollinger, Glenn, Guattery, Gunn & McAravy, LLP offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below is a list of services we offer to our clients along with a brief description.

          As this list is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

          (Click Service Title For Details)
          • Tax Planning & Preparation

          • Estate & Trust Tax Preparation

          • Tax Agency Representation

          • Sales Tax Services

          • Accounting Services

          • Financial Statements Fulfillment

          • Cash Flow & Budgeting Analysis

          • Financial Forecasts & Projections

          • Business Consulting

          • Management Advisory Services

          • QuickBooks Support

          • Litigation Support


          Tax Services - Tax Planning & Preparation

          Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

          Estate & Trust Tax Preparation

          Effective estate and gift planning facilitate the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

          Tax Agency Representation

          During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state tax agencies.

          Sales Tax Services

          Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
          Accounting Services

          Accounting Services

          Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
          • General ledger & financial statement preparation

          • Bookkeeping (Monthly/Quarterly/Annual)

          • Accounting system setup for new businesses

          • Computerized payroll services

          • Business tax return preparation (Sales & Use/Business Property)

          • Personal financial statements

          • Litigation support


          Financial Statements Fulfilment (engagement preparation)

          We can assist you in the preparation of your financial statements in accordance with professional standards. Financial statements produced can be a useful tool for management for making financial decisions.

          Cash Flow & Budgeting Analysis

          A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

          Financial Forecasts & Projections

          Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

          Consulting Services

          Business Consulting

          We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

          Management Advisory Services

          Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

          QuickBooks Support

          We provide assistance in the implementation of your QuickBooks software and ongoing training and support in its use. We assist in designing your accounting and reporting systems to best meet your needs. We have QuickBooks Pro Advisors on our staff.

          Other Services

          Litigation Support

          Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

          © 2017-2021, Santa Rosa CPA - Accounting Firm

          Bollinger Glenn Guattery Gunn & McAravy LLP, 111 Santa Rosa Ave Suite 400, Santa Rosa, Ca 95404

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