Profile
Alan Wingate
ListedCPA Tax and Accounting Practice in Santa Rosa
About
About
Alan Wingate CPA is a Santa Rosa, CA tax and accounting practice serving the Greater North Bay. The firm provides tax preparation and planning, CPA accounting, bookkeeping, estate and trust preparation, and business entity selection support.
Alan Wingate founded the firm in 2018 after several years as a CPA and has over three decades of experience in accounting, asset management, and tax preparation.
Alan Wingate CPA is a Santa Rosa, CA tax and accounting practice serving the Greater North Bay. The firm provides tax preparation and planning, CPA accounting, bookkeeping, estate and trust preparation, and business entity selection support.
Alan Wingate founded the firm in 2018 after several years as a CPA and has over three decades of experience in accounting, asset management, and tax preparation. The practice emphasizes proactive tax planning, minimizing tax liability where appropriate, and helping clients reduce audit risk through careful preparation.
The firm notes that it is accepting new clients and offers consultations that can be handled in person or virtually. It works with clients who need tax guidance, accounting support, IRS notice help, or planning around business and trust-related matters.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Remote | ||
| Bookkeeping services | Remote | ||
| Tax services | Remote | ||
Service areas
Service areas
Santa Rosa, CA
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