Profile
Wilkinson & Davis LLP
ListedCPA firm for tax planning, compliance, and business support in Santa Rosa
About
About
Wilkinson & Davis LLP is a CPA firm based in Santa Rosa, California, serving Sonoma County. The firm works with small to mid-sized businesses, business owners, and individual taxpayers, combining planning, consulting, and compliance support in a local-firm setting.
Its services include tax planning, income tax compliance, entity structuring, estate tax planning and mitigation, IRS income tax audit assistance, and consulting related to business sales…
Wilkinson & Davis LLP is a CPA firm based in Santa Rosa, California, serving Sonoma County. The firm works with small to mid-sized businesses, business owners, and individual taxpayers, combining planning, consulting, and compliance support in a local-firm setting.
Its services include tax planning, income tax compliance, entity structuring, estate tax planning and mitigation, IRS income tax audit assistance, and consulting related to business sales and acquisitions. The profile facts also list accounting, bookkeeping, payroll, payroll tax compliance, sales tax, new business formation, and IRS notice support.
The firm presents Derrick Wilkinson and Derek Davis as Certified Public Accountants, with Derek Davis noted for work in tax consulting, planning, and compliance for flow-through businesses and their owners.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| New business formation | Standard | ||
| Bookkeeping services | Standard | ||
| Payroll services | Standard | ||
| Payroll tax compliance | Standard | ||
| IRS notice and audit help | Standard | ||
| Sales tax | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Service areas
Service areas
Sonoma County, CA
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