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Accountants in Petaluma, CA — 15 Top-Rated Firms (2026)

We list 15 accounting firms in Petaluma, California that have a website and a public review record — 7 CPA firms, 5 financial planners, 2 bookkeepers, and 1 tax preparer. 7 hold a Google rating of 4.5★ or higher, and the average across the 15 rated firms here is 4.11★. They are sorted by Google rating and review count.

By service: CPAs & Accountants (7)|Financial Planners (5)

The highest-rated firm in Petaluma is Lucey Wealth Advisors LLC (5.0★, 8 reviews). 7 of 15 rated firms hold a 4.5★ or higher Google rating.

Showing 15 of 15 firms · sorted by Google rating
1.
Lucey Wealth Advisors LLC
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 1129 Industrial Ave Ste 102, Petaluma, CA 94952
Services: advisory
(707) 217-0774WebsiteMore info
2.
Torkelson & Associates CPAs, LLP
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Bookkeeping · 3835 Cypress Dr STE 110, Petaluma, CA 94954
Services: tax preparation, tax planning
(707) 795-2691WebsiteMore info
3.
Baldwin, McGaughey & Co. LLP
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 737 Southpoint Blvd STE K, Petaluma, CA 94954
Services: accounting & tax
(707) 762-3517WebsiteMore info
4.
North Bay CPA
★★★★★★★★★★5.0(1 Google review)IRS PTIN
CPA Firm · 1129 Industrial Ave STE 203, Petaluma, CA 94952
Services: bookkeeping
(707) 559-5380WebsiteMore info
5.
Hispano Income Tax
★★★★★★★★★★4.9(84 Google reviews)✓ Verified on Google
Bookkeeping · 610 E Washington St, Petaluma, CA 94952
Services: payroll, tax preparation
(707) 347-5942WebsiteMore info
6.
H&R Block
★★★★★★★★★★4.8(47 Google reviews)✓ Verified on Google
CPA Firm · 3100 Lakeville Hwy, Petaluma, CA 94954
Services: tax preparation, tax planning, advisory
(707) 773-1382WebsiteMore info
7.
H&R Block
★★★★★★★★★★4.6(121 Google reviews)✓ Verified on Google
CPA Firm · 401 Kenilworth Dr Ste 430, Petaluma, CA 94952
Services: tax preparation, tax planning, advisory
(707) 762-8992WebsiteMore info
8.
Redwood Credit Union
★★★★★★★★★★4.4(52 Google reviews)✓ Verified on Google
Financial Planning · 301 N McDowell Blvd, Petaluma, CA 94954
(707) 545-4000WebsiteMore info
9.
Strategic Tax and Accounting Group
★★★★★★★★★★4.2(21 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 124 Howard St, Petaluma, CA 94952
Services: bookkeeping, financial planning
(707) 762-9300WebsiteMore info
10.
Block Advisors
★★★★★★★★★★3.9(9 Google reviews)✓ Verified on Google
CPA Firm · 765 Baywood Dr Ste 133, Petaluma, CA 94954
Services: bookkeeping, tax preparation
(707) 773-0255WebsiteMore info
11.
Haas & Reaney, LLP
★★★★★★★★★★3.7(6 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 3835 Cypress Dr, Petaluma, CA 94954
(707) 603-4227WebsiteMore info
12.
Bank of America Financial Center
★★★★★★★★★★3.1(8 Google reviews)✓ Verified on Google
Financial Planning · 200 Kentucky St, Petaluma, CA 94952
Services: advisory
(707) 769-2850WebsiteMore info
13.
Sorren - Petaluma
★★★★★★★★★★3.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 201 1st St #208, Petaluma, CA 94952
Services: bookkeeping, audit & assurance
(707) 542-3343WebsiteMore info
14.
BMO Bank N.A Branches
★★★★★★★★★★2.6(13 Google reviews)✓ Verified on Google
Financial Planning · 401 Kenilworth Dr, Petaluma, CA 94952
Services: advisory
(707) 778-3300WebsiteMore info
15.
Bank of America Financial Center
★★★★★★★★★★2.4(37 Google reviews)✓ Verified on Google
Financial Planning · 181 N McDowell Blvd, Petaluma, CA 94954
Services: advisory
(707) 782-0666WebsiteMore info

Top accounting firms in Petaluma

#FirmServiceGoogle ratingReviews
1Lucey Wealth Advisors LLCFinancial Planning5.0 / 58
2Torkelson & Associates CPAs, LLPBookkeeping5.0 / 52
3Baldwin, McGaughey & Co. LLPCPA Firm5.0 / 51
4North Bay CPACPA Firm5.0 / 51
5Hispano Income TaxBookkeeping4.9 / 584

More Firms in Petaluma

Firms without a website or enough reviews for a profile page of their own.

How to choose an accountant in Petaluma

  • Verify credentials — a CPA holds a state Board of Accountancy license; a tax preparer should have a valid IRS PTIN and, ideally, an EA (Enrolled Agent) designation.
  • Match the specialty to your needs — small-business tax, S-corp/LLC filings, bookkeeping, or personal returns are different skill sets.
  • Confirm they e-file and use current software, and ask how they handle IRS notices or audits.
  • Get the fee structure in writing — hourly, flat per-return, or monthly retainer — before engaging.
  • Ask for an engagement letter defining scope, responsibilities, and deadlines.

How to verify a CPA license »

What accountants cost

Typical national ranges: individual tax return $150–$450, monthly bookkeeping $200–$700, business return $500–$2,500+.

Cost guidance is a national reference range, not a quote — actual fees depend on return complexity, entity type, and the firm. Always request a written estimate.

Frequently asked questions

How many accountants are in Petaluma?
We list 15 accounting firms in Petaluma, California that have a website and a public review record, 7 of which hold a 4.5★+ Google rating. 64 businesses in Petaluma appear in the underlying public data.
How much does an accountant cost in Petaluma?
Fees vary by complexity and firm. As a national reference, an individual tax return typically runs $150–$450, monthly bookkeeping $200–$700, and a business return $500–$2,500+. Ask each firm for a written fee estimate.
Do I need a CPA or a bookkeeper?
A bookkeeper records day-to-day transactions and reconciles accounts; a CPA is a state-licensed accountant who can also handle complex tax planning, audits, and represent you before the IRS. Many small businesses use a bookkeeper year-round and a CPA at tax time.
Are the ratings on this page real?
Yes — ratings and review counts are aggregate figures from Google, attributed to Google, with a link to the firm's Google reviews. accounting8 does not host or write reviews.