435 Wandering Ct Sonoma, CA 93632
1-800-123-4567

At Estabrook & Co...

We provide tax, bookkeeping, investment, and wealth management services to individuals and business clients. Our clients benefit from personalized, quality services which exceed their expectations. What is the easiest way to discover how Estabrook & Company can resolve your financial issues? Give us a call!

Our services are tailored to our clients’ unique financial situations. As a full-service CPA and Wealth Management firm, we provide responsive business insights and solutions you can trust. Our full range of services include tax preparation/planning, bookkeeping, business formation, IRS assistance, will preparation, financial planning, college planning, (401k) planning, estate planning, and life insurance.

Mission Statement

Our mission is to positively impact the lives of all those we are called upon to serve. Through trusted relationships, we strive to professionally, independently, and selflessly lead our clients through the areas of wealth management, taxation, and financial planning. As servant-leaders, we are dedicated stakeholders of your enterprise. The constituent who matters the most, the reason our business exists, is you—our client.
Our Services

What We Do

Wealth Management

Financial and Retirement planning services to prepare you for retirement.

Accounting/Bookkeeping

Understand the historical results and recent trends of your business.

Taxes

Obtain the maximum deductions, so you pay as little tax as legally allowed.

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