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Ready to take the next step in your financial journey. Book your appointment now.

Tax Preparation and Advisory Services in Sebastopol Ca.

At Apple Blossom Tax Service, we meet you where you are in life’s financial journey. Whether you’re filing your first return, managing a growing business, or preparing for retirement, we provide expert tax preparation, accounting, and tax planning that’s tailored to your needs.

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Based in Sebastopol and serving individuals, families, and businesses throughout Sonoma County, our team offers services that go beyond tax season, including tax consulting, goal planning, estate and trust tax services, and IRS notice assistance. With thoughtful guidance, clear communication, and dependable service, we help you understand your options so you can make confident financial decisions now and in the future. Serving Sebastopol, Santa Rosa, and communities across Sonoma County.

From everyday tax planning to long-term strategy, we help you move forward with clarity.

Melissa Message

2024 Tax Season Insights

 

In this short video, Melissa outlines the key changes we’ve made for the 2024 tax season. She’ll explain the new steps we’re taking to better connect with and support our clients throughout the year. Watch to stay informed on what’s new for your 2024 taxes!

Our Services support you at every financial milestone

Explore our full range of tax and accounting services, designed to support individuals, families, and businesses across Sonoma County. Whether you need help filing taxes, planning for the future, or addressing an IRS matter, our Apple Blossom Tax Service team provides helpful clear guidance.

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Tax Preparation Services

Start your tax preparation with a Sebastopol team who files accurately, explains your options, and prepares you for next year.

Accounting & Bookkeeping

Keep your books current and your decisions clear with small-business accounting and bookkeeping from our Sebastopol team.

IRS Notifications

Get calm, step-by-step help with IRS notices, amended returns, and back taxes from a local Sebastopol team.

Quickbooks Expertise

  • Get the Right Version of QuickBooks for your Business

  • Software Setup

  • Initial Setup to Map Accounts Correctly

  • Creating Custom Templates for Invoices

  • Data File Review and Clean Up

Ready to get started?

Take the next step in your financial journey. Book your appointment now.


Call 707-823-1816 to schedule a consultation for tax preparation, bookkeeping, or business advisory services.

Quick Links:

Tax Consulting & Advisory Services           

Explore tax consulting and advisory services to turn goals into a clear plan you can follow with confidence.

Tax Reduction and Optimization

Find legal ways to reduce taxes and time your income so more of your money supports your goals.

Milestone & Goal Planning

Plan for life’s milestones with guidance that shows the tax impact before you decide.

Planning for Retirement

Build a retirement plan with tax-aware steps for saving, drawing income, and avoiding surprises.

Estate Planning & Tax Services

Coordinate estate planning and tax services so your wishes and documents work as one.

Secure Document Upload with Smart Vault

We’ve implemented Smart Vault to make managing your tax documents easier and more secure. This trusted platform allows you to upload, review, and edit your files from the comfort of your home. During tax season, you’ll use Smart Vault to receive organizers, submit requested documents, and access your final returns—all in one secure location.

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Click the button below to access Smart Vault and upload your documents now.

We are here to help with your tax planning for next year and the next year and next.....

Apple Blossom Tax Service is here to help you with all of your personal and business accounting needs. You may have questions about how recent changes in tax laws will affect you or your business. Our expertise in tax evaluation and preparation will comprehensively address your situation and arrive at the right solution. Please contact Apple Blossom Tax Service to see how we can assist you with your business accounting, taxes, and more.

Important Tax Dates For 2025

Individuals
01 Tax Season Begins

15 4th Quarter Estimated Taxes Due

Clients
Tax Organizers Dispatch: 

January 15th, 2025
Engagement letter signed and returned to secure place for 2025 Tax filing.

January

Business
01 Tax Season Begins

31 Employers send W-2 forms to employees

31 1099-s due

Apple Blossom
2024 Calendar

Learn about our Dependent to Independent referral discounts!

Trusted by Companies and Families Throughout Sonoma County

Helpful & Detailed

“Melissa helped clear up a complicated tax situation left by my previous accountant - she was kind patient and explained everything! She helped us tremendously!×´ 

Serena S.

Easy to Reach

As a longtime client, I can highly recommend Clarence Younger’s Office (Now Apple Blossom). I work with Melissa Ochoa and she is always helpful, insightful and easy to reach with all my accounting needs. If you are looking for a great accounting firm your search is over.

Debi M.

Resourceful & Knowledgble

Melissa's expertise and advice has been much appreciated. The office staff has also been very helpful. Thank you!
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Sharon H.

Let's Plan for Success Together!

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