SoMar Financial is a boutique accounting firm serving Southern Marin. We offer tax preparation, controllership and bookkeeping services to small businesses and their owners. We are proud to partner with other accounting firms, as well as financial planners, to meet the needs of our clients - we make sure you get the highest level of service by capitalizing on the abundance of expertise in Marin County.

Our service offerings are a menu - you can have all four courses, or order a la carte. We are here to help you in the way that makes sense to your business.

Tax Preparation

  

Controllership
Corporate taxes. Individual taxes. Payroll taxes. Sales taxes. We've got you covered. If your tax situation is too complex, we have great resources to draw from.

 

Tax planning. We look at your business finances and personal finances (if applicable) and work with you to keep as much of your profits in your own pocket. We can even review past tax filings to see if we can get some of your money back. 		  Cash Flow is the indicator of success or failure to any business. Any size. Any type. Period. With years of experience, we help you understand and keep on top of your cash flow to give you the road map you need to drive your business.

 

Your CPA will love our GAAP reporting and financial audit preparations. No, we do not do audits. We are accountants, not CPAs. Ask us the difference - we're geeks and can wax poetic about such nuances.
     

Software Consulting

  

Bookkeeping

While QuickBooks is a great program for many small businesses, it is not the only choice. We know that entrepreneurs in Marin County are savvy and on-the-go. Your software solution must fit your needs, not vice versa, and we work with you to make sure your systems work for you.

  

Bookkeeping is the bread and butter of our business- and it ties in so well with our other offerings! We work at your place or ours, doing all of the daily input or checking over your work. Our goal is to handle your accounting needs so you can get back to running your business.