Locally Grown

Completax Planning, Inc. is a tax preparation and planning firm located in Northern California. With offices in Napa, Santa Rosa and San Rafael we have clients located in all bay area counties, as well as in several states and Europe.

Deeply Rooted

The firm was established in 1981 to assist clients in trust and estate accounting and taxation. We currently have individuals, many with various types of trusts and businesses. Our business knowledge is expansive, with clients in the wine, agriculture, food services, produce brokerage, hospitality, real estate management and medical fields.

Comprehensive Service

Our service to individuals and small businesses include tax preparation, consulting and tax planning. We provide trust accounting, tax and estate planning and work closely with our clients' attorneys and other business consultants to form a comprehensive team.



Next Steps...

When it comes to complex tax and accounting issues, rely on us.