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Perotti & Carrade, CPAs


Celebrating 25 Years of Service to our Clients in Marin County,
San Francisco and the Greater San Francisco Bay Area


WE MOVED! Effective October 28, our new address is:
1 McInnis Parkway, Suite 200, San Rafael, CA 94903.
Phone numbers remained the same.

Perotti & Carrade, CPAs is a Certified Public Accounting firm providing a full range of accounting services. This includes, but is not limited to: Tax Preparation and Compliance services; Financial Statement Attest Services (encompassing all three levels of assurance depending on your company's needs), Financial Statement Audits, Compilation of Financial Statements (including O.M.B. A-133 engagements) and Financial Statement Reviews. We also can provide: IRS Tax Audit Representation, Business Financial Planning (including Cash Flow and Budgeting Analysis), Forensic Accounting, and Litigation support.

 

Additional accounting services include Business and Personal Bookkeeping, and a full-service, cost-effective, comprehensive computerized Payroll System that facilitates processing, generates timely payroll payments and collects and compiles financial data for tax return preparation.

We also offer a comprehensive set of financial planning services designed to assist you in achieving your financial goals and maintaining financial independence through a comfortable retirement. Our Financial and Retirement Planning services are specifically designed to determine if your savings rates will accumulate enough funds at your retirement date.

Effective Estate Planning, Trust Planning, and Business Succession Planning can ensure financial security for loved ones. For businesses, it can mean a smooth succession of ownership. At Perotti and Carrade, we will help you navigate the shifting and complex tax laws to facilitate the transfer of assets with ease.

Our Business Consultancy provides a comprehensive array of professional financial and management advisory services designed to assist you in addressing the short and long term objectives of your business. In addition to the aforementioned services, we can assist you in developing, implementing and administering Employee Benefits Plans, Retirement Plans, and Pensions and Profit Sharing Plans. We also assist clients in developing Financial Projections and Forecasts, and can support our clients with advice on Debt Financing. If you are considering a business merger, a business acquisition or the sale of your business, we can provide the professional know-how to help you successfully evaluate, structure, and negotiate the deal.

At Perotti and Carrade, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our experience is reflected in the broad base of clients we serve. Our clients include a significant number of non-profit, as well as for-profit, companies and local government special districts. Our for-profit clients represent the following industries: real estate management and development, affordable housing, technology, construction, contract manufacturing, travel, insurance, broadcasting, exporting, oil and gas production, and professional services. Our non-profit clients include: social service agencies, membership and performing arts organizations, wild life and other special purpose organizations, education and childcare facilities, affordable housing producers, and a wide variety of trusts.

We are a Full Service Accounting Firm providing the following services:

Assurance Services

 

 

 

 

 

Consulting Services

 

 

 

 

 

  • Professional Trust Services

 

Tax Services

 

 

 

 

 

Accounting Services

 

 

 

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