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Completax Planning, Inc.
1100 Lincoln Avenue
Suite 104
Napa, CA 94558

707-257-3995
800-244-3995
707-257-1306 fax
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Our Clients
Completax   Planning, Inc.
is  an  accounting   and tax   preparation
firm   located   in  Napa,  California  with
additional    offices   in     Rohnert   Park,
California  and  San  Rafael,   California.
The  firm   was   established   25   years
ago as a  professional practice devoted  
primarily  to  assisting  clients   in   trust
and    estate  accounting  and    taxation.
During  the  years  Completax has  also  
taken   on   business clients due  to  the  
need to advise business owners in their   
trust and estate planning in  conjunction   
with  their business operations.
We currently  have  individuals, many
with  various  types   of trusts, as well  
as  business   clients    in   the   wine,  
agriculture,    food   services, produce   
brokerage,    hospitality,   real   estate    
management and medical fields. We   
have  clients  located  in  all  bay area    
counties as well  as in several states    
and Europe.
Completax prides itself  in  that each of
the    professionals   are    available   to
all   clients    to    assist    and    answer
questions  in  a  prompt,   efficient   and      
professional manner.
Our Staff
Our Services
Our services to individuals and small     
businesses     include      accounting,        
consulting  and  tax  planning as well      
as trust accounting,   tax  and   estate      
planning.  We  work closely  with   our      
clients' attorneys and other business    
consultants to form a comprehensive   
team.