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.