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Accounting Firm

Cromwell Tax & Bookkeeping

Santa Rosa, California firm offering tax advisory, tax preparation, bookkeeping and fiduciary accounting

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TrustList summary

Cromwell Tax & Bookkeeping is a small firm in Santa Rosa, California, handling tax and bookkeeping for businesses and individuals. It focuses on service-based businesses and on trusts and estates in California, and runs structured tax programmes built around planning ahead.

What Cromwell Tax & Bookkeeping offers

  • Tax advisory: tax strategy programmes that help owners make sound tax decisions and meet deadlines.
  • Tax preparation: individual returns prepared with close attention to accuracy.
  • Bookkeeping: bookkeeping tailored to how much help a client needs, including QuickBooks setup.
  • Fiduciary accounting: support for fiduciaries meeting their obligations on trusts and estates.
  • Estimated taxes: setting up estimated tax payments for small business owners.

Clients

The firm concentrates on owners of service-based businesses and on trusts and estates in California. New clients complete an intake form, then an introductory meeting decides whether the fit is right before joining a programme. Madelyne Cromwell leads client work.

Key facts

  • Based in: Santa Rosa, California, United States
  • Focus: service-based businesses and trusts/estates
  • Software: QuickBooks

Summary written by TrustList from the business's own published information, Sep 2026.

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