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Bridgewater Certified Public Accountants, Inc.

4.7
(26 reviews)

Business Details

1299 Fourth Street, San Rafael, CA
94901, United States
(415) 528-5400
http://www.bridgewatercpas.com/

About

AccountantTax Preparation ServiceInvestment BankBookkeeping ServiceCFO Consulting ServicesTax NegotiationTax ConsultantRestaurant & Hotel Accounting
Bridgewater is a full service CPA firm offering solutions that will build value in your business while easing your financial worry. We support small and mid-market businesses, their owners, as well as individual tax clients. With our firm, you'll find a unique blend of personal one-on-one service, sound financial advice and technological expertise. As your trusted advisor, we take care of the financial details so you can focus on running your business. We are always available to address the ever-growing needs of our clients, and our advanced web-based platform offers the convenience of online access to your tax and financial information so you can conduct business from anywhere you have an Internet connection, 24/7. That's the advantage of working with a technology-minded and service-driven firm

Details

  • RestroomAvailable
  • Wheelchair accessible restroomAvailable

Location

Bridgewater Certified Public Accountants, Inc.
1299 Fourth Street, San Rafael, CA
94901, United States

Hours

Monday8:00 AM - 6:00 PM
Tuesday8:00 AM - 6:00 PM
Wednesday8:00 AM - 6:00 PM
Thursday8:00 AM - 6:00 PM
Friday8:00 AM - 6:00 PM
SaturdayClosed
SundayClosed

Products & Services

1 list · 46 items

Explore offerings from Bridgewater Certified Public Accountants, Inc. on 1299 Fourth Street in San Rafael, with popular business services, quickbooks services, paryoll services in marin county, and advanced tax services available at this location.

Services

46 items

BUSINESS SERVICES

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.

Forensic accounting ? also called financial forensics or forensic auditing ? is an area of accounting that investigates actual or anticipated disputes.

A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.

Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.

We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.

QUICKBOOKS SERVICES

QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here's 10 reasons why you should be using QuickBooks.

Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly.

Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.

Whether you need to prepare your books for tax time, a financial review, or you just need to clean up some problem areas, you'll get your QuickBooks running smoothly again with a complete Tune-up.

PARYOLL SERVICES IN MARIN COUNTY

As a small business owner, you may have started with nothing more than you, your dream, and hope. Over time, as your business grows, you likely will add more employees to help you accomplish your entrepreneurial vision. One of a company's most time-consuming and tedious tasks is payroll processing. In order to do it correctly, you need up-to-date withholding rates for federal, state, and municipalities.

ADVANCED TAX SERVICES

At Bridgewater CPAs, our main goal is not to simply file your tax return for you at the end of the year, but to help you plan out your affairs to save taxes down the road. We have many years' experience with:

SERVICES FOR INDIVIDUALS

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process

With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest.

PERSONAL FINANCIAL PLANNING

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. We help you...

by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

FINANCIAL ANALYSIS

FINANCIAL ANALYSIS

Analysis & Benchmarking allows you to make key decisions based on monthly data while seeing how you compare to others in your industry. Envision receiving Reports that you can actually understand—reports with a simple rating system on key areas and commentary that is concise and easy to read, that won’t overwhelm you with too much details and will be tailored to your unique business. When combined with our experience and personal approach, the possibilities are endless!

TAX CENTER

Please note the following tax due dates on your calendar, and come back often to keep up with the changes.

Tax rates change every year. Take a look at this year's tax rates.

Quickly print the tax forms you need from any State in the country.

Reviews

4.7
26 reviews
5 stars
24
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0
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1 star
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  • LK
    Laura Kersell
    Mar 21, 2021
    5.0
    Bridgewater CPA's has been a trusted CPA and tax preparation service for me now since 2013. Sheri, Ryan, and their team are responsive and friendly and I always feel like my questions are answered clearly, year round. I definitely recommend Bridgewater CPA's.
  • JS
    Joanna and Rob Short
    Feb 6, 2021
    5.0
    Although My husband and myself are what would be called a "small potatoes" client, Bridgewater has always been fully engaged for us. Respectful, no matter how simplistic the questions. Not only helping us with our taxes, ( always a mystery,) but with sound financial perspective as to our situation as well. Real People are at Bridgewater including their Secretary, Jennifer, who always has the time to listen and customize their response to our needs. Many thanks.
  • CC
    Classic Culinaire
    Feb 5, 2021
    5.0
    My name is Chad and I am the owner of Classic Culinaire Catering in Novato. A few years ago we decided it was time to get professional help with our bookkeeping and business strategy. We contacted Bridgwater Certified Public Accountants to see if they could be a right match for our needs. From the first phone call they were professional and ready to help. They set up an in person meeting right away where we met with their whole team. Each team member greeted us and explained their role in the company and how they would be serving our company needs. This made us feel very comfortable and secure. We decided to hire Bridgwater that day and have been extremely pleased with all aspects of their services. They are here for us with every questions and concern and are always happy and eager to help. I would recommend Bridgewater to any company or persons in need of quality and trustworthy accounting service.
  • DK
    Douglas Kyle
    Feb 4, 2021
    5.0
    Been using Bridgewater CPA's for many years and we are very satisfied with their service. Tax problems, applying for PPP loans, dealing with the ins and outs of a health care office have all been handled by Bridgewater!!
  • HF
    Heaney Family
    Feb 4, 2021
    5.0
    I switched to Bridgewater a few years ago and the experience has been phenomenal. The staff is all very friendly, no one ever seems annoyed when I have lots of questions or need a lot of support with my books. I’ve been surprised in the past how grumpy people are even when you’re paying them and this company is nothing like that. They give great guidance on helping you keep your hard earned money and have helped my business thrive over the past few years. I feel good knowing I have such a great team when I need them (and I need them a lot because my accounting skills are zilch). They are currently helping me during the sale of my business to ensure I keep the maximum amount of profit in my pocket. I will miss this team when we move out of state. I highly recommend them to everyone!!

Frequently Asked Questions About Bridgewater Certified Public Accountants, Inc.

What types of clients does Bridgewater Certified Public Accountants, Inc. serve?

Bridgewater supports small and mid-market businesses, their owners, and individual tax clients with personalized financial and tax services.

What are the regular business hours of Bridgewater Certified Public Accountants, Inc.?

Their office is open Monday through Friday from 8:00 AM to 6:00 PM; they are closed on Saturday and Sunday except by appointment.

Brand Certified Facts from Bridgewater Certified Public Accountants, Inc.

This information is certified by Bridgewater Certified Public Accountants, Inc. and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified July 05, 2026Yext Knowledge Graph
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