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San Rafael, CA

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Perotti and Carrade, CPAs

4.9 (15 reviews)
Closed • 8:30 am - 5:00 pm
Updated 1 month ago

Services - Perotti and Carrade, CPAs

Accountants

Audit and conflict resolution support

Current year tax preparation and filing

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7 years ago

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8 months ago

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2 years ago

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2 years ago

Carina is so smart. I went in to talk about a really obscure tax topic and she explained it so clearly.

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3 years ago

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7 years ago

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7 years ago

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7 years ago

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7 years ago

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7 years ago

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22 years ago

Good tax preparation. Focus their business on wealthy clients -- expensive. Smart about tax options, etc.

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Review Highlights - Perotti and Carrade, CPAs

“My family has been working with Kathryn Harris at Perotti & Carrade for two years and have had a wonderful experience.”

Mentioned in 6 reviews

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Is there a 6th star? I called Bridgewater on March 30th when I was frantically searching for a new…read moreCPA after discovering my previous accountant of 20+ years was no longer preparing returns. (Yes, I should've been on top of the situation much sooner!) That said, Jennifer was extremely helpful and scheduled an appointment for me on April 2nd. I had 4 returns that needed to be done and was merely hoping to get extensions filed so they could be completed at a later date. I came in with my returns from the previous year as well as my various 1099s, K-1s, etc. I met with Ryan who was cordial and professional. I expected him to laugh me out of his office when I placed the packet of forms on his desk and asked if he could do anything by April 15th. Well, not only did he not laugh, but he and his team got the job done including an unexpected 5th return for my teenage son who had a summer job which they threw in for free! I was able to file all my returns by April 15th and everything was done electronically so I merely had to click a few keys which was great because I was traveling. (And send some checks, of course!) They even found a refund for me on one return which I had not expected. Everyone with whom I came in contact (Ryan, Sheri, Jennifer, Ben, etc.) was professional, courteous and extremely efficient. Every phone call and email was answered immediately. Needless to say, they will be my CPAs going forward! I highly recommend the services of Bridgewater CPAs.

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As a fellow financial professional, I've known Chris for over 35 years, and I can assure you that…read morehe and Tara will get the job done correctly, promptly and for the stated upfront fee. Like other high quality professionals, the firm's service structure reflects its commitment to comprehensive care and integration of both financial and tax disciplines, so clients know that their financial matters are intelligently established for their sustainable financial future. Their values and work ethic are further testimony to the team's commitment to excellence and superior client service. This CPA firm is an exemplary choice for discerning clients who appreciate the engagement of a seasoned, sensible professional team who will always maintain the commitment to serving their client's best interests.

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Perotti and Carrade, CPAs - accountants - Updated October 2026

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