Tax Services for Individuals & Businesses in Napa and Sonoma County

We specialize in individual and business tax returns, proudly serving clients throughout Napa and Sonoma County. Our expertise extends to Charitable Remainder Trusts (CRT), Charitable Remainder Unitrusts (CRUT), and Charitable Remainder Annuity Trusts (CRAT). Each client receives comprehensive, personalized service from a highly qualified tax professional. We take the time to understand your specific tax profile to prepare an accurate return with the lowest possible tax liability. With several distinct advantages over other firms, we leverage our specialized expertise to your benefit.

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What Makes Us Unique

The Tax Strategy Deep Dive™

The Tax Strategy Deep Dive™ is a separate, paid advisory service that includes a comprehensive multi-year analysis of your prior tax returns—typically the last three years (and longer when appropriate)—to uncover overlooked savings opportunities and strengthen your forward-looking strategy.

We evaluate:

Deductions, credits, and tax reduction opportunities
Business structure and tax efficiency
Rental property optimization, depreciation strategy, and cost recovery
Unresolved liabilities, risk exposure, and compliance concerns
Planning considerations connected to long-term wealth and legacy goals
The result is a detailed Tax Strategy Profile that becomthe foundation for preparing your current-year return and guiding year-round planning decisions.

This service is billed separately from tax preparation and filing.

Audit Shield™

We take great care to prepare accurate tax returns and ensure filing positions are properly supported. If the IRS contacts you regarding a return we prepared, we will provide representation and guidance based on the audit support coverage included in your service agreement. Clients gain peace of mind knowing we stand behind our work.

Restrictions apply. Coverage varies by service level.

*restrictions apply

Green Valley VIP Tax Strategy Program™

A paid, year-round advisory membership designed to help business owners, rental investors, and families reduce taxes, optimize rental property savings, and build long-term wealth through proactive legacy and estate planning.
VIP advisory services are billed separately from tax preparation and filing.
→ Apply for VIP Membership

Have An Enrolled Agent on Your Side

An Enrolled Agent (EA) holds the highest credential awarded by the IRS, signifying a deep commitment to ethical standards and ongoing professional education. Achieving EA status requires either passing a rigorous three-part IRS exam covering individual and business tax returns or having prior experience as an IRS employee. This elite designation grants Enrolled Agents unlimited practice rights, allowing them to represent clients on any tax matter before the IRS, without restrictions on the types of cases or tax agencies they can engage with.

As an experienced Enrolled Agent, Lillian Meyers stands ready to help you communicate effectively with tax authorities like the IRS, Franchise Tax Board, and other government agencies. Whether dealing with penalties, liens, levies, or other tax issues, Green Valley Tax Services offers reliable, efficient, and cost-effective support to help clients resolve tax challenges with confidence.

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Individual Specialties

Trusts & Estates Taxpayers

We specialize in Form 1041 – Income Tax Return for Estates and Trusts, 706 Gift tax returns, 709 Estate tax. We help families through this difficult time.

Overseas Taxpayers

Taxpayers who lived in another country for all or part of the tax year face special tax laws. We've lived abroad for several years and know how to navigate these tricky waters. We can prepare your return no matter what country you are currently residing in. Contact us to learn more about overseas services.

Business Specialties

S Corps & LLCs: Avoiding Double Taxation and Filing Pitfalls

We're a big fan of S election corporations & limited liability companies because they avoid double taxation but this tax reduction comes with some very unique filing requirements. Poor record keeping leads to poor returns and can inflate taxes for your shareholders and partners. We can help you to avoid these pitfalls.

Sole Proprietors

Sole Proprietors are selected for audits more than any other business entity. This makes accurate bookkeeping and tax returns very important. We often recommend that Sole Proprietors create a separate business entity such as an S Corp and we can help you to do that.

Farming Businesses

Farmers enjoy very special tax treatment but also face unique challenges. Understanding the tax law governing farming businesses enables beneficial treatment and can dramatically effect your tax liability.

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420 Tax advocate | Cannabis Taxes

Cannabis tax law is challenging, let us help you navigate these tough tax compliance and regulation standards so you can focus on your business.We are here to help new or established cannabis businesses like retailers, dispensaries, and growers.

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Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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