Professional and Personalized Accounting Services Serving Lodi and the surrounding areas for more than 25 years.

TAX SERVICES

Tax Preparation

Tax Preparation for Individuals, Partnerships, Corporations, S-Corporations, Trust, Estates and Non-Profits.
Estate Tax Planning

Estate planning covers the transfer of property at death as well as a variety of other personal matters that involve tax planning.
Business Services

We offer a wide array of business services to meet your needs including bookkeeping, quarterly payroll, financial statement preparation and more.
Retirement Planning

Retirement planning is important to ensure that you have enough financial resources to maintain your desired lifestyle and cover your expenses once you stop working.
Trust & Gift Tax Returns

Trusts must file a Form 1041, U.S. Income Tax Return for Estates and Trusts, for each taxable year where the trust has $600 in income or the trust has a non-resident alien as a beneficiary.
Tax Consulting

Individual and business entity income tax consulting.

Taking Great Pride In The Clients We Serve. We will do everything we can to exceed your expectations.

ABOUT US

Solari Accountancy has been serving Lodi and the surrounding area for over 25 years and takes pride in providing professional and personalized services, while establishing long-term relationships. We provide a wide array of accounting and tax services to businesses, trusts, estates and individuals. Our team is highly experienced on tax laws, accounting procedures, and related issues.

Our team views every client relationship as a partnership, and we genuinely believe our success only comes with your success. We are proud to serve as consultants to small businesses, entrepreneurs, and individuals that value personalized, proactive service. It is our commitment to being available year-round as a sounding board for any situations that may arise.

FREQUENTLY ASKED QUESTIONS

Yes, we do. We offer tax preparation for individuals, businesses and trusts.

  • Tax Preparation for Individuals, Partnerships, Corporations, S-Corporations, Trust, Estates and Non-Profits
  • Estate Planning
  • Tax Planning and Financial Statements Preparation and Analysis
  • Financial Statements for Businesses and Fiduciaries

We would be happy to help you plan for the future by helping you with Retirement Planning as well as Estate Planning.

CLIENT TESTIMONIALS

Outstanding service! Solari Accountancy has done my taxes and assisted in my financial planning for more than 30 years.

Knowledgeable, professional and prompt.

A+++

Joe G.

Solari accountancy has been doing my taxes for the last five years, helping me navigate graduate student taxes! Always a quick turn around time and prompt, clear communication, highly recommend their services!

Alexa A.

“John is knowledgeable and personable have used him for years great cpa”

Dennis Freeman

COMPANY NEWS

REQUEST A CALL BACK.

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

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More than 25 Years
of Experience

Our mission is to simplify and support your financial vision so that you can achieve your goals and keep more of your hard-earned money. We look forward to being a part of your team and providing you with the highest quality service.

Contact Us Today!