Choosing the Right Accounting Firm and Go Local

When it comes to selecting an accounting firm, the decision goes far beyond financial statements and tax returns. You’re choosing a trusted advisor —one that should understand your business, your community, and your values. In today’s globalized world, it’s tempting to look for the cheapest option, but savvy clients know that quality, trust, and local commitment are what truly count.

So how do you choose the right one? Start local.

Local Firms, Local Impact

Choosing a local accounting firm means investing in your own community. These firms are deeply rooted in the local economy—they understand the regional business climate, state regulations, and industry-specific challenges that national or overseas firms might overlook. At Dillwood Burkel & Millar (DBM), we’re proud to hire graduates from Sonoma State University and other northern California universities, keeping top-tier talent right here at home. When you choose local, you’re investing in the future of our amazing county.

  • We’re just down the street when you need us—not across the country or halfway around the world.
  • You’re not just a number at DBM. We offer face-to-face meetings, quick responses, and a genuine interest in your success.
  • We support local nonprofits, sponsor community events, and shop locally ourselves.

Why Outsourcing Can Be Risky

Some firms cut costs by outsourcing accounting work overseas. While this might look efficient on paper, it often comes at the expense of quality, security, and accountability.

Locally focused accounting firms like DBM:

  • Keep all work in-house, ensuring your sensitive financial data is handled by professionals bound by U.S. regulations and ethical standards.
  • Maintain direct oversight, so nothing gets lost in translation or delayed across time zones.
  • Build long-term relationships, not transactional ones.
  • Provide peace of mind and trusted advisers who are truly invested in your success.

What to Look For in an Accounting Firm

If you’re evaluating accounting firms, here are a few questions to ask:

  • Do they have strong ties to the local business community?
  • Are their employees active members of the community?
  • Is all work performed locally, without international outsourcing?
  • Can the firm offer references from other local businesses?

Choosing the right accounting firm isn’t just about crunching numbers—it’s about choosing a team that understands your world and stands beside you in it.

Let’s Talk

Thinking about switching firms? Curious about how your current setup compares? We’d love to sit down and chat—no pressure, just coffee and conversation.

At the end of the day, accounting is about trust, relationships, and building something great together—right here in Sonoma County.

Act Fast: Federal Energy Tax Credits Expiring Soon

As we approach the final stretch of 2025, several federal energy tax credits are nearing expiration—and some deadlines are closer than you might think. For clients considering energy-efficient upgrades or electric vehicle purchases, now is the time to take action and lock in valuable savings before these incentives disappear.

Electric Vehicle Credit — Deadline: September 30, 2025

New or Used Clean Vehicle Credit

  • Up to $7,500 for qualifying new electric vehicles
  • Contracts must be signed by September 30, 2025, even if delivery occurs later
  • Vehicles must meet final assembly and battery sourcing requirements

There are income limits and vehicle price caps, as well, so please contact our office if you’re planning to take advantage of these soon-to-expire credits.

Residential Energy Credits — Deadline: December 31, 2025

Residential Clean Energy Credit

  • 30% credit for solar panels, solar water heaters, and battery storage systems
  • Systems must be installed by December 31, 2025

Energy Efficient Home Improvement Credit

  • Covers 30% of qualified expenses for upgrades like insulation, windows, doors, and energy audits
  • Annual limits include:
    • $1,200 total for general improvements
    • $600 for windows/skylights
    • $250 per door (up to $500)
    • $150 for home energy audits
    • $2,000 for heat pumps, water heaters, and biomass stoves

These credits are part of the Inflation Reduction Act and are designed to encourage cleaner, more efficient energy use at home.

What Homeowners Should Do Now

  • Confirm installation dates: Credits apply only to systems installed—not just purchased—before the deadline
  • Keep documentation: Save receipts, product certifications, and audit reports
  • Consult your tax advisor: We can help determine eligibility and ensure proper reporting on your tax return

Final Thoughts

These energy credits offer a rare chance to reduce your tax bill while investing in long-term savings and sustainability. If you’re considering upgrades or purchases, don’t wait—these opportunities may not be around next year.

For more details, visit IRS.gov or contact our office to discuss your options.

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