Barbara Petty, CPA - Specializing in Tax Matters and Estate
and Trust Administration

Barbara Petty CPA is located in Fairfax, CA, and serves clients in Marin, San Francisco and the greater San Francisco Bay Area. Barbara has been a CPA for twenty plus years and specializes in tax matters, as well as estate and trust administration. Her clients include individuals, small businesses, fiduciaries and estate attorneys, among others. She is also available for non-profit consultation as it relates to year end closing and other matters.

In addition to her experience as a CPA, she has also been a partner in two downtown San Francisco CPA firms, overseeing both professional and administrative staff. She also served a local non-profit as its part-time Director of Finance and Administration, giving her additional experience at organization management, staff relations and benefits administration. Her direct experience as a small business owner and non-profit manager provides her with insight to help advise her business, individual and non-profit clients on crucial every day financial issues.

Barbara is a strong believer in participating in her local community. She spent two years on the Fairfax Planning Commission before serving as Town Treasurer for the following eight years, ending December 2015. She participated as Secretary to West Marin Little League for three years and is currently Treasurer of the Drake High School Athletic Committee.