Cromwell Tax and Books
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not verified
- Local or remote?
- Not stated on its website
- Software?
- ADP
1 of 5 answered from a dated source.
Documents 2 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Cromwell Tax and Books | home page | |
| Website | https://cromwelltaxandbooks.com/ | home page | |
| Office locality | Santa Rosa, CA | home page | |
| Phone | +17075440606 | home page | |
| Offers bookkeeping | Documented: Get Your Taxes & Bookkeeping Done Right - We're Here to Help! Skip to content Tax Advisory Tax Preparation... | home page | |
| Monthly bookkeeping | Documented: ...Those are quoted separately based on your specific needs. These services can include: Monthly bookkeeping to provide you current financials to help with decision-making and... | /services | 8 pts (max 8) |
| Payroll coordination | Documented: ...paperwork until I hired Cromwell. Now their team maintains my bookkeeping, monitors my payroll, files my worker’s comp reports, and handles the payment of all my quarterlies - so I... | home page | 4 pts (max 4) |
| Software supported | ADP | /bookkeeping-services | 5 pts (max 5) |
| What is included / excluded | Documented: ...be added. Those are quoted separately based on your specific needs. These services can include: Monthly bookkeeping to provide you current financials to help with decision-making... | /services | 5 pts (max 5) |
| Onboarding described | Documented: ...don’t miss deadlines. You need a champion who will celebrate your successes with you. How it works Review our Tax Programs HERE Complete our intake form so we can learn more about... | home page | 4 pts (max 4) |
| Named contact / team | Christine Shappy, Bookkeeper | /about | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Cromwell Tax and Books' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Pricing approach published (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Cromwell Tax and Books's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.