Find a tax preparation service in Citrus Heights, CA

Find Tax Preparation Services in Citrus Heights, CA

Find Tax Preparation Services in Citrus Heights, CA

Confirm your location to see the best tax preparation services near you.
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Find Tax Preparation Services in Citrus Heights, CA

Confirm your location to see the best tax preparation services near you.
Zip code

Top 10 tax preparation services in Citrus Heights, CA

Clients agree: these Citrus Heights tax preparation services are highly rated for knowledge, experience, communication, and more.
Ad Lucem Tax Services

Ad Lucem Tax Services

New on Thervo
15+ years in business
Serves Citrus Heights, CA & Online
Certified Financial Planner (CFP) background laid a solid platform to help my clients utilizing all available deductions and tax credits to their advantage. Virtual office technology. Download your information and take pictures of your tax forms all on your cell phone too a secure web page. I prepare your taxes and send it back to you for e-signature. Safe and effective! I enjoy working with individuals, self employed and sole proprietors.
Aretera Corporation

Aretera Corporation

5.0(1)
17+ years in business
Serves Citrus Heights, CA & Online
J.r. A. says, "We started working with Aretera Corporation a few years ago before their rebranding and wish we had found them sooner. At first, we were very skeptical as we had previously spent thousands of dollars on bad accounting and were concerned that we would be doing that all over again. During the initial call, I spoke with Edward. Edward was very informative, asked many questions about our business and then provided an overview of their services. They offer many services outside of accounting, and we hope to use some of these services as our company grows. After the initial call, we were very hesitant to go with their services as they seemed a bit pricier than some of the other places we called. In the end, we decided to go with their accounting services and have been grateful ever since. Even though we would like to have spent less, the quality speaks for itself. Like the saying goes “you get what you pay for”. If you’re in search of an accountant, pick Aretera, the best decision ever! BONUS: In our experience, they have always gone above and beyond the service we’ve paid for. At times, even providing us with some consulting insights and recommendations free of charge." Read more
Peace Of Mind Tax And Immigration Services

Peace Of Mind Tax And Immigration Services

5.0(4)
6+ years in business
Serves Citrus Heights, CA & Online
Harmony says, "Service was very professional " Read more
Next Level Profit & Growth

Next Level Profit & Growth

New on Thervo
9+ years in business
Serves Citrus Heights, CA & Online
I am a profitability and growth advisor who happen to be CPA. We enjoy working with business owners looking to grow and improve their profits. Accounting & taxes are important, but accomplishing the goals and creating the business of your dreams is more important. Time and energy need to be spent to ensure you build the business of your dreams, not end up simply building yourself a job.
CJL Tax & Accounting

CJL Tax & Accounting

New on Thervo
2 hires on Thervo
15+ years in business
Serves Citrus Heights, CA & Online
We have worked directly with individuals and small to mid-sized business owners for over 12.5 years. We are accounting, tax, financial management, and audit experts, as well as Quickbooks ProAdvisors. We are a licensed CPA firm. We have over 30 years experience in business finance and accounting. We offer accounting, tax preparation, IRS tax resolution, financial management, audit, and financial advisory services. Each engagement is unique and requires every bit of education and experience we have acquired over the years to solve problems and provide solutions that make our clients happy and relieved so that they can enjoy what they do bes...
Astute Tax And Bookkeeping Services

Astute Tax And Bookkeeping Services

New on Thervo
1 hire on Thervo
13+ years in business
Serves Citrus Heights, CA & Online
I am a mobile tax preparer and bookkeeper - Over 20 years of accounting experience including private company and educational institution - Capacity to handle a full set of bookkeeping record - Set up Quickbooks Desktop and Quickbooks/Xero/Wave online and Handle different platforms of bookkeeping software such Waveapps, Xero, Zoho Books, etc - Help to file personal and business tax - Ability to work independently - I have a Bachelor's Degree in Accounting and am certified in Quickbooks Desktop/Online and Xero....
TA Speedy Tax Prepare

TA Speedy Tax Prepare

5.0Exceptional(5)
11+ years in business
Serves Citrus Heights, CA & Online
Ce R. says, " por 3 años nadie pudo ayudarme con mi problema de impuestos,me recomendaron Speedy tax con candy,ahora yo la recomiendo mucho me resolvió todo imediamente,thank You Speedy tax." Read more
Elevation Consulting

Elevation Consulting

New on Thervo
8+ years in business
Serves Citrus Heights, CA & Online
Being in the industry for over 16 years handling various states. Everyone says their business is the best but how many people can say NO ONE has been audited by my work. I take pride in my work and my job is to make your life less stressful. I’m CTEC certified in the state of California. I also handle bookkeeping and business startup structure .
RM Immigration & Tax

RM Immigration & Tax

New on Thervo
13+ years in business
Serves Citrus Heights, CA & Online
RM Immigration & Tax Services is a consulting business that specializes in immigration forms and Tax services. Clients come first at RM Immigration & Tax Services, our business is passionate about understanding the needs of our clients as they navigate the various challenges in immigration or tax law. We are dedicated to achieve the best outcome for every client and guarantee assistance with your immigration or tax process. Our business is passionate about understanding the needs of our clients as they navigate the various challenges in immigration and tax law, forms and applications. RM Immigration & Tax Services specializes in various types...
CalTax Taxes And Accounting

CalTax Taxes And Accounting

New on Thervo
6+ years in business
Serves Citrus Heights, CA & Online
Former FTB Agent. CPA with over 30 years of experience doing taxes and accounting for individuals and small businesses.

Your Tax Preparation questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much does tax preparation cost?

Professional tax preparation costs $100 to $500 per return on average, with most individuals spending about $220. While your geographical location may impact the fees, the biggest factors affecting the cost of your tax preparation are the complexity of your tax return and the type of professional you hire. Certified public accountants (CPAs) and tax attorneys typically charge more than Enrolled Agents or non-credentialed seasonal tax professionals.

Is it worth it to pay for tax preparation?

Paying a CPA or tax preparer to do your taxes may be worth it if you have a complex return or have new items or calculations on your taxes that you are not familiar with. If you run a business, buy a house, manage multiple properties, or do anything requiring more than a simple tax return, professional tax preparation can save you time, ensure the return is done correctly, and protect you in the event of an audit or issue.

What is a tax preparer?

A tax preparer is a professional who prepares and files income tax returns for individuals or businesses. While all tax preparers have a preparer tax identification number (PTIN), they have varying levels of education and credentials. The list below includes professionals who can prepare your taxes and represent you in front of the IRS if needed for audits, appeals, or anything related to your return.

  • Enrolled Agent (EA) – An EA is certified by the IRS and can prepare taxes anywhere in the United States.
  • Certified Public Accountant (CPA) – A CPA has education and licensing through the state in which they practice. CPAs
  • Attorney – A licensed tax attorney has passed a state bar exam and earned a law degree. A tax attorney may specialize only in tax preparation or offer several services.

Non-credentialed tax preparers include seasonal tax service employees and the IRS's voluntary Annual Filing Season Program participants. These professionals have a PTIN but may not have formal education or certifications and may not be able to represent you in front of the IRS.

How do I choose the best tax preparation service near me?

When searching for a tax preparation service near you, be sure to:

  • Compare preparation fees from at least three companies that are licensed, bonded, insured, and have been in business 5+ years.
  • Search the IRS's directory for a certified public accountant (CPA) or an Accredited Tax Preparer (ATP).
  • Check their licensing status and look for disciplinary actions against them.
  • Ask for a preparer tax identification number (PTIN).
  • Confirm the tax preparer can represent you for any related audits, payments, or collection issues.
  • Check out their reviews on Thervo and Google.
  • Avoid hiring a tax preparer who bases their fee on the size of your tax refund.
  • Confirm that the tax preparer will sign your return.
  • Never sign a blank tax return.

What questions should I ask when searching for tax preparation?

Asking the right questions can help you choose the best tax preparation service for your needs:

  • Are you licensed and insured?
  • What training and credentials do you have?
  • How long have you been preparing taxes?
  • Do you have a guarantee?
  • Can you represent me in front of the IRS if needed?
  • What kinds of returns can you prepare?
  • Do you file electronically?
  • How soon will I get my refund? 
  • What do I need to bring with me to the appointment?

Reviews for Citrus Heights tax preparation services

Recent success stories from people in the Citrus Heights area.
Jeanne
no waiting line and customer service
Peace of Mind Tax and Immigration Services
Sary C.
Es una persona muy professional y Amable,Exelente servicio. siempre te aclara tus dudas y acepta comentarios. trabaja Los 7 dias hasta Altas horas de la Noche. muy recommendada.
TA Speedy Tax Prepare
Don M.
Great service
The Weddle Group, Inc.
Brandon S.
Professional, easy to use, and fast service. It was a extremely pleasant experience and the knowledge and guidance received was invaluable. It makes all the difference working with a consultant / advisor vs. “just a tax person”
First Tax Service
-B.J.
They've gone out of her way to ensure that my business investments are running soundly.
ACCOUNT-ABILITY MATTERS
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