Find a tax preparation services in Dana Point, CA

Find tax preparation services in Dana Point, CA

Find tax preparation services in Dana Point, CA

Share a few details and we'll show you the best tax preparation services in your area.
Zip code

Find tax preparation services in Dana Point, CA

Share a few details and we'll show you the best tax preparation services in your area.
Zip code

Top 10 tax preparation services in Dana Point, CA

Clients agree: these providers are highly rated for knowledge, experience, communication, and more.
C

Company

5.0(1)
Offers online services
3 hires on Thervo
45+ years in business
Serves Dana Point, CA
Carol H. says, "She was nice, helpful and quick." Read more
M

Mesa Tax Services

New on Thervo
Offers online services
29+ years in business
Serves Dana Point, CA
Thirty years experience of tax preparation. Licensed, bonded and remote. You are not just another face.
F

FirstCorr Financial Services LLC

5.0(3)
Offers online services
1 hire on Thervo
9+ years in business
Serves Dana Point, CA
Mario H. says, "I highly recommend FirstCorr's bookkeeping services. Their service and attention to detail is exactly what I was looking for." Read more
O

Outsourced Accounting And Tax Solutions

New on Thervo
Offers online services
3 hires on Thervo
20+ years in business
Serves Dana Point, CA
We are business partners to our clients not just their accountant. We have financial services that will help them in planning . We do tax planning as well. We tend not to look at the monerary valuenof our clients but rather we build relationships
B

Braden Financial Service Corporation

5.0(1)
Offers online services
19+ years in business
Serves Dana Point, CA
Chanel D. says, "Very professional and prompt " Read more
S

S&N Accountancy, EA

5.0Exceptional(11)
Offers online services
6+ years in business
Serves Dana Point, CA
Joelle says, "Very professional and accurate. Highly recommended :)" Read more
D

DANIEL EDWARD HAAS - An Accountancy Corporation The HAAS Group - Financial Planners

New on Thervo
Offers online services
2 hires on Thervo
30+ years in business
Serves Dana Point, CA
Personalized service - I work with 100% of my clients - you won't be dealing with a new staff member each year at this firm. Client Testimonials - www.dehaac.com/client-reviews.php Client Reviews - 4.9 out of 5.0 LinkedIn Reviews - 5.0 out of 5.0 Google Reviews - 4.0 out of 5.0 Facebook Reviews - 4.2 out of 5.0 Thumbtack Reviews - 5.0 out of 5.0 Making my clients financial future secure by investing in their future NOW - not 10 years from now.
T

The Hateley Firm, APC

New on Thervo
Offers online services
29+ years in business
Serves Dana Point, CA
I'm an attorney and CPA and have been practicing since 1982. I'm a graduate of USC's Marshall School of Business and have experience my businesses and individuals worldwide. I'm admitted to all courts in California including all U.S. District Courts, the Ninth Circuit Court of Appeals, U.S Tax Court and the U.S. Supreme Court. I'm a member of the American Bar Association, the Los Angeles and Orange County Bars, the Federal Bar, the American Academy of Attorneys-CPAs, the AICPA and the California Society of CPAs. I enjoy helping clients save taxes and solve their tax and accounting issues. I also enjoy helping clients improve their financials....
B

Business Advisors, Inc

New on Thervo
Offers online services
18+ years in business
Serves Dana Point, CA
Over the last 25 years I have helped Entrepreneurs with their Business needs, including Accounting, Taxes (Fed, State and Sales Tax) and giving Advice on most aspects of running a Business. Whether your Business is a Sole Proprietorship, Corporation or LLC, I can help you with Starting, Operating and Expanding your Business. My background includes serving as a CFO and/or Controller for various companies.
S

Sabu Syriac CPA

5.0(3)
Offers online services
3 hires on Thervo
6+ years in business
Serves Dana Point, CA
Bibek says, " Syriac is the best CPA i have ever worked with. He patiently answered all my question and helped me establish my business. He also does taxes and accounting for my business. I recommend him 100 %. " Read more

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 Dana Point tax preparation services

Recent success stories from people in the Dana Point area.
David A.
Debbie helped me get my tax filing up to date. The service was excellent and I found the process to be very smooth from start to finish.
FirstCorr Financial Services LLC
FirstCorr Financial Services LLC
Jo.
S&N Accountancy, EA
S&N Accountancy, EA
BRIGHTY M.
Great Service and Excellent support !! We appreciate the work! I would highly recommend Sabu Syriac CPA...if you really need to save time!!
Sabu Syriac CPA
Sabu Syriac CPA
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