Find a tax preparation services in Lodi, CA

Find tax preparation services in Lodi, CA

Find tax preparation services in Lodi, 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 Lodi, 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 Lodi, CA

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

Aretera Corporation

5.0(1)
Offers online services
15+ years in business
Serves Lodi, CA
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
Advantum Tax And Accounting Services

Advantum Tax And Accounting Services

5.0Exceptional(5)
Offers online services
4 hires on Thervo
11+ years in business
Serves Lodi, CA
Veronica V. says, "I am a long time client using tax preparation services and absolutely happy with the service I receive." Read more
Norbie Gaerlan, CPA

Norbie Gaerlan, CPA

5.0Exceptional(38)
Offers online services
11 hires on Thervo
14+ years in business
Serves Lodi, CA
Christine C. says, "I had a great experience with Norbie's team. They were friendly, efficient, and went above and beyond to help me. Highly recommend their services!🙂" Read more
Michael S. Cash, EA

Michael S. Cash, EA

New on Thervo
Offers online services
17+ years in business
Serves Lodi, CA
I am retired after being an IRS Revenue Officer in the Collection Division for 35 years. Most of that time was spent in the Modesto, California office. For my last two years before retiring I covered the northern 2/3 of California as one of 17 Fraud Technical Advisors in the USA who specialized in collection related fraud issues. I became an enrolled agent immediately after retiring from IRS in 2004 and worked for a tax attorney for two years before starting his solo practice representing clients who have collection problems or a series of unfiled returns. I have been the secretary of the Big Valley Chapter of the California Society of En...
TSS Enterprises

TSS Enterprises

New on Thervo
Offers online services
35+ years in business
Serves Lodi, CA
Over 30 years experience serving individuals and small businesses. We have a Mobile tax service. We can come to you or you can come to the office. Whatever is convenient for you!
GLC Bookkeeping And Tax Service

GLC Bookkeeping And Tax Service

5.0Exceptional(12)
Offers online services
14+ years in business
Serves Lodi, CA
James L. says, "Glenna Wood of GLC Bookkeeping and Tax Service has been providing our tax services for many years. We are very satisfied with the services and personal attention that have been provided and find that GLC is very responsive to our needs. My wife and I appreciate Glenna’s knowledge and experience, as well as her pleasant personality. We highly recommend GLC Bookkeeping and Tax Service." Read more
Astute Tax And Bookkeeping Services

Astute Tax And Bookkeeping Services

New on Thervo
Offers online services
1 hire on Thervo
11+ years in business
Serves Lodi, CA
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....
Bell’s AccountingTax & Notary Services

Bell’s AccountingTax & Notary Services

New on Thervo
Offers online services
2 hires on Thervo
7+ years in business
Serves Lodi, CA
I offer mobile tax services all around the Bay Area and the Sacramento Area great service at a very affordable rate I will beat anyone rate just show me your last year tax preparers invoice and I will beat it with great trustworthy service so set your appointment today for the very best mobile service you can trust yes you can relax in your home or office while I prepare your taxes for you
Classique Tax & Accounting

Classique Tax & Accounting

New on Thervo
Offers online services
20+ years in business
Serves Lodi, CA
We provide a personal commitment that is reliable and engaging for our client experience. We take comfort knowing that out success is contingent on our clients satisfaction. I enjoy being the solution for the problem at hand.
ACCOUNT-ABILITY MATTERS

ACCOUNT-ABILITY MATTERS

5.0(4)
Offers online services
14+ years in business
Serves Lodi, CA
B.J. says, " They've gone out of her way to ensure that my business investments are running soundly. " 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 Lodi tax preparation services

Recent success stories from people in the Lodi area.
Urszula
I got recommended by a friend. It was a great decision. The fee was reasonable and I saved money. She helped me every way possible to save me money. I will definitely will continue doing my taxes with her.
Advantum Tax and Accounting Services
May C.
From beginning to end, the communication was outstanding. Each step of the process was handled with transparency and efficiency.😊
Norbie Gaerlan, CPA
Evelyn C.
always on time for submission
GLC Bookkeeping and Tax Service
-B.J.
They've gone out of her way to ensure that my business investments are running soundly.
ACCOUNT-ABILITY MATTERS
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
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