Find a tax preparation services in Milpitas, CA

Find tax preparation services in Milpitas, CA

Find tax preparation services in Milpitas, CA

Confirm your location to see the best tax preparation services near you.
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Find tax preparation services in Milpitas, CA

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

Top 10 tax preparation services in Milpitas, CA

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

Norbie Gaerlan, CPA

5.0Exceptional(46)
11 hires on Thervo
15+ years in business
Serves Milpitas, CA & Online
Mira C. says, "Reliable and Trustworthy. I can’t thank Taxulo enough for their help with my company’s compliance audit. Their team is efficient, transparent, and always keeps me informed. I’m so glad I found them!" Read more
Tralongo's Tax & Business Services

Tralongo's Tax & Business Services

2 hires on Thervo
Serves Milpitas, CA & Online
Tralongo's Tax Services has been preparing tax returns for individuals and small businesses since 1993. Tralongo's HR Consulting has been providing HR consulting services, payroll administration, and accounting support since 2003. Providing tax preparation services for Individuals, Sole Proprietors, S- Corporations, Trusts & Estates Tax Compliance https://www.linkedin.com/in/john-tralongo-212a205b/ Tax Audit Representation Personal and Business Tax Planning Small Business services including Payroll, QuickBooks setup & administration I like helping clients save on their taxes!...
Lisa Yang Zhang CPA

Lisa Yang Zhang CPA

5.0Exceptional(6)
17+ years in business
Serves Milpitas, CA & Online
David G. says, "Lisa has jumped on board to help get our books in order and it is a GOD's send. She helps you with all your books and all filings/ reporting and also payroll processing., tax returns filings and audit support, etc. She is a warm bunch. Highly experienced in all ways. I feel like part of the family when I am there in her office. Thank you Lisa! With Great respect and Love. I highly recommend!" Read more
My Tax Filer

My Tax Filer

2 hires on Thervo
17+ years in business
Serves Milpitas, CA & Online
At My Tax Filer in Milpitas, CA, we specialize in comprehensive tax preparation services for both individuals and businesses. Our experienced team is dedicated to ensuring accurate and timely filing, while also offering expert accounting and payroll services. Whether you need assistance with business or individual tax preparation, our goal is to provide you with reliable, efficient, and personalized solutions to meet your financial needs. Trust My Tax Filer to handle your taxes and accounting with the utmost professionalism and care.
Compassion Tax Corporation

Compassion Tax Corporation

5.0(4)
14+ years in business
Serves Milpitas, CA & Online
Terri says, "Having a business is very rewarding, but trying to make sure we file taxes correctly was going to be our biggest challenge, or so we thought. Juliana is AMAZING! She takes care of everything, files on time, and is very thorough. I can't imagine doing our taxes without her. We have complete confidence in Juliana and absolute trust. She knows what she is talking about. " Read more
Glenn A Miller, CPA

Glenn A Miller, CPA

5.0(1)
2 hires on Thervo
48+ years in business
Serves Milpitas, CA & Online
Dania R. says, "Glenn is great! The process was safe, affordable, easy and fast. " Read more
Classique Tax & Accounting

Classique Tax & Accounting

21+ years in business
Serves Milpitas, CA & Online
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.
Calitax Services

Calitax Services

4.8(4)
7 hires on Thervo
9+ years in business
Serves Milpitas, CA & Online
Alex L. says, "Professional & friendly!" Read more
Richard Smith & Associates

Richard Smith & Associates

5.0(2)
47+ years in business
Serves Milpitas, CA & Online
Michael R. says, "Very knowledgeable for working with complex circumstances. Also a great resource for getting needed sit-downs to do structure and entity planning." Read more
Trike Financial

Trike Financial

5.0(1)
3 hires on Thervo
8+ years in business
Serves Milpitas, CA
Trike Financial seeks to help our clients by helping streamline the accounting and bookkeeping needs by helping clients be better prepared during the year when it comes time to file your taxes. Trike Financial seeks to help clients through tax prep and tax planning services so they stay up to date with government filing requirements.

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 Milpitas tax preparation services

Recent success stories from people in the Milpitas area.
Joyce C.
Norbie and his team did an outstanding job with our first financial audit. They made the entire process smooth and stress-free, taking the time to explain everything clearly and thoroughly. We’re extremely satisfied and won’t consider going anywhere else!
Norbie Gaerlan, CPA
Mark B.
I have been a client of Lisa Zhang CPA for over 13 years, which is saying a lot about their expertise and customer service. Really a pleasure working with Lisa, she is great attention to detail and making sure everything is done correctly. She is very generous with her time and explaining various tax topics. Always a good experience.
Lisa Yang Zhang CPA
Pikake
Juliana has been doing my taxes for 7 years. She is very trustworthy and timely. She makes it very easy and she gets it done. She is very experienced and it is a painless process.
Compassion Tax Corporation
John K.
He was professional, courteous and understanding.
Calitax Services
Hugh O.
richard has been doing my taxes and my family taxes for over 30 years. no problems with irs or calif. richard is also to answer all my tax questions at no charge when i contact him
richard smith & associates
Santiago R.
(Translated by Google) SYNQMINE is a company that know what they have since they know your problem with the IRS makes it theirs in 2016 I had to pay more than $ 24,000 to the IRS and I gave him the opportunity and I do not regret to aber it echo studied my marriage and you have to pay they returned me more than $ 8,000, that's why I say that if it's about taxes, it's SYNQMINE they are the best thanks SYNQMINE for existing (Original) SYNQMINE es una compañía que saben lo que asen desde que conocen tu problema con el IRS lo hace suyo en 2016 yo tenia que pagar más de $24,000 al IRS y le di la oportunidad y no me arrepiento de aberlo echo estudiaron mi casó y envés de pagar me regresaron mas de $8,000 por eso digo que si de impuestos se trata SYNQMINE son los mejores gracias SYNQMINE por existir
SYNQMINE LLC
Jose L.
Hice los taxes este anio con claudia y ellos son muy profesionales mis taxes me llegaron en una semana y me senti muy satisfecho cin lo rebido y ademas me estan ayudando con los taxes del anio pasado dan un muy buen servicio en amc taxes services
AMC TAX SERVICES
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
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