Find a tax preparation service in Pleasanton, CA

Find Tax Preparation Services in Pleasanton, CA

Find Tax Preparation Services in Pleasanton, CA

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

Find Tax Preparation Services in Pleasanton, CA

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

Top 10 tax preparation services in Pleasanton, CA

Clients agree: these Pleasanton tax preparation services are highly rated for knowledge, experience, communication, and more.

Compassion Tax Corporation

5.0(4)
15+ years in business
Serves Pleasanton, 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

McEwan & Associates, Inc.

New on Thervo
2 hires on Thervo
44+ years in business
Serves Pleasanton, CA
We are a small, family owned Tax and Accounting firm that specializes in small business tax preparation and accounting. We are on a first name basis with all of our clients, and strive to provide tailored services to all of our clients' needs. We've been in the business since 1982, with offices in Monterey, Morgan Hill and San Jose. We are now in Gilroy, but have meeting sites in San Jose and Monterey still. We also do in-home and in-office visits for tax consultation, and tax preparation....

Tralongo's Tax & Business Services

New on Thervo
2 hires on Thervo
Serves Pleasanton, 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!...

AD Accountancy Corporation

5.0(1)
16+ years in business
Serves Pleasanton, CA & Online
Maria A. says, "I've been with AD Accountancy Corporation for several years now. My experience has been great. Erika is friendly and knowledgeable. Gets the job done!" Read more

MBS Accountancy Corporation

New on Thervo
16+ years in business
Serves Pleasanton, CA & Online
MBS is an innovative accounting firm that works with both individuals and businesses located in Fresno, California, and the surrounding areas. We offer accounting, tax preparation, tax planning, and business consulting services.

Accusaff Financial LLC

New on Thervo
Serves Pleasanton, CA & Online
AccuSaff Financial offers reliable, high-quality accounting, payroll, and business consulting services at competitive rates. We support startups, growing businesses, and established companies with practical financial solutions that improve clarity, compliance, and profitability. With extensive experience in financial reporting, tax planning, and day-to-day accounting operations, we provide personalized service and act as a trusted partner in your business success. We’re happy to offer a complimentary initial consultation to discuss your needs and how we can help....

Vince Guaglianone, CPA

New on Thervo
1 hire on Thervo
Serves Pleasanton, CA & Online
Why take a chance with the IRS? Step up to something better. I'll provide you CPA level quality of service at a very competitive price. My clients enjoy year-round access, assistance and financial guidance. Personal, LLC, Corporate and Trust Tax Returns IRS Resolution and Defense Non-Resident Returns Book keeping and Payroll Great Pricing Check me out: www.weaccount4u.com I'll take the time to understand your situation and offer IRS-resilient accounting and tax guidance. My prices are very reasonable and I offer year-round support for any accounting, tax or financial questions you may have. Business and Tax advice(often free) is only telep...

Scott McReynolds, CPA & Associates

New on Thervo
16+ years in business
Serves Pleasanton, CA & Online
I want to help small business owners use big business techniques to manage and grow their business. I have extensive experience working with companies small and large to manage their books and prepare their financial reports. I enjoy helping people understand what their accounting data is telling them financially so they can efficiently and effectively grow their business.

EF Business Services And Income Tax Preparation

New on Thervo
17+ years in business
Serves Pleasanton, CA & Online
Personalized Service Speak with live person Competive Fees Fast turn arounds

Lisa Yang Zhang CPA

5.0Exceptional(6)
18+ years in business
Serves Pleasanton, 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

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 Pleasanton tax preparation services

Recent success stories from people in the Pleasanton area.
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
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
John K.
He was professional, courteous and understanding.
Calitax Services
O N.
very innovative thorough and informative
Turner Accounting & Technology Group
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
Tamara C.
Amazing service! Thank you so much Teresa
Teresa’s Tax & Bookkeeping Service
-B.J.
They've gone out of her way to ensure that my business investments are running soundly.
ACCOUNT-ABILITY MATTERS
How Thervo works
Search

Search, get cost estimates, contact therapists, and book—all for free.

Compare

View profiles, read reviews, check qualifications, and see prices before hiring.

Hire

Ask questions, confirm their availability, and hire the right therapist when you're ready.

Pleasanton tax preparation services by service