Find a tax preparation services in Rancho Santa Margarita, CA

Find tax preparation services in Rancho Santa Margarita, CA

Find tax preparation services in Rancho Santa Margarita, 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 Rancho Santa Margarita, 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 Rancho Santa Margarita, CA

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

Company

5.0(1)
Offers online services
3 hires on Thervo
44+ years in business
Serves Rancho Santa Margarita, CA
Carol H. says, "She was nice, helpful and quick." Read more
S&N Accountancy, EA

S&N Accountancy, EA

5.0Exceptional(11)
Offers online services
5+ years in business
Serves Rancho Santa Margarita, CA
Joelle says, "Very professional and accurate. Highly recommended :)" Read more
Business Advisors, Inc

Business Advisors, Inc

New on Thervo
Offers online services
17+ years in business
Serves Rancho Santa Margarita, 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.
Outsourced Accounting And Tax Solutions

Outsourced Accounting And Tax Solutions

New on Thervo
Offers online services
3 hires on Thervo
19+ years in business
Serves Rancho Santa Margarita, 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
Mesa Tax Services

Mesa Tax Services

New on Thervo
Offers online services
28+ years in business
Serves Rancho Santa Margarita, CA
Thirty years experience of tax preparation. Licensed, bonded and remote. You are not just another face.
DANIEL EDWARD HAAS - An Accountancy Corporation The HAAS Group - Financial Planners

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

New on Thervo
Offers online services
2 hires on Thervo
29+ years in business
Serves Rancho Santa Margarita, 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.
Mountain High Tax & Bookkeeping, Inc

Mountain High Tax & Bookkeeping, Inc

4.0(1)
Offers online services
11 hires on Thervo
6+ years in business
Serves Rancho Santa Margarita, CA
Mien T. says, "I like to work with him." Read more
FirstCorr Financial Services LLC

FirstCorr Financial Services LLC

5.0(3)
Offers online services
1 hire on Thervo
8+ years in business
Serves Rancho Santa Margarita, 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
LOCPA & Consulting

LOCPA & Consulting

New on Thervo
Offers online services
1 hire on Thervo
11+ years in business
Serves Rancho Santa Margarita, CA
We are a unique accounting firm, offering Accounting and Bookkeeping, Financial Planning and Wealth Management, Tax Planning and Preparation services to individuals and businesses. A one stop shop for your financial needs. We pride ourselves on being our clients advocates, helping them reach their financial goals.
Chris Madero, CPA

Chris Madero, CPA

5.0Exceptional(7)
Offers online services
10 hires on Thervo
17+ years in business
Serves Rancho Santa Margarita, CA
Passionate about not only helping individuals and businesses reach their financial goals and objectives, I'm also excited to educate others and share what I've learned in my over 18 years experience in tax and accounting empowering them to make solid financial decisions for themselves. My clients and customers are important to me and so is their financial well-being so I'll go the extra mile to exceed their expectations. First and foremost are the people. I love people and in this line of work you meet a vast array of people from all walks of life. What I know can truly help others and helping them to fish rather than giving them a fish, s...

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 Rancho Santa Margarita tax preparation services

Recent success stories from people in the Rancho Santa Margarita area.
Jo.
S&N Accountancy, EA
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
Jana P.
Chris met with me promptly and was thorough and professional with my taxes. I will be using his services in the future and would recommend him to anyone with their tax needs.
Chris Madero, CPA
Kelsey M.
Filing my taxes has always felt like a laborious process filled with anxiety and a lot of unknowns. Working with Nick from SP Financial made the process incredibly smooth and easy. Their client portal system is user-friendly and makes submitting your tax documents quick and effortless. Nick made an effort to communicate with me throughout the past year to inform me of the new tax laws in place and how to adjust my pay accordingly to maximize my returns. If you are looking for competent professionals who make filing your taxes easy and who genuinely care about your financial well-being, then I highly recommend SP Financial.
SP Financial
Asja C.
So happy I found my forever tax preparer. She was able to straighten out my husband taxes that he had messed up for previous years, while informing us of deductions we were unaware of, maximizing our return. She responds quickly and always available for questions and offers suggestions. So grateful for the referral to her. I would definitely recommend.
PC Tax & Financial Services
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