Find a tax preparation service in Rocklin, CA

Find Tax Preparation Services in Rocklin, CA

Find Tax Preparation Services in Rocklin, CA

Confirm your location to see the best tax preparation services near you.
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Find Tax Preparation Services in Rocklin, CA

Confirm your location to see the best tax preparation services near you.
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Top 10 tax preparation services in Rocklin, CA

Clients agree: these Rocklin tax preparation services are highly rated for knowledge, experience, communication, and more.
Ad Lucem Tax Services

Ad Lucem Tax Services

New on Thervo
15+ years in business
Serves Rocklin, CA & Online
Certified Financial Planner (CFP) background laid a solid platform to help my clients utilizing all available deductions and tax credits to their advantage. Virtual office technology. Download your information and take pictures of your tax forms all on your cell phone too a secure web page. I prepare your taxes and send it back to you for e-signature. Safe and effective! I enjoy working with individuals, self employed and sole proprietors.
Peace Of Mind Tax And Immigration Services

Peace Of Mind Tax And Immigration Services

5.0(4)
6+ years in business
Serves Rocklin, CA & Online
Harmony says, "Service was very professional " Read more
Next Level Profit & Growth

Next Level Profit & Growth

New on Thervo
9+ years in business
Serves Rocklin, CA & Online
I am a profitability and growth advisor who happen to be CPA. We enjoy working with business owners looking to grow and improve their profits. Accounting & taxes are important, but accomplishing the goals and creating the business of your dreams is more important. Time and energy need to be spent to ensure you build the business of your dreams, not end up simply building yourself a job.
Quasar 3 Accounting And Tax

Quasar 3 Accounting And Tax

New on Thervo
22+ years in business
Serves Rocklin, CA & Online
This is a personal service business. I do not pass you off to a bookkeeper or an accountant fresh out of school. We focus on Sub- Chapter S corporations and the people who own the business . We can take you from the day you open the business to the day that you sell ( I am also a licensed business broker) A certified business valuation analyst and IRS enrolled agent with lots of experience to guide you along the way.
CP Yeung Accounting Consultant

CP Yeung Accounting Consultant

New on Thervo
1 hire on Thervo
20+ years in business
Serves Rocklin, CA & Online
Over 15 years experience in tax and accounting services tax services including individual, partnership, and corporation. accounting services including full bookkeeping, financial report, monthly and yearly closing, budgeting, and payroll.
CJL Tax & Accounting

CJL Tax & Accounting

New on Thervo
2 hires on Thervo
15+ years in business
Serves Rocklin, CA & Online
We have worked directly with individuals and small to mid-sized business owners for over 12.5 years. We are accounting, tax, financial management, and audit experts, as well as Quickbooks ProAdvisors. We are a licensed CPA firm. We have over 30 years experience in business finance and accounting. We offer accounting, tax preparation, IRS tax resolution, financial management, audit, and financial advisory services. Each engagement is unique and requires every bit of education and experience we have acquired over the years to solve problems and provide solutions that make our clients happy and relieved so that they can enjoy what they do bes...
Johnson & Associates

Johnson & Associates

New on Thervo
32+ years in business
Serves Rocklin, CA & Online
Enrolled Agent providing tax preparation, planning and resolution services to individuals and businesses. Specialty is assisting business start-ups to maintain tax compliance while planning for organizational growth.
Done Right Financial Solutions

Done Right Financial Solutions

5.0Exceptional(14)
2 hires on Thervo
6+ years in business
Serves Rocklin, CA & Online
Peter M. says, "Linda is a great person!! I like working with her. " Read more
Aretera Corporation

Aretera Corporation

5.0(1)
17+ years in business
Serves Rocklin, CA & Online
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
AJJ Accounting & Tax Services

AJJ Accounting & Tax Services

5.0(1)
1 hire on Thervo
7+ years in business
Serves Rocklin, CA & Online
Zareen A. says, "Working with Allen for our personal and business taxes was an excellent experience. Allen is patient, attentive, nimble, and extremely knowledgeable. Tax season tends to be a nightmare but Allen made the process so easy for us and was so proactive about checking in and explaining everything he was doing from a bookkeeping standpoint to filing our forms on our behalf. Couldn't recommend Allen enough. So glad we found him and look forward to a continued partnership with him." 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 Rocklin tax preparation services

Recent success stories from people in the Rocklin area.
Jeanne
no waiting line and customer service
Peace of Mind Tax and Immigration Services
Charles B.
Done Right Financial Solutions is of the utmost integral. Linda is worth it because you have a Strategist/Analyst that is in your corner at any given time. She is knowledgeable, honest, and thorough. She breaks down the terms in bite-size pieces and helps you understand every option. One can say she gives more than she gets. That's worth your hard-earned dollars and peace of mind. I would highly recommend you talk with her today and see how she can help you. She does not only do accounting and taxes, but she is a financial strategist and coach. Believe me; my financial success is due to the advice and action plans she has shared with me. Holding me accountable for what I said I wanted to accomplish is PRICELESS! As an Entrepreneur, she got my finances in order, helped me file my taxes for the past three years, and then gave me a strategy to move forward that I already see high return and benefits. She handles my personal and my business finances. I would have it no other way.
Done Right Financial Solutions
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
Don M.
Great service
The Weddle Group, Inc.
-B.J.
They've gone out of her way to ensure that my business investments are running soundly.
ACCOUNT-ABILITY MATTERS
Sary C.
Es una persona muy professional y Amable,Exelente servicio. siempre te aclara tus dudas y acepta comentarios. trabaja Los 7 dias hasta Altas horas de la Noche. muy recommendada.
TA Speedy Tax Prepare
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