Find a tax preparation service in San Francisco, CA

Find Tax Preparation Services in San Francisco, CA

Find Tax Preparation Services in San Francisco, CA

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

Find Tax Preparation Services in San Francisco, CA

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

Top 10 tax preparation services in San Francisco, CA

Clients agree: these San Francisco tax preparation services are highly rated for knowledge, experience, communication, and more.
Compassion Tax Corporation

Compassion Tax Corporation

5.0(4)
15+ years in business
Serves San Francisco, 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
Tralongo's Tax & Business Services

Tralongo's Tax & Business Services

New on Thervo
2 hires on Thervo
Serves San Francisco, 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!...
The Art Of Taxes

The Art Of Taxes

New on Thervo
2 hires on Thervo
12+ years in business
Serves San Francisco, CA & Online
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....
FSaw Financial LLC

FSaw Financial LLC

New on Thervo
2 hires on Thervo
31+ years in business
Serves San Francisco, CA & Online
We're committed to helping all types of businesses, organizations, and individuals with their accounting and tax preparation needs. We strive to be comprehensive in our services and to offer competitive rates so that our customers get the best value for their money. We understand that the needs of our clients can change over time, so we are dedicated to providing reliable assistance throughout all market and fiscal cycles.
AD Accountancy Corporation

AD Accountancy Corporation

5.0(1)
16+ years in business
Serves San Francisco, 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
Gabrielle Chanel Services DBA  On Top Tax  Services

Gabrielle Chanel Services DBA On Top Tax Services

5.0Exceptional(8)
13+ years in business
Serves San Francisco, CA & Online
Carlyn B. says, "Excellence" Read more
Wordsmith Law By Juliane Smith

Wordsmith Law By Juliane Smith

New on Thervo
1 hire on Thervo
11+ years in business
Serves San Francisco, CA & Online
Juliane Smith, Esq. is barred in California and Virginia. She mainly advises small businesses and startups and provides comprehensive services, including corporate structure, SBA loan application assistance, contracts and policies, and litigation when needed.
Safwat & Marston, Inc, CPAs

Safwat & Marston, Inc, CPAs

New on Thervo
9+ years in business
Serves San Francisco, CA & Online
We are a One Stop Shop for all your business needs. We provide bookkeeping and payroll services to small and medium size businesses, prepare taxes for individuals and businesses, provide tax planning and we also provide business formation services. We like to work with small businesses and individuals because we know they need our expert advice and services and they can only afford a competitive price. We have been providing these services for the past three years. But collectively My partner who is a CPA and I have been working in accounting and tax services for the past 60 years. One of our first clients was a Pizza restaurant. They hired ...
CalTax Taxes And Accounting

CalTax Taxes And Accounting

New on Thervo
6+ years in business
Serves San Francisco, CA & Online
Former FTB Agent. CPA with over 30 years of experience doing taxes and accounting for individuals and small businesses.
Scott Phillips, CPA, Inc.

Scott Phillips, CPA, Inc.

New on Thervo
31+ years in business
Serves San Francisco, CA & Online
We provide a high level of service to business own of small, medium and large auto repair shops thouughout the Bay Area. We enjoy helping shop owners run their business in a professional manner that results in higher profits to the owner while working to reduce their tax liability to the lowest possible amount!

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 San Francisco tax preparation services

Recent success stories from people in the San Francisco 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
Jessie R.
Well and she was kind pleasant to talk with efficient pointed out things that I needed to know. She made me feel comfortable which in my experience who is Wonderful.
Gabrielle Chanel Services DBA On Top Tax Services
John K.
He was professional, courteous and understanding.
Calitax Services
O N.
very innovative thorough and informative
Turner Accounting & Technology Group
-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
Tamara C.
Amazing service! Thank you so much Teresa
Teresa’s Tax & Bookkeeping Service
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.

San Francisco tax preparation services by service