Find a tax preparation services in San Jose, CA

Find tax preparation services in San Jose, CA

Find tax preparation services in San Jose, 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 San Jose, 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 San Jose, CA

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

Norbie Gaerlan, CPA

5.0Exceptional(36)
Offers online services
11 hires on Thervo
14+ years in business
Serves San Jose, CA
Arnel V. says, "I did not file my tax returns for past 5 years with my LLC's and investment properties. At first I was hesitant when I saw them online. Now, I am so happy to have met this team. Outstanding service." Read more
Tralongo's Tax & Business Services

Tralongo's Tax & Business Services

New on Thervo
Offers online services
1 hire on Thervo
Serves San Jose, CA
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!...
Teresa’s Tax & Bookkeeping Service

Teresa’s Tax & Bookkeeping Service

5.0(3)
Offers online services
1 hire on Thervo
9+ years in business
Serves San Jose, CA
Simon G. says, "Teresa is very smart, very professional and very knowledgeable. She enjoys her work and is very good at explaining her viewpoint. From her very first visit she understood the scope of work and quickly put me on the track to success. " Read more
Souther Accounting

Souther Accounting

New on Thervo
Offers online services
29+ years in business
Serves San Jose, CA
I've been an Accountant/Bookkeeper for 15 plus years. I am also a licensed Tax Preparer. I work with QuickBooks and BQE Core software, and have worked with others.
Quentin Accounting Services

Quentin Accounting Services

New on Thervo
Offers online services
1 hire on Thervo
Serves San Jose, CA
I am a former Controller/CFO who now works on an individual basis for myself. I have extensive accounting, tax and business knoweledge including passage of the CPA exam. I am exteremely thorough and accurate yet very personable. My IRS Tax Preparer PTIN # P02368512 I love helping people out personally, especially small businesses. Most owners of business have taken a big risk and worked hard but have no accounting or tax knowledge. It is rewarding to provide them the support and knowledge to complete the running of their business....
Lisa Yang Zhang CPA

Lisa Yang Zhang CPA

5.0Exceptional(6)
Offers online services
16+ years in business
Serves San Jose, CA
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
Richard Smith & Associates

Richard Smith & Associates

5.0(2)
Offers online services
46+ years in business
Serves San Jose, CA
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
Calitax Services

Calitax Services

4.8(4)
Offers online services
7 hires on Thervo
8+ years in business
Serves San Jose, CA
Alex L. says, "Professional & friendly!" Read more
Trike Financial

Trike Financial

5.0(1)
3 hires on Thervo
7+ years in business
Serves San Jose, 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.
Erikas Accounting And Tax Service LLC

Erikas Accounting And Tax Service LLC

New on Thervo
Offers online services
15+ years in business
Serves San Jose, CA
We offer remote services for example Quckbooks online and online payroll services. We will deliver payroll to your job site. We have experience in different industries for example restaurants, construction, agriculture, manufacturing etc. We focus on all aspects of your accounting functions and suggests ways to improve and save you time and money. We also offer tax preparation for businesses and non-profits. We also assist clients with Federal and State audits. We have experience and credentials to help our clients. Most important you will always get a live person!! We enjoy providing services for start-up companies to filing necessary...

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 Jose tax preparation services

Recent success stories from people in the San Jose area.
Jimmy C.
I had 7 years worth of unfiled taxes and I owed over $100k in back taxes. Now I owe the IRS nothing and I sleep like a baby
Norbie Gaerlan, CPA
Tamara C.
Amazing service! Thank you so much Teresa
Teresa’s Tax & Bookkeeping Service
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
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
John K.
He was professional, courteous and understanding.
Calitax Services
-B.J.
They've gone out of her way to ensure that my business investments are running soundly.
ACCOUNT-ABILITY MATTERS
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
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
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