Find a tax preparation services in San Marcos, CA

Find tax preparation services in San Marcos, CA

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

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

Mesa Tax Services

New on Thervo
Offers online services
28+ years in business
Serves San Marcos, CA
Thirty years experience of tax preparation. Licensed, bonded and remote. You are not just another face.
S&N Accountancy, EA

S&N Accountancy, EA

5.0Exceptional(11)
Offers online services
5+ years in business
Serves San Marcos, CA
Joelle says, "Very professional and accurate. Highly recommended :)" Read more
Company

Company

5.0(1)
Offers online services
3 hires on Thervo
44+ years in business
Serves San Marcos, CA
Carol H. says, "She was nice, helpful and quick." 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 San Marcos, 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
DragonflyHill Community Tax Services

DragonflyHill Community Tax Services

New on Thervo
Offers online services
10+ years in business
Serves San Marcos, CA
Personalized service. Initial consultation free with review of last year's returns. Specializing in performing and visual artists, educators, small businesses, non-profits, and gig economy workers (Uber, AirBnb, Lyft, food delivery).
RE Tax Service

RE Tax Service

5.0(1)
Offers online services
60+ years in business
Serves San Marcos, CA
George S. says, "They took the time to go over my paperwork and explain in my language what I needed to do to better my tax situation. Great Customer Service." 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 San Marcos tax preparation services

Recent success stories from people in the San Marcos 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
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