Find a tax preparation services in Santa Rosa, CA

Find tax preparation services in Santa Rosa, CA

Find tax preparation services in Santa Rosa, 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 Santa Rosa, 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 Santa Rosa, CA

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

Advantum Tax And Accounting Services

5.0Exceptional(5)
Offers online services
4 hires on Thervo
11+ years in business
Serves Santa Rosa, CA
Veronica V. says, "I am a long time client using tax preparation services and absolutely happy with the service I receive." Read more
Norbie Gaerlan, CPA

Norbie Gaerlan, CPA

5.0Exceptional(38)
Offers online services
11 hires on Thervo
14+ years in business
Serves Santa Rosa, CA
Christine C. says, "I had a great experience with Norbie's team. They were friendly, efficient, and went above and beyond to help me. Highly recommend their services!🙂" Read more
Financial Benchmark Ltd

Financial Benchmark Ltd

5.0(2)
Offers online services
2 hires on Thervo
6+ years in business
Serves Santa Rosa, CA
Nancy C. says, "Rochelle helped me get current with my taxes and did so with expert knowledge and followed-through. She is very capable and you will be in good hands. Thank you, Rochelle. " Read more
Dominion Financial And Tax Services

Dominion Financial And Tax Services

New on Thervo
Offers online services
16+ years in business
Serves Santa Rosa, CA
Prepare personal and business tax returns since 2008
GLC Bookkeeping And Tax Service

GLC Bookkeeping And Tax Service

5.0Exceptional(12)
Offers online services
14+ years in business
Serves Santa Rosa, CA
James L. says, "Glenna Wood of GLC Bookkeeping and Tax Service has been providing our tax services for many years. We are very satisfied with the services and personal attention that have been provided and find that GLC is very responsive to our needs. My wife and I appreciate Glenna’s knowledge and experience, as well as her pleasant personality. We highly recommend GLC Bookkeeping and Tax Service." Read more
ACCOUNT-ABILITY MATTERS

ACCOUNT-ABILITY MATTERS

5.0(4)
Offers online services
14+ years in business
Serves Santa Rosa, CA
B.J. says, " They've gone out of her way to ensure that my business investments are running soundly. " Read more
AJJ Accounting & Tax Services

AJJ Accounting & Tax Services

5.0(1)
Offers online services
1 hire on Thervo
5+ years in business
Serves Santa Rosa, CA
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
First  Tax Service

First Tax Service

5.0Exceptional(5)
Offers online services
35+ years in business
Serves Santa Rosa, CA
Steven H. says, "Excellent customer service!" Read more
Dr.Kala Taylor

Dr.Kala Taylor

New on Thervo
Offers online services
22+ years in business
Serves Santa Rosa, CA
Dr. Taylor has previously worked in the Correctional system in the position of Senior Psychologist, and previously Owned and operated a outpatient drug treatment facility until 2013, and have worked with many at risk youths providing mentoring, counseling, anger management, substance abuse prevention services. Military personnel on PTSD and is a certified in Cognitive Processing Therapy & listed on the Federal military website for CPT services. Dr. Taylor enjoys being a life couch/mentor to individual seeking change in their lives. Helping people, I love the healing arts field p...
Peace Path Massage

Peace Path Massage

New on Thervo
4+ years in business
Serves Santa Rosa, CA
Are you seeking relief from stress, tension, or chronic pain? Look no further than peace path massage, where your well-being is our priority. **Why Choose Us?** - **Expert Therapists**: Our certified massage therapist are skilled in a variety of techniques, including Swedish, deep tissue, and sports massage. Personalized Treatments: Each session is tailored to meet your unique needs, ensuring a personalized and effective experience. Relaxing Environment: Immerse yourself in our serene, spa-like atmosphere designed to promote relaxation and healing. Convenient Location:Located in the heart of the city, with ample parking and flexible hours t

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 Santa Rosa tax preparation services

Recent success stories from people in the Santa Rosa area.
Urszula
I got recommended by a friend. It was a great decision. The fee was reasonable and I saved money. She helped me every way possible to save me money. I will definitely will continue doing my taxes with her.
Advantum Tax and Accounting Services
May C.
From beginning to end, the communication was outstanding. Each step of the process was handled with transparency and efficiency.😊
Norbie Gaerlan, CPA
Rochelle M.
Excellent one on one person to person contact
Financial Benchmark Ltd
Evelyn C.
always on time for submission
GLC Bookkeeping and Tax Service
-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
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