Find a tax preparation services in Santee, CA

Find tax preparation services in Santee, CA

Find tax preparation services in Santee, 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 Santee, 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 Santee, CA

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

Company

5.0(1)
Offers online services
3 hires on Thervo
44+ years in business
Serves Santee, CA
Carol H. says, "She was nice, helpful and quick." Read more
Braden Financial Service Corporation

Braden Financial Service Corporation

5.0(1)
Offers online services
18+ years in business
Serves Santee, CA
Chanel D. says, "Very professional and prompt " Read more
S&N Accountancy

S&N Accountancy

5.0Exceptional(11)
Offers online services
5+ years in business
Serves Santee, CA
Joelle says, "Very professional and accurate. Highly recommended :)" 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 Santee, 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 Santee, 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).
Business Advisors, Inc

Business Advisors, Inc

New on Thervo
Offers online services
17+ years in business
Serves Santee, CA
Over the last 25 years I have helped Entrepreneurs with their Business needs, including Accounting, Taxes (Fed, State and Sales Tax) and giving Advice on most aspects of running a Business. Whether your Business is a Sole Proprietorship, Corporation or LLC, I can help you with Starting, Operating and Expanding your Business. My background includes serving as a CFO and/or Controller for various companies.
SP Financial

SP Financial

5.0(2)
Offers online services
6+ years in business
Serves Santee, CA
Vin D. says, "I used SP Financial for the 2nd year in a row and couldn't be more pleased. I thought I was going to owe money on my personal tax return this year but SP was able to get me over $1000 back! The entire process was very quick and easy and handled completely by email. Of course they would have met me in person if I had wanted to, but I have such a busy schedule that doing everything via email was the best option for me. I highly recommend their 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 Santee tax preparation services

Recent success stories from people in the Santee area.
Jo.
S&N Accountancy
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
Kelsey M.
Filing my taxes has always felt like a laborious process filled with anxiety and a lot of unknowns. Working with Nick from SP Financial made the process incredibly smooth and easy. Their client portal system is user-friendly and makes submitting your tax documents quick and effortless. Nick made an effort to communicate with me throughout the past year to inform me of the new tax laws in place and how to adjust my pay accordingly to maximize my returns. If you are looking for competent professionals who make filing your taxes easy and who genuinely care about your financial well-being, then I highly recommend SP Financial.
SP Financial
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Santee tax preparation services by service