Laurels
Best Tax Services
in Berkeley
2017

Why These Tax Services?

Our goal is to connect people with the best local experts. We scored tax services on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best tax services in Berkeley, CA.

ReviewedCuratedTop Picks29207

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

A. Wise Tax Service

A. Wise Tax Service is a family business based in Benicia that focuses on personal and business income and property tax. The owner and operator of the company, formerly an IRS agent and chief deputy assessor in Contra Costa County, is an Enrolled Agent licensed to represent taxpayers before the IRS in audits, collection actions, appeals, and all other matters. A. Wise Tax Service offers free electronic filing with paid tax preparation. They also provide year-round tax planning service to develop strategies that will minimize the client's tax liability and risk. A. Wise Tax Service offers a free consultation.

Benicia, CA(707) 634-4829

Website

Alex Monesi, CPA

Alex Monesi, CPA, located in Pleasant Hill, specializes in tax services for individuals and small businesses. Their team has over 30 years of combined experience, and they're committed to providing honest, effective service at a reasonable price. They work around the client's schedule and offer evening and weekend appointments. Alex Monesi, CPA prepares tax returns for individuals, sole proprietorships, partnerships, corporations, and LLCs. They have extensive experience dealing with income derived from self-employment, rental properties, investments, and social security. All tax returns for the current year filed by the due date include free e-filing. They can also file past due and amended tax returns.

Pleasant Hill, CA(925) 765-9184

Website

Doris Forman CPA

Doris Forman CPA has over 20 years of experience helping businesses and individuals with their tax and accounting needs. They handle jobs of all sizes and complexity, and their office in Emeryville offers evening and weekend appointments. Their friendly and knowledgeable staff prepares taxes for all years and all states for individuals, businesses, estates, trusts, and non-profits. Tax planning services are available year-round to help clients reduce their tax liability and achieve long-term financial goals. They can also help resolve problems with the IRS and represent clients during audits and appeals. Doris Forman CPA offers a free initial consultation.

Emeryville, CA(510) 420-7077

Website

Kendall Financial Services

Kendall Financial Services, based in Pinole, is dedicated to assisting clients with their greatest financial concerns. Monica Shaw, CEO and founder of Kendall Financial Services, is a certified financial planner, certified estate advisor, and Enrolled Agent licensed to practice before the IRS. The firm provides tax preparation services for individuals, trusts and estates, self-employed, LLCs, non-profits, and partnerships. They have extensive knowledge and experience with business tax filing requirements for the City and County of San Francisco, Sales & Use Tax returns, and county specific 571-L unsecured business property. Kendall Financial Services also handles bookkeeping, payroll, investment planning, and small business group health insurance services.

Pinole, CA(510) 788-6681

Website

The Anderson Group

The Anderson Group is a consulting CPA firm in Emeryville. They have experience serving clients throughout the Bay Area and beyond in a wide range of industries, including real estate, wineries and vineyards, technology, engineering, construction, and healthcare. The firm also specializes in non-profit organizations and high net-worth individuals. Their tax planning and preparation services are designed to find the most advantageous tax strategies for each client's unique situation. The Anderson Group can handle multi-state returns, and they can also provide tax representation before the IRS, state, and local tax agencies. Their other services include estate and trust planning, strategic business planning, and accounting support services.

Emeryville, CA(510) 594-0100

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Valerie Neal Inc.

Valerie Neal Inc. is based in Pleasant Hill and provides accounting and tax services to businesses and individuals throughout the Bay Area. Valerie Neale is a certified public accountant with over 30 years of professional experience and a master's degree in tax from Golden Gate University. The firm takes pride in providing a full range of services, as well as individual attention to each client. They focus on tax planning and preparation for businesses, individuals, trusts, and estates, and they thoroughly assess each client's situation to ensure they receive every credit and deduction to which they're entitled. Their other services include estate and trust planning, retirement planning, payroll services, QuickBooks services, and business consulting.

Pleasant Hill, CA(925) 979-1700

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Vernon B. Morris Real Estate & Tax Service

Vernon B. Morris Real Estate & Tax Service has been located at the corner of Shattuck Avenue and Woolsey Street in Berkeley for over 55 years. They work with individuals and households to file federal and state tax returns, and they have specialists to serve the unique needs of small and medium-sized businesses. Electronic filing is available for a faster refund, and they can set up any direct deposits. The firm can also assist those who are late in filing their taxes or neglected to file them at all, and they can even represent clients in the event of an IRS audit.

Berkeley, CA(510) 843-6525

Website

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