Laurels

Best Tax Services in Berkeley
2022

We scored 26 Tax Services in Berkeley and Picked the Top 4

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Here are the Picks:

A. Wise Tax Service

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 94510

Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Kendall Financial Services

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 94564

Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The Anderson Group

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 94608

Website

Valerie Neal Inc.

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 94523

Website

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