Expertise.com
2024

Last updated:

Best Tax Services in Fullerton

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Fullerton Tax Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

38

Reviewed

26

Curated

9

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
La Habra, CA 90631

Why choose this provider?

HR Moreno Tax Service began in 1970, and the company has offered high-quality tax services to residents of Southern California for the decades since. HR Moreno's staff has experience in the private sector working with leading corporations such as Northern Trust Bank, Deutsche Bank, T Rowe Price, and Sutro Investments. Thanks to knowledge gained from working within the banking and investment industry and incorporated into HR Moreno's business model, the firm offers financial solutions that are maximized from various angles, the business angle as well as the governmental angle. The company's services include tax preparation, insurance, and mortgage loans.

Reputation:

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.
5.0
Google
5.0 / 5 (29)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
La Palma, CA 90623

Why choose this provider?

Pascual, Shin & Associates is a tax firm offering services to its neighbors in La Palma, CA, and the surrounding area. The company's agents specialize in giving clients tax advice that is specific to their situations. The firm also offers preparation for tax returns for all occupations and business types. One of the company's primary strength is the knowledge it has gained from years of experience in the tax industry. PS&A passes on this knowledge to clients in order to maximize their returns and minimize their liability. Because of the company's knowledge, PS&A can offer solutions that competitors miss.

Reputation:

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.
5.0
Yelp
5.0 / 5 (16)

Website
Anaheim, CA 92801

Why choose this provider?

ExacTax began in 1989, which gives the company decades of tax experience from to draw when helping clients maximize their returns and minimize their liability. ExactTax's philosophy is that it should not be difficult to process returns and for clients to receive full computerized returns with all the features and capabilities necessary to resolve complex taxation issues as well as simple situations. ExacTax also offers Service Bureau tax processing, which is perfect for small to mid-sized tax professionals who want to minimize the up-front costs that often come with expensive software programs. This processing also helps tax professionals reduce in-house costs related to training, preparing, printing, and assembling tax returns.

Website
Fullerton, CA 92831

Why choose this provider?

The Tax Place has a straightforward name that betrays a straightforward purpose. Simply put, the Tax Place aims to provide the highest quality tax preparation and planning services to all of its clients, whether they are individuals, corporations, partnerships, proprietorships, estates, trusts, or nonprofit organizations. The Tax Place offers a variety of services to meet the diverse needs of such a wide client base. These services include filing all the necessary forms required for federal, state, and local returns. The Tax Place also represents clients during tax audits, thanks to the company's deep knowledge of tax laws and regulations.

Reputation:

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.
4.5
Yelp
4.5 / 5 (156)
Google
4.7 / 5 (42)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Covina, CA 91790

Why choose this provider?

Rivas Tax Services LLC has a simple yet respectable mission, to get each client the highest possible tax refund every year they work with Rivas. Not only is Rivas' team dedicated to helping clients with their future tax returns, the company offers a second opinion service in which Rivas agents assess prior years' tax returns for free. Rivas is a family oriented business that brings a personal touch to every client interaction. The company's full list of services includes income tax preparation, obtaining electronic refund checks, arranging IRS direct check deposit, and e-filing. Rivas Tax Services aims to take the stress out of taxes.

Reputation:

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.
5.0
Yelp
5.0 / 5 (14)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Covina, CA 91723

Why choose this provider?

NBS Tax Service promises clients, "You'll Be Impressed With NBS," and the financial service providers makes good on this motto with a full menu of tax services designed to meet the needs of a diverse client base. NBS began in 1982, and in the decades since its founding, the firm has grown to include services that transcend the straightforward income tax preparation that is still NBS' bread and butter. The company's complete list of services includes representation before the IRS for audits and with complicated tax problems as well as business services ranging from bookkeeping to business entity selection.

Reputation:

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.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Placentia, CA 92870

Why choose this provider?

Cortes & Co Inc is a tax firm that is proud of its ability to helps clients year-round, not just during tax season. The company employs Enrolled Agent to represent clients before the IRS with complicated issues related to past tax problems that get in the way of future financial planning. Small businesses may avail themselves of Cortes & Co's tax services, and even more helpful for these clients may be the back-office services Cortes offers that free up business owners to focus on sales and building toward their vision for their companies. These services include a variety of bookkeeping and payroll services, plus tax planning services.

Reputation:

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.
4.9
Facebook
5.0 / 5 (25)
Google
4.8 / 5 (19)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Fullerton, CA 92835

Why choose this provider?

ArrietaCPA is a husband-and-wife tax and financial services company that makes its home in Orange County, California. The company offers a multitude of services to meet the needs of a diverse client base. These services include personal and corporate income tax preparation, accounting, bookkeeping, and payroll services. ArrietaCPA prides itself on creating and maintaining personal relationships with every client regardless of their physical location, and ArrietaCPA is willing to work with clients from all over. In addition to bookkeeping and services related to various issues of taxation, the company offers financial planning services to clients looking to assess their current situations and build toward the future.

Reputation:

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.
5.0
Yelp
5.0 / 5 (41)

Website
Lakewood, CA 90715

Why choose this provider?

Kay Endow & Associates is a team of trusted tax professionals with years of combined experience. KE&A offers the resources of a big financial services company without sacrificing the kind of personal attention that individuals and small businesses need. Kay Endow is dedicated to providing every customer with tax preparation and planning services that are both dependable and highly accurate. KE&A's primary client base is in Los Angeles and the Orange County area, but the company serves clients all across the country. Clients ranging from individuals and partnerships to trusts, estates, and corporations benefit from Kay Endow's services.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    In the early spring of every year, nearly everyone has a decision to make — should you try to file your taxes on your own or hire a tax professional? There are pros and cons to each option. For example, hiring someone to do your taxes isn't free, but it will ensure that you can take advantage of everything at your disposal when filing your tax returns.


    Ultimately, the decision about whether to hire a tax professional will come down to factors such as the complexity of your tax situation and whether you'll be able to file them on your own.

  • When can I file my taxes?

    You can file your tax returns between getting access to your annual income information and Tax Day. In most years, federal Tax Day occurs on April 15, but in 2020 and 2021, tax deadlines were delayed because of COVID-19, extending the filing period. 

  • How much do you have to make to file taxes?

    State and local minimums to file taxes vary concerning where you live. The federal minimums fluctuate depending on your age, filing status, and tax year. For example, if you filed in 2020 as single and under 65 years of age, your income needed to be at least $12,200.

  • Do I have to file taxes?

    If your income over a calendar year exceeds the threshold for your age group and filing status, you must file a federal tax return for that year. State and local rules vary. For example, there are some areas that don't have income tax at all and have different rules for filing taxes.

  • What happens if you don\'t file taxes?

    If you don't file and pay your taxes by the deadline, unpaid taxes will incur interest up to 25% of the unpaid amount. This, in addition to the unpaid amount, will be what you owe the IRS. Different states treat unpaid taxes differently and penalties range from fines to jail time.

  • How do I file taxes?

    Filing taxes involves getting your annual income documents and statements and filling out a tax return, which will tell you the amount you owe for the year. You can choose to fill out your returns yourself and mail them or file online. Or, you can hire a professional to fill out and file the returns for you.

  • How do I file taxes for free?

    There are several services that offer free filing of federal tax returns. The most notable are online services, including IRS.gov and TurboTax. You can also look around for community organizations that offer tax filing for free as a service for community members, including the local library.