Best Tax Services in Long Beach

2022

Ameri Tax Service

• Preparation & Planning

Since 2001, Ameri Tax Service has been helping Realtors, landlords, graphic designers, and professionals in the trucking and plumbing industries reach their financial goals by providing them with various tax services. These include tax preparation, planning, and budgeting. Assisting clients in the Long Beach area, it also offers IRS representation and bookkeeping services. One client cited Malgosia Winiarska, one of Ameri Tax Service's staff members, for explaining to her everything that she needed to know regarding her tax situation and for giving her recommendations on how to maximize her tax reduction.

Bayya Tax & Accounting

• IRS Relief
• Preparation & Planning

Bayya Tax & Accounting is a Long Beach-based firm serving individuals and businesses. It offers income tax return preparation services, which involve the use of software that aids in identifying possible issues the IRS may inspect. Its team also offers tax planning assistance. The professionals set up IRS-compliant recordkeeping systems and review and adjust clients' paycheck withholdings. Additionally, they represent clients in IRS audits. Bayya Tax & Accounting is headed by Mark Bayya, whose public accounting career started in 2012.

Burbank Tax Services

After serving individuals, families, and businesses in the Burbank community for more than a decade, Burbank Tax Services has moved to Long Beach. Their friendly and highly experienced staff can provide face-to-face service at their new office, or they can work with clients remotely, whether they're across town, in another state, or even another country. Burbank Tax Services remains committed to providing reliable and affordable tax and financial services with personal attention to every client. In addition to tax planning and preparation, they offer IRS audit representation, strategic business planning, succession planning, and assistance with forming a new business.

Casablanca Tax & Mortgage

Casablanca Tax & Mortgage is a family-owned business based in Los Alamitos that has been serving clients throughout Southern California for more than 20 years. They specialize in tax preparation for individuals, small businesses, LLCs, partnerships, and corporations. Their expert team stays up to date on the latest tax laws to ensure that clients receive all the credits and deductions to which they're entitled. They also offer free e-filing and extensions. Casablanca Tax & Mortgage is committed to making the entire process as convenient and stress-free as possible. Clients speak highly of their friendly and knowledgeable staff, reasonable fees, and speedy service.

Holthouse Carlin Van Trigt LLP

• Consulting

Holthouse Carlin Van Trigt LLP is an accounting firm that serves clients in Long Beach and the surrounding areas. It offers tax solutions for individuals and business owners, handling state and local, federal, and international tax issues. Its services include tax planning and compliance, tax credit and incentives, trusts and estates, and accounting for income taxes. It also works on audits, mergers, and acquisitions. The firm has ranked 31st in the Top 100 firms in the US by IPA.

Integrity Tax

Integrity Tax, located in Long Beach, strives to provide fair, honest, and reasonably priced tax preparation service. With over 13 years of professional experience, Integrity Tax can help clients find deductions and credits they might have missed on their own. In addition to preparing and filing federal and California state taxes, they can file taxes for additional states, make an amended return, or file an extension. Integrity Tax also offers bookkeeping services customized to meet the client's specific needs and budget. They're happy to provide a free quote for all their services, and they accept all major credit cards and PayPal.

Kent McLellan

Kent McLellan, based in San Pedro, offers professional California sales and use tax consulting services. A former senior auditor with the California State Board of Equalization, Kent McLellan has more than 30 years of professional experience and has performed over a thousand California sales and use tax audits. He specializes in sales tax compliance reviews to find errors and resolve them in the most efficient way possible, as well as sales tax audit defense. He can also help with filing sales and use tax returns, filing claims for a refund, collection problems, settlement proposals, registration for a seller's permit, and more.

Lavatai Tax Service

Lavatai Tax Service has been serving small businesses, individuals, and families throughout Bellfower, Cerritos, Downey, Lakewood, Long Beach, Norwalk, and surrounding cities since 1998. They specialize in preparing and filing federal and state taxes, and they strive to provide speedy, accurate, and dependable service. Their goal is to obtain for clients the lowest tax payment or highest return possible utilizing all available credits and deductions. They also provide tax planning and advice to help individuals and businesses keep their records up to date, anticipate future tax requirements, and find ways to maximize after-tax income. During tax season, from January through April, Lavatai Tax Service is open Monday through Saturday with evening hours.

Merriman Tax Services, LLC

• Preparation & Planning

Merriman Tax Services, LLC is a woman-owned firm that serves Long Beach. It prepares and files returns on behalf of individuals and business owners. It provides tax planning strategies, including utilizing retirement contributions and pension plans, to minimize liabilities and investments to earn tax-exempt income. The firm helps clients handle IRS problems like levies, liens, seizures, and wage garnishments, and offers solutions such as innocent spouse relief, payment plan, and offer-in-compromise program. Merriman Tax Services was established in 2016.

Pacific Tax Pros

• Preparation & Planning

Pacific Tax Pros is a CPA firm that serves individuals and businesses around Long Beach and other nearby metros. It assists clients in filing their state tax returns through its electronic file system, which helps streamline the refunding process. It also provides notary public services, including for clients who are facing legal problems involving fraud and documentation concerns. In addition, it offers immigration-related solutions involving consultations and paperwork filing. The firm is a member of the NATP, CTEC, and the RTB Financial Group.

Redeemed Business & Tax Services

• IRS Relief

Redeemed Business & Tax Services caters to individuals and small businesses in Long Beach and the neighboring areas. It offers tax preparation and planning solutions to help clients lower their taxes on income, gifts, estates, investments, and retirement. It also handles IRS tax problems, bookkeeping, financial planning, business entity selection, and credit repair services. Its founder, Tasha Sims, has over 11 years of experience working with payroll matters. Sims is a tax resolution specialist and a tax coordinator.

Rolly's Tax Services

• Preparation & Planning

Rolly's Tax Services has been serving individuals and small business owners in Long Beach since 1981. It offers tax preparation services, which include the filing of social security numbers, self-employment income or expenses, rental property costs, vehicle and insurance taxes. The company conducts consultations to determine clients' withholding or tax estimates for the next year and to maximize tax savings. It also provides IRS representation and ITIN application solutions. Rolly's Tax Services is an authorized IRS e-file provider.

RYKAT Financial

RYKAT Financial is located in Long Beach and has provided tax, bookkeeping, payroll, investment management, and retirement planning services for more than 20 years. Every member of their staff is a registered tax preparer with the IRS and CTEC registered with the State of California. The firm is led by June Shoji, a graduate of UCLA, certified financial planner, and Enrolled Agent licensed to represent taxpayers before the IRS. They have extensive knowledge and training in all tax situations, including personal income tax, international law tax, payroll taxes, estates and trusts, corporations, and LLCs. During tax season RYKAT Financial is open on Saturday and has evening hours.

Sancus Tax and Accounting

Sancus Tax and Accounting offers a range of tax services for customers in the Long Beach area. The firm serves both individual and business tax customers, with services that include tax reduction strategies, tax preparation, and tax coaching for business owners. A Certified Tax Coach is on the staff to help identify tax solutions and savings. Accounting services are also available, including QuickBooks services, incorporation, business accounting, and cloud accounting,.

SG Tax Services

SG Tax Services is a family-owned-and-operated firm that's been serving the Bellflower community for over 20 years. They strive to provide personal attention to every customer, and all returns are prepared by a CTEC registered tax preparer. They make sure that customers take advantage of all applicable credits and deductions, and they offer free electronic filing for a faster refund. SG Tax Services provides tax planning all year round to help individuals and businesses make long-term, tax-saving decisions. Spanish-speaking services are available, and they can provide translations for important documents. SG Tax Services is also a notary public.

Spencer Wilson Financial Management Services

• Preparation & Planning

Spencer Wilson Financial Management Services caters to the Long Beach metro and the surrounding communities. It helps prepare tax returns for individuals, partnerships, corporations, fiduciaries, and nonprofits. It also works on business start-ups, estate and succession plans, and out-of-state returns. It assists clients who are dealing with various IRS tax problems, such as bank levies, IRS audit notifications, threatening letters, and wage garnishment. In addition, accounting and bookkeeping services are provided. The company has been serving the community since 2004.

Tax Consulting and More

• Preparation & Planning

Tax Consulting and More assists clients in Long Beach by providing accounting services. Its team, which caters to Spanish-speaking clients, works extensively to understand their goals and needs. The company has a variety of solutions, including accounting software selection and implementation, financial analysis, IRS representation, and QuickBooks® setup and maintenance. Its owner, Brenda Solano, has over a decade of experience in business tax preparation and planning, bookkeeping, and payroll management. She also holds an IRS CRTP Certification.

Tax Professionals

• Preparation & Planning

Tax Professionals caters to individuals and businesses in the Long Beach metro and the surrounding communities. It helps clients handle their finances by offering tax consulting, planning, and preparation services. It assists with back tax filing, bookkeeping and accounting, cash flow management, IRS wage garnishment, new business entity formation, and payroll reporting. Financial statement audit, compilation, and review are also provided. Tax Professionals has been operating for over 20 years. It is a member of the American Institute of Certified Public Accountants.

Tax Prose

• IRS Relief
• Preparation & Planning

Tax Prose caters to individuals and small businesses in Long Beach. The firm offers tax planning, preparation, and resolution services, including IRS representation and payroll processing. Its team consists of certified tax coaches who are well-versed in mitigating tax obligations, increasing the profitability of clients' businesses, and boosting their personal income. They also offer small business consulting, accounting, and bookkeeping services. One of its associates, Stephanie Anderson, received the 2021 Member of the Year Award from the AICTP.

Williams Tax & Financial Services

Formed in 1958, Williams Tax & Financial Services is based in Los Alamitos and serves clients throughout the entire United States. The firm is led by Steve Williams, a certified financial planner and Enrolled Agent licensed to represent taxpayers before the IRS. Their financial planning services cover retirement plans, 401(k)s, money management, college plans, money purchasing plans, and profit sharing plans. They can also assist clients with many types of investments, including bonds, stocks, Treasury bills, government securities, and more. They take the time to get to know each client's personal financial challenges and objectives, and they utilize all the firm's resources to help them pursue and obtain their goals.