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Best Tax Services in Oakland
2021

We scored 96 Tax Services in Oakland, CA and Picked the Top 8

Here are the Picks:

Dimov Tax Featured

All About Your Taxes

Dimond Tax Services

Kelly Tax SF

M&Z Tax Services

Savvy Tax Inc.

The Tax Guy SF

The Tax Pros

Why These Tax Services?

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

Reviewed Curated Top Picks 96 60 8

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Dimov Tax FEATURED Expertise.com

Dimov Tax Specialists services personal and commercial clients in Oakland. For individuals, the company handles common taxation areas such as income, property sale and rental, equity compensation, and cryptocurrency. For businesses, it covers partnerships, C-corps, and S-corps entities, and it aids LLCs on their respective taxation processes. Dimov Tax Specialists also provides audit representation, attestation, and estate and trust taxation. With over 12 years of expertise, the company has audited and worked for retail, biotech, technology, real estate, and manufacturing industries.

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Oakland, CA 20002

Website Instagram

(866) 881-9928 Website

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: --

All About Your Taxes

All About Your Taxes is a South San Francisco tax preparer offering a broad range of services for business owners, executives, and independent professionals. Their tax services include preparation, planning, and assistance with problems like liens, levies, wage garnishment, seizures, offer in compromise, bankruptcy, as well as professional IRS representation in case of an audit. For businesses, they specialize in Quickbooks training and setup and also provide part-time CFO services like cash flow management, succession planning, payroll, bank financing, and audits. Individuals can also use the company for estate planning, elder care arrangement assistance, and personal financial planning to set goals for retirement, home purchase, or a rainy day fund.

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South San Francisco, CA 94080

Website

(650) 834-1098 Website

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+

Dimond Tax Services

Dimond Tax Services is a professional tax preparation company offering quality tax assistance at reasonable prices to residents of Oakland, California and the surrounding areas. Founder Paul Thode is an Enrolled Agent and graduate of Golden Gate University with a Master's in Accounting and a Master's in Business Administration in Finance. He began his accounting firm in 1984 in San Francisco and has previously taught accounting classes at Bangkok University, Heald College, and the University of Phoenix. As a small business owner, Paul profoundly understands common tax issues relevant to entrepreneurs. The company offers tax filing and planning services as well as business consulting and financial recordkeeping assistance.

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Oakland, CA 94602

Website

(510) 531-0534 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:

2 (Better)

Average Review Score:

4.1 / 5 (Better)

Total Reviews:

46 (Best)

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: --

Kelly Tax SF

Providing quality tax services to clients in the San Francisco Bay Area with over 25 years of experience in the industry, the professionals at Kelly Tax SF are prepared to handle a variety of needs for business owners and individuals. Owner Kelly Hughes was raised in New York City, beginning her career there as a manager of loan administration and operations and investment homeowner. She relocated to San Francisco in the early 1990s to work as an accountant at several Bay Area firms and is now an Enrolled Agent. She offers services like personal tax preparation for individuals and same-sex couples, business returns, trusts and estate planning, audit assistance, and returns for multiple states.

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San Francisco, CA 94127

Website

(415) 793-5971 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 / 5 (Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

M&Z Tax Services

M&Z Tax Services of South San Francisco is a tax preparing company specializing in helping small business owners grow and thrive by reducing their tax burden and maximizing potential deductions that boost their earnings. Mary Zhou is an Enrolled Agent has over 18 years experience in bookkeeping, with previous work experience in China and the United States. She studied accounting and international business in Foshan, China before relocating to the United States in 2005. Mary is a graduate of the City College of San Francisco, Liberty Tax School, and is fluent in English, Cantonese, and Mandarin. The firm offers bookkeeping, payroll, and tax preparation services.

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South San Francisco, CA 94080

Website

(415) 988-0283 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:

4 (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: --

Savvy Tax Inc.

Savvy Tax Inc. of Oakland, California is a professional tax preparer serving clients in the San Francisco Bay Area. Eva Konigsberg is an Enrolled Agent with a Master's in Business Administration, offering a range of services for business owners, independent professionals, individuals, and nonprofits. The company offers a free 15-minute introductory consultation for new customers. For individuals, they provide financial coaching, cash flow management, and tax preparation and planning services. Business owners can use Savvy Tax Inc. for help with small business bookkeeping, tax preparation to optimize deductions, assistance with filing and reporting deadlines, as well as strategic coaching to maximize profits.

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Oakland, CA 94602

Website

(510) 928-5067 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 / 5 (Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

The Tax Guy SF

The Tax Guy SF is a qualified professional tax service in San Francisco that assists clients with a variety of planning and preparation services. Alan Liang is an Enrolled Agent, born and raised in the San Francisco Bay Area and serving clients since 2008 with finding and applying appropriate deductions for maximum savings. He has credentials to represent clients before the IRS in the event of an audit and is knowledgeable about current legislation. The company also staffs a Business Tax Specialist trained to handle corporate returns and consult with business owners on financial planning, bookkeeping, and Quickbooks setup. They also have a notary public to process loans and other documents.

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South San Francisco, CA 94080

Website

(650) 534-3886 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:

61 (Best)

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 Tax Pros

The Tax Pros are a Bay Area tax professional group, operating out of the city of Oakland, California with service to customers in the surrounding area. Founder Mike Harrar is an Enrolled Agent with a Bachelor's of Science in Accounting and a Master's degree in Tax Law. He specializes in income tax strategies for business startups, with over twenty-five years of experience in the industry. Mike started his career as a field auditor for the IRS and became a tax manager for various CPA firms before starting his practice. Services include assistance with individual tax returns, real estate tax, as well as consulting, and accounting for business clients.

Click to Call

Oakland, CA 94611

Website

(510) 836-6001 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 / 5 (Best)

Total Reviews:

85 (Best)

Score Consistency:

Consistent (Best)

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