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Best Tax Services in Sacramento

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Profit Financial Group logo
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Profit Financial Group

Sacramento, CA
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Business Description

Profit Financial Group serves Sacramento residents requiring assistance with taxes. The firm caters to businesses and individuals who need to prepare their reports for tax season or who have been subjected to audits by the IRS. It formulates plans to reduce the revenue dues of commercial entities and counsels proprietors on which corporate entity to use in forming a business. The office also prepares financial statements and books of accounts. Profit Financial Group's team has more than two decades of experience in international accounting.

BD Tax & Finance Group, Inc. logo
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BD Tax & Finance Group, Inc.

Sacramento, CA 95823
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Business Description

BD Tax & Finance Group, Inc. is a company that provides tax services to the people of Sacramento, California and its surrounding areas. Brenda Duran, the president of the company has acquired enrolled agent status, the highest credential in the IRS federal practice. Their services include small business, IRS/ FTBS resolutions, tax preparation services, financial planning services, and accounting services. They were a recipient of the 2012 Best of Sacramento Award.

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
Facebook
5.0 / 5 (33)

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
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Detail
Burriss Bookkeeping & Tax Services logo
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Burriss Bookkeeping & Tax Services

Citrus Heights, CA 95621
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Business Description

Burriss Bookkeeping & Tax Services has been in the industry for more than 30 years. Based in Citrus Heights, California, the company offers tax preparation for individuals, small businesses, partnerships, C corporations, and S corporations, and LLC's. Some of their services include estate, gift and trust returns, out-of-state and multi-state returns, payroll and sales tax reporting, individual and business tax planning, review and filing of prior year tax returns, amended tax returns, and more. The company is a member of Citrus Heights Chamber of Commerce and a member of Better Business Bureau.

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 (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
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Detail
Cook CPA Group logo
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Cook CPA Group

Roseville, CA 95678
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Business Description

Cook CPA Group serves the people of Roseville, California and the surrounding areas. They provide services for individuals, business services, QuickBooks services, and tax services. Their tax services include tax preparation and planning and their firm provides outstanding service to their clients because of their dedication to the three principles of professionalism, responsiveness and quality. Cook CPA Group is a certified Intuit QuickBook ProAdvisor.

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
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CPA Corporation logo
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CPA Corporation

Roseville, CA 95661
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Business Description

The Roseville, California-based full-service CPA firm provides services that include accounting and advisory, tax services, financial statements, and nonprofit services. The tax services they offer for business and nonprofit organizations include comprehensive tax planning, mid-year tax analysis and projections, federal and state income and information tax returns, and more. The company strives to provide first class customer care.

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.
4.0
Facebook
4.0 / 5 (2)

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
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Eldredge Income Tax & Bookkeeping logo
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Eldredge Income Tax & Bookkeeping

725 30th Street, Suite 103, Sacramento, CA 95816
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  • Preparation & Planning

Business Description

Eldredge Income Tax & Bookkeeping is a local accounting firm serving clients in and around Sacramento. It handles tax preparation and planning for individuals and businesses. The company also helps in lowering clients' tax liability. Its list of bookkeeping services includes tracking sales and expenses and preparing financial statements. In addition, it provides payroll assistance. It helps in tax returns, extensions, amendments, and audits. The family-owned business has been serving the community since 1977.

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
4.5 / 5 (57)

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
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Detail
HM Partners logo
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HM Partners

1000 Q Street, Sacramento, CA 95811
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  • Preparation & Planning

Business Description

HM Partners is a tax, bookkeeping, and notary agency that serves individuals and businesses from Sacramento and the surrounding areas. It provides a variety of personal and business tax solutions, including form preparation, electronic filing, and tax planning. Other services that it offers include tax audit assistance, 1099 preparation, bookkeeping, and payroll processing. HM Partners has been in operation for more than six years. Owners Elizabeth Hambridge and Julie Morandi are both IRS enrolled agents.

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 (109)
Google
4.9 / 5 (20)
Facebook
5.0 / 5 (2)

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
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Detail
JD Tax and Accounting logo
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JD Tax and Accounting

1104 Corporate Way, Sacramento, CA 95831
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  • Preparation & Planning

Business Description

JD Tax and Accounting is a Sacramento-based firm that serves businesses and individuals in the metro. The staff members of the AICPA-affiliated agency prepare income tax returns through a software program that identifies potential IRS issues. They electronically file returns and show clients how to make payroll withholding adjustments to get refunds. Their planning solutions involve forming strategies for growing assets and reducing liabilities. Bookkeeping, financial planning, and accounting services are also offered by the team.

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 (33)
Google
4.9 / 5 (30)

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.
4.0
Responsiveness
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Detail
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Jin Kim logo
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Jin Kim

3800 Watt Avenue, Sacramento, CA 95821
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Business Description

Tax attorney Jin Kim lends a hand to Sacramento clients facing tax-related issues with the Internal Revenue Service (IRS), Franchise Tax Board (FTB), California Department of Tax and Fee Administration (CDTFA), and local tax agencies. She offers legal assistance and representation for those in need of tax relief & resolution, audit defense, accumulated debts, business payroll taxes, and penalty abatement. Kim is open to free consultations, charges affordable flat fees for her services, and suggests payment plans.

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.
3.9
Yelp
3.5 / 5 (3)
Google
5.0 / 5 (1)
L & S Tax Services logo
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L & S Tax Services

Citrus Heights, CA 95610
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Business Description

L & S Tax Services is a tax preparation service provider that is located in Citrus Heights, California. With over 60 years of combined experience, their services include audits and collections, bookkeeping and payroll, tax consulting and planning, and tax preparation. The company is a Better Business Bureau accredited business with an A+ rating.

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
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Detail
PSG Certified Public Accountants logo
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PSG Certified Public Accountants

Roseville, CA 95661
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Business Description

PSG Certified Public Accountants is a full-service accounting firm that is located in Roseville, California. The principals of the firm possess more than 100 years of collective experience and they specialize in tax planning, tax preparation, business consulting, compilation, review and audit, solar energy analysis, audit defense/representation, and more. Their breadth of experience in complex business and tax matters makes them a valuable partner to each of their clients.

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.
4.7
Google
5.0 / 5 (9)
Yelp
4.0 / 5 (4)

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
Safe & Sound Tax Services logo
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Safe & Sound Tax Services

2971 Fulton Ave., Sacramento, CA 95821
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  • Preparation & Planning

Business Description

Safe & Sound Tax Services serves individuals and businesses throughout Sacramento and its neighboring cities. It offers a wide variety of tax solutions, such as tax amendments, self-employment and small business income reporting, and business tax deductions and asset depreciation. It also handles federal and state tax returns and Uber and Lyft driver tax information and importation. The company comprises a team of CTEC-registered tax professionals. Its services can also be rendered in Pashto and Farsi languages.

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
Google
4.5 / 5 (15)
Staszak & Company, Inc. logo
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Staszak & Company, Inc.

Folsom, CA 95630
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Business Description

Staszak & Company, Inc. in Folsom, California provides accounting, tax preparation and planning, and business advisory services. Their services include tax services, financial statements, management advisory services, contract CFO services, and estate and trust tax preparation, planning and accounting. Their clients are individuals, small and medium-sized businesses, non-profit organizations, estates, and trusts and their team is committed to providing their clients with efficient, personal service, relevant, reliable information, and effective, innovative solutions.

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.
4.0

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Tax Pro Accounting logo
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Tax Pro Accounting

601 University Ave, Suite 278, Sacramento, CA 95825
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  • Consulting

Business Description

TaxPro + Accounting caters to customers in Sacramento and the surrounding areas. It serves a diverse clientele, including individuals, nonprofits, small businesses, LLCs, and corporations. It offers various tax and accounting solutions, such as tax preparation and filing; bookkeeping; financial statement generation; and budget development, forecast, and projection. The firm also provides advisory services and works on startups and mergers and acquisitions. TaxPro + Accounting brings more than 10 years of experience in the industry.

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.
4.7
Yelp
4.5 / 5 (17)
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (2)
Tax Shark logo
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Tax Shark

2110 K St Unit 113, Sacramento, CA 95816
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  • Preparation & Planning

Business Description

Tax Shark serves individuals and businesses in Sacramento and nearby areas. It offers various tax solutions, including preparation, planning, review, and resolution. Its planning services cover short-term and long-term strategies and assistance in navigating law changes of federal, state, and local taxation. It assists with tax relief through client protection and private consultations that may lead to agreements suitable to both parties. Tax Shark also handles IRS audits and negotiates to reverse the outcome of initial determinations and findings.

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 (2)

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
TaxTime123 logo
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TaxTime123

Sacramento, CA 95821
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Business Description

TaxTime123 is an accounting firm in Sacramento, California with many years of experience providing a wide variety of accounting services to their clients. The company strives to offer reliable and dependable services with affordable rates to accommodate their valued customers. Client satisfaction is at the forefront of all that they do.

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.
4.0

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
TL Accountancy logo
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TL Accountancy

980 9th Street 16th FL, Sacramento, CA 95814
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  • Consulting

Business Description

TL Accountancy is a Sacramento-based firm that offers accounting and tax preparation services to individuals and businesses in the area. The company comprises tax experts who help clients navigate their options to minimize tax liability under local and federal tax laws. Its services include individual tax preparation, business tax planning, estate and succession planning, partnership/corporate tax preparation, and out-of-state returns assistance. TL Accountancy also provides administrative services such as payroll administration, business consultation, and business formation.

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
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Watson Tax logo
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Watson Tax

1600 Sacramento Inn Way, Ste 235, Sacramento, CA 95815
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  • Preparation & Planning

Business Description

Watson Tax is a woman-owned accounting firm that has been serving individuals and small businesses in Sacramento since 1992. It provides tax preparation, planning, and tax audit representation services that reduce the liabilities of clients. The firm also offers accounting services, including account reconciliation, payroll processing, and journal entry year-end adjustments. Watson Tax serves a variety of clients, including real estate owners, independent contractors, and trade service providers. Owner Cara Watson is a CalCPA member with over 20 years of individual and partnership taxation experience.

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 (6)
Facebook
5.0 / 5 (3)
Yelp
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
Back to Providers

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.

Should you pay someone to do your taxes?

If you're concerned about getting everything right and paying the right amount, you may want to hire someone to fill out and file your tax returns for you. You don’t need a tax accountant, but many people prefer not to have to worry about their taxes every year.

What is a tax accountant?

A tax accountant is a professional who receives training in federal, state, and local tax laws, codes, and proceedings. They are qualified to assist individuals in filing their taxes and are usually in a private practice or employed by a professional tax service.

What do tax accountants do?

Tax accounts ensure their clients' tax returns are filled out and filed correctly. They also advise clients on the correct documents to bring to their appointment and make sure they're aware of every credit or deduction available to them based on their specific circumstances.

How much does it cost to have someone do your taxes?

According to Investopedia, the average cost of hiring a tax professional is usually between $146 and $457. If you have complex taxes or your income is higher than average, a tax accountant may charge higher fees because of the extra time and risk involved.

How do I check if taxes were filed?

To see if your federal taxes were filed correctly, you can contact the IRS by phone or by going online — IRS.gov — and viewing your account. If you filed with an online service, check for a confirmation that your returns were accepted. For state and local taxes, contact tax departments where you live.

Can a dependent file taxes?

Technically, a dependent can file. They're only required to file taxes when their annual income is over the tax year's minimum threshold. With this in mind, if someone who is a dependent on another person's return expects to be eligible for a refund, they can, and should, file taxes for the year.

Can a 17 year old file taxes?

A minor can file taxes but isn't required to, outside of a few situations. The most common instance is when their income exceeds the standard deduction for the year. In most cases, the parent is allowed to include this return and income with theirs for the year.

Can you file taxes with no income?

It's legal to file your taxes, even if you didn't earn an income during the tax year. Many people choose to do this because even if you didn't pay any taxes for the year, you can still take advantage of eligible credits, carry over state deductions, and protect against future audits.

How do I file a tax extension?

To file an extension with the IRS, you'll need to fill out Form 4868 and pay any taxes you owe so that you don't have to pay a penalty for unpaid taxes. The extension itself is not penalized — it gives you an extra six months to file your tax paperwork.

How do I file back taxes?

To file your returns for unpaid taxes that you owe, you'll need to gather the forms you would've filed with the old returns and file them. You can still take advantage of any credits and deductions that were active over the years you didn't file if you can show the necessary documents.

Can married couples file taxes separately?

Married couples can choose to file taxes together or separately, but they’re encouraged to file together. The IRS extends several benefits for married couples who file jointly, so this is the most common option of the two.

How do I become a tax accountant?

To become a tax accountant, you need to receive a traditional bachelor's degree in accounting and training — either as part of your education or separately — in your local, state, and federal tax codes. Many tax professionals receive post-graduate certifications, such as the CPA, although this isn't required.

How much do tax accountants make?

The annual earnings of tax accounts and preparers varies widely based on their level of experience and employer. According to Forbes, the average earnings for an accountant can reach $95,000 in some states, while tax preparers usually earn less.

Do tax accountants need to be CPAs?

Tax accountants are not required to be CPAs but many are. This is because accountants who are also CPAs are often looked at as being more credible and qualified if they're in private practice. It also qualifies them for more responsibilities as they move up in their careers.

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