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Best Tax Services in Sacramento

2023

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  • Licensing
  • User Reviews
  • Mystery Shopping Calls
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Last updated:

Website
3800 Watt Avenue, Sacramento, CA 95821

Why choose this provider?

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)

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

Why choose this provider?

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

Website
Sacramento, CA 95823

Why choose this provider?

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)
Yelp
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

Website
Roseville, CA 95661

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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
Helpfulness
Detail

Website
Roseville, CA 95661

Why choose this provider?

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

Website
Sacramento, CA 95821

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

Website
Citrus Heights, CA 95610

Why choose this provider?

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
Friendliness
Helpfulness
Detail

Website
Folsom, CA 95630

Why choose this provider?

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
Yelp
4.0 / 5 (10)

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

Why choose this provider?

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)

Website
Roseville, CA 95678

Why choose this provider?

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.

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.
3.0
Facebook
5.0 / 5 (1)
Yelp
1.0 / 5 (1)

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
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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.