Laurels
Best Tax Services
in San Francisco
2017

Why These Tax Services?

Our goal is to connect people with the best local experts. We scored tax services on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best tax services in San Francisco, CA.

ReviewedCuratedTop Picks19712620

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

A.L. Nella & Company

A.L. Nella & Company is an accounting firm in San Francisco, California. Their services include accounting and tax services, estate planning and trusts, valuation services, and financial planning. Accounting and tax services include tax planning and preparation, tax reduction strategies, audits, reviews and financial statement preparation, accounting control implementation, bookkeeping, payroll administration, and tax compliance. Their good accountants strive to help their clients succeed.

San Francisco, CA(415) 621-2424

Website

Bailey & Utley, CPAs

Bailey & Utley, CPAs is a full-service accounting firm in San Leandro, California that also serves the San Francisco Bay Area. They are dedicated to providing their clients with professional, personalized services, and guidance in a wide range of financial and business needs. They specialize in tax planning and compliance, accounting and auditing, and consulting. They believe that their work ethic is the reason their client base returns year after year.

San Leandro, CA(510) 614-1895

Website

Bridgewater

Bridgewater is a full service CPA firm in San Rafael, California that serves Marin, San Francisco, and the Bay Area. They support small and mid-market businesses, their owners, as well as individual tax clients. Services include video introduction, business services, payroll services, video services for individuals, tax services, dental practice services, real estate and consulting services, and QuickBooks services. Bridgewater offers free initial consultation.

San Rafael, CA(415) 528-5400

Website

Capital Tax & Accounting

Capital Tax & Accounting is a licensed accounting firm in Walnut Creek, California that specializes in small business tax and accounting. They offer QuickBooks, individual, and business services. Business services include small business package, business taxation, business accounting, and international business tax compliance. Capital Tax & Accounting is a proud member of AICPA and CPA- America Counts on CPAs.

Walnut Creek, CA(925) 977-7784

Website

CFO Rick, Inc.

CFO Rick, Inc. is an accounting firm in San Francisco, California that caters to small businesses, individuals, and families. Business services offered include bookkeeping, payroll, accounts receivable, accounts payable, tax preparation, business and financial consulting, and more. Individual and family services provided include personal CFO, financial portfolio management, tax preparation, retirement funds, investment and financial consulting, and bill payment. CFO Rick, Inc. is a certified QuickBooks ProAdvisor.

San Francisco, CA(415) 821-0985

Website

Chahal & Associates, Inc.

Chahal & Associates, Inc. is an accounting firm with offices in Emeryville, San Rafael, and Pinole, CA. They are a Bay Area accounting agency for business and individual financial needs that specialize in accounting services and tax services. Tax services include business tax preparation, tax planning services, international services, and IRS problem resolution. Chahal & Associates, Inc. is a QuickBooks Certified Pro Advisor.

Emeryville, CA(510) 480-0363

Website

Christina Carter Tax Service

Christina Carter Tax Service is a tax preparation service firm in San Mateo, California that serves the areas of Belmont, Burlingame, Foster City, Half Moon Bay, Hillsborough, Millbrae and beyond. The company has been solving tax and accounting problems for both individuals and small business owners for over 25 years. They specialize in tax services, bookkeeping and accounting services, and consulting services. Christina Carter is an Enrolled Agent, Accredited Tax Advisor, and a Certified Professional Bookkeeper.

San Mateo, CA(650) 343-4650

Website

Denis Maurer, EA: Taxes by the Bay

Denis Maurer, EA: Taxes by the Bay is a tax preparation service firm in San Francisco, California that was established in 1998. They serve both individuals and small business owners. Services include tax preparation and planning, representation before the IRS, and W4 and DE4s. Founder Denis Maurer is a member of the California Society of Enrolled Agents, the National Association of Enrolled Agents, and the Golden Gate Society of Enrolled Agents.

San Francisco, CA(415) 850-1391

Website

Dimond Tax Services

Dimond Tax Services is a tax return preparation firm in Oakland, California that serves firefighters, peace officers, business professionals, medical professionals, realtors, and more. Their fees start at $100. They strive to give the best service they can and are very flexible when it comes to their clients’ needs. Dimond Tax Services works to provide quality preparation at reasonable prices. They are members of the National Association of Enrolled Agents.

Oakland, CA(510) 531-0534

Website

Dito & Associates, LLC

Dito & Associates, LLC is an accounting firm in Burlingame, California. Gordon L. Dito, EA, a veteran business and tax advisor has been in practice for more than 30 years and established Dito & Associates, LLC in 2005. Services include accounting and bookkeeping, tax preparation and planning, IRS tax problems, and estate planning. They strive to be accurate, thorough, and professional.

Burlingame, CA(650) 552-9200

Website

Emmanuel A. Santos, JD, CPA, Incorporated

Emmanuel A. Santos, JD, CPA, Incorporated is a certified public accounting firm in San Francisco, California. Emmanuel A. Santos, the President of EAS, Inc., has been in the tax business since 1990. The company, established in 1996, offers financial services, retirement planning, insurance services, college planning, realty services, estate planning, tax services, accounting services, and business development. Their staff of professional tax preparers strives to be friendly and knowledgeable.

San Francisco, CA(415) 362-8921

Website

Hall of Taxes

Hall of Taxes is a tax preparation service firm in Moraga, California that has enrolled agents with years of experience. Services include tax preparation, tax planning, and IRS tax problems. Tax preparation and planning services include personal and business tax returns, estate, gift and trust returns, out-of-state and multi-state returns, payroll and sales tax reporting, individual and business tax planning, and authorized IRS E-file provider. They strive to be affordable, experienced, convenient, fast, fun, and friendly too. Hall of Taxes has received 5-star reviews on TaxBuzz.

Moraga, CA(925) 388-1040

Website

Harry K. Jeung, CPA

Harry K. Jeung, CPA is a full-service CPA accounting firm in Burlingame, California that was founded in 1990. Harry K. Jeung, CPA has over 26 years of experience and knowledge. They offer tax management services, accounting services, assurance and advisory services, bookkeeping/write-up, financial and retirement planning, IRS representation, entity selection and restructuring, and more. Harry K. Jeung, CPA values their clients and their integrity.

Burlingame, CA(650) 343-3830

Website

HRH Accountancy Corporation

HRH Accountancy Corporation is an accounting firm in San Francisco, California. For years, they have been providing quality, personalized financial guidance to local individuals and businesses. Their professional services include tax management services, assurance and advisory services, estate and trust tax preparation, bookkeeping/write-up, QuickBooks accounting help, cash flow and budgeting analysis, and more. HRH Accountancy Corporation is a proud member of CalCPA.

San Francisco, CA(415) 788-3351

Website

KPM Accounting & Management Solutions

KPM Accounting & Management Solutions is an accounting firm in San Francisco, California. They provide a full range of tax preparation, accounting and bookkeeping services, either in their client’s facility or at the firm’s location. KPM Accounting & Management Solutions specializes in audit and assurance, accounting and bookkeeping, tax preparation and planning, advisory services, and IRS representation. Their industry expertise includes nonprofit, high-tech startups, churches and Christian colleges, franchisors, and health care. It is their policy to keep their client’s personal and business matters confidential to the extent permitted by law.

San Francisco, CA(415) 819-6718

Website

Law Offices of Arnold H. Zippel

Law Offices of Arnold H. Zippel is a law firm in San Francisco, California that has over 30 years experience in accounting and tax law. Arnold H. Zippel has been in practice since 1981 and is a certified public accountant and an attorney. This law office, established in 1999, specializes in estate planning and tax preparation. Their client’s peace of mind becomes the measure of their success.

San Francisco, CA(415) 986-4990

Website

OUM & Co. LLP

OUM & Co. LLP is an accounting firm with a headquarter office in San Francisco, California and an additional office in Carlsbad, California. The company has been in the industry for more than 40 years. They specialize in assurance and audit, tax, business advisory, SEC, employee benefits, legacy planning, state and local tax, risk management, and litigation. OUM & Co. LLP has been recognized by Inside Public Accounting as one of the 2016 Top 200 Firms.

San Francisco, CA(415) 434-3744

Website

Simon Associates

Simon Associates is a professional fiduciary firm in San Francisco, California that has been providing excellence in service since 1988. They provide tax services and fiduciary services. Professional tax services include tax preparation and planning, 1041/541 estate and trust tax preparation, IRS problem resolution, tax services for attorneys and fiduciaries, estate and trust tax planning, IRS representation, and filing prior year and delinquent returns. They are members of the California Society of Enrolled Agents.

San Francisco, CA(415) 285-3233

Website

Stephen Graves The Accountant Company

Stephen Graves The Accountant Company is an accounting firm in San Francisco, California that was established in 1988. Stephen Graves The Accountant Company offers individual federal and state tax services, expatriate tax services, and business accounting and tax services. They are a proud member of CalCPA, CalCPA Education Foundation, Chartered Global Management Accountant, NVCPA, BBB, and AICPA.

San Francisco, CA(415) 788-0545

Website

Unisource Financial Group

Unisource Financial Group is a full service accounting firm in San Francisco, California that was established in 2012. They offer individual services, business services, tax services, and QuickBooks services. Tax services include tax preparation, tax planning, and tax problems. Unisource Financial Group is a proud member of CalCPA, American Institute of Certified Public Accountants, and California Society of Tax Consultants.

San Francisco, CA(415) 333-6262

Website

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