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Best Tax Services
in San Mateo

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 Mateo, CA.

Reviewed Curated Top Picks 32 24 12

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.

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Canty, located in San Bruno, California, is a tax services company committed to offering prompt, high-quality solutions at an affordable rate. Owner Matt Canty has over 10 years of experience in different areas of the financial services industry such as anti-money laundering, financial crime, and compliance. After thousands of investigations, many with fraud implications, he can assist clients to remain within the bounds of the law while maximizing refunds and minimizing liabilities. Their team prepares all federal and state taxes including 1040s, 1040As, 1040EZs, 1116s, and 1065s, and clients have access to their documents all year through their secure website.

San Bruno, CA (650) 636-6738


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Christina E. Reddell

Christina E. Reddell, based in Foster City, California, is a tax services company with decades of experience providing comprehensive solutions for businesses and individuals. They are federally authorized tax practitioners certified by the U.S. Department of the Treasury to represent taxpayers at all administrative levels of the IRS for audits, collections, and appeals. The staff can prepare returns for individuals, corporations, LLCs, partnerships, trusts, and estates as well as offer tax planning and projection to further improve financial health. Also available are bookkeeping for preparing the necessary adjustments to bills, deposits, and more, financial statements, business consulting, and payroll.

Foster City, CA (650) 349-9333


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Elliott Tax Service

Elliott Tax Service, based in San Mateo, California, is a tax services company that offers high-quality solutions for businesses and individuals. The company has been serving the Peninsula and East Bay for nearly two decades, can prepare both federal and state returns, and they offer a money back guarantee. Their team can maximize itemized deductions such as expenses for health care, state and local taxes, car registration fees, mortgages, gifts to charity, job-related expenses, tax preparation fees, and investment-related expenses. They can also assist with QuickBooks management, bookkeeping for small businesses and corporations, sales taxes, and payroll.

San Mateo, CA (650) 342-6082


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Golden State

Golden State is a tax services company in Redwood City, California with nearly three decades of experience providing individuals and businesses, both local and national, exceptional solutions. All returns are filed electronically over secure networks, they can send copies to clients within days, and refunds can be sent by direct deposit or check. Also available are accounting services such as check stubs, receipts, bank and card statements, profit and loss reports, balance sheet reports, financial reports, and IRS representation. They prepare hundreds of returns and resolve multiple IRS cases yearly, support LLCs, and can be contacted by phone or online form.

Redwood City, CA (650) 365-2454


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John the Tax Guy

John the Tax Guy, located in Pacifica, California, is a tax services company that emphasizes a low-pressure, personalized approach to providing solutions for their clients. Owner John E. Gonzalez is a member of the National Association of Tax Professionals and the California Society of Enrolled Agents, and the company has received an A+ rating from the Better Business Bureau. His tax preparation and planning, for federal, state, and local refunds, can minimize future liabilities, manage tax issues, and help customers decide how business opportunities impact tax status. Also, he can represent clients before the IRS and assist with bookkeeping to keep businesses running smoothly and promote growth.

Pacifica, CA (650) 491-3329


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Martinez and Walker

Martinez and Walker, in Redwood City, California, is a tax services company that strives to offer accurate, efficient, and affordable solutions for the entire local community. The company is accredited by the Better Business Bureau, and the team attends the IRS yearly seminar and California Franchise Tax Board Tax seminars to stay current on the latest tax laws, credits, and deductions. They can prepare and plan taxes to minimize present and future tax liabilities and manage financial health. Also, for businesses without an accounting team or looking for additional support, they provide bookkeeping and write-up services. Also available are options such as accounting software selection and implementation, audits, reviews, and compilations, business consulting, financial analysis, and more.

Redwood City, CA (650) 367-1067


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Padgett Business Services

Padgett Business Services, in Redwood City, California, is an independently owned and operated tax services company that offers customized solutions to help clients achieve their financial goals. Their consultants can prepare taxes for businesses and individuals to minimize liability, in full compliance with state and federal law, as well as represent them before the IRS. Financial reporting services can identify weaknesses in a company, and they can provide guidance on how best to correct them. Their accounting services include income statements, general ledger review, inventory management, online sales channel consulting, and more. Other options available are bookkeeping, payroll, and tax compliance.

Redwood City, CA (650) 381-9870


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Peter B. Diaz

Peter B. Diaz, in Redwood City, California, is a tax services company with decades of experience providing innovative financial solutions at an affordable price. The owner is a member of many professional organizations including the American Institute of Certified Public Accountants, California Society of CPAs, Redwood City Chamber of Commerce, and the Palo Alto Chamber of Commerce. They prepare taxes for corporations, partnerships and LLCs, individuals, fiduciaries, and other businesses, as well as offer audit representation, strategic tax planning, research credit analysis, and transaction structuring. Other options available are financial consulting for investing, loans, insurance, real estate, legal issues, and more.

Redwood City, CA (650) 400-2539


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San Mateo Tax Services

San Mateo Tax Services is a tax services company in San Mateo, California with over a decade of experience providing exceptional solutions to a variety of clients. Their team offers service for English and Spanish speakers, continues their education in the latest changes to tax laws and legislation, and can identify planning opportunities to minimize both current and future tax liabilities. Accounting services can provide financial information to ensure business operations run more efficiently on a daily basis. Also available are comprehensive consulting services to locate areas in a business that negatively affect profitability, promote growth, and create flexible, practical strategies.

San Mateo, CA (650) 548-0948


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TaxSquad, based in Burlingame, California, is a tax services company dedicated to maximizing tax savings for a range of clients. The company is an enrolled agent with the IRS and provides preparation and planning in all areas of taxation such as corporate, estate, individual, partnership and federal, local and state taxes. Also, they can assist with IRS and state audit representation, appeals and collections, non-filers, prior year or amended returns, IRS and FTB inquiries, liens and levies, and offers in compromise and payment plans. Their mission is to extend personalized service to customers, and they continue their education in the latest changes to tax law.

Burlingame, CA (650) 513-6364


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Trust the Tax Pros

For decades, Trust the Tax Pros, a tax services company located in San Mateo, California, has offered a range of customized solutions and guidance to clients of all backgrounds. Tax preparation options extend to individuals, non-residents, partnerships, corporations, trusts, estates, and gifts. They can provide businesses with consulting to improve their finances and grow as well as represent clients before the IRS for audits. Also available are options such as bookkeeping, notary services, fixed annuities, sales tax filing, foreign bank account reports, and foreign tax filing. Additional resources on returns can be found on the company website, and customers have described them as efficient and skilled.

San Mateo, CA (650) 349-4492


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Win, a tax services company in San Bruno, California, offers exceptional, comprehensive solutions for both individuals and businesses. Owner Kaung Myat Win graduated from Golden Gate University with a Master's degree in Taxation and California State University, Long Beach with a Bachelor’s degree in Business Administration. He has nearly a decade of tax preparation and consulting experience, provides service in English and Burmese, and can be contacted by phone, fax, or e-mail. They offer a wide range of options including tax preparation and planning, tax audit assistance and representation, bookkeeping, payroll, and free consultations for business and tax planning.

San Bruno, CA (415) 952-7106


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