Best Tax Services in San Mateo

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Liberty Tax

San Mateo, CA
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Business Description

Liberty Tax serves clients living in San Mateo and the surrounding areas who need to file their revenue forms. The company processes the requisite forms demanded by the IRS and the additional papers evidencing any claimed exemptions. Liberty Tax is an IRS E-file provider. It also has informative courses that educate learners on how to file taxes by themselves. The firm has a reach that extends to Canada, and it employs over 12,000 professionals across more than 2,700 branches.

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.
4.3

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
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Canty

San Bruno, CA 94066
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Business Description

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.

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
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Christina E. Reddell

Foster City, CA 94404
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Business Description

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.

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
Elliott Tax Service logo
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Elliott Tax Service

San Mateo, CA 94401
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Business Description

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.

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
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John the Tax Guy

Pacifica, CA 94044
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Business Description

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.

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
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Martinez and Walker

Redwood City, CA 94063
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Business Description

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.

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
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Peter B. Diaz

Redwood City, CA 94061
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Business Description

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.

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
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San Mateo Tax Services

San Mateo, CA 94401
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Business Description

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.

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.
4.3
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5.0 / 5 (5)

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
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Trust the Tax Pros

San Mateo, CA 94402
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Business Description

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.

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

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
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Win

San Bruno, CA 94066
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Business Description

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.

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
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Frequently Asked Questions

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.

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.

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.

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