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Best Tax Services in Santa Ana

2023

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Website
1450 N Tustin Ave, Santa Ana, CA 92705
  • Preparation & Planning

Why choose this provider?

Ken Mousseau provides tax services for clients in Santa Ana. Its services include tax preparation, bookkeeping, payroll preparation, small business consultancy, and audit representation. The firm handles the taxes of individuals and corporations, sales, back or past due taxes, and IRS, FTB, and EDD audit representations. Its team believes the best way to prepare tax returns is to know clients' plans and goals to help achieve them. The company accepts in-house booking, web conferencing through zoom, and phone call appointments.

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
Yelp
5.0 / 5 (9)
Facebook
4.7 / 5 (7)
Google
5.0 / 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
Santa Ana, CA 92705

Why choose this provider?

Phillips Accountancy Corporation is a CPA firm that offers tax, financial planning, and accounting services to dental professionals in the Orange County area. The full-service accounting package gives clients access to quarterly or monthly retainer services, while the New Dentist package is designed for new dentists who don't yet have a financial foundation. The QuickBooks package includes QuickBooks setup, support, and training. Finally, the "Preparing to Sell" package helps business owners increase the value of their practice during their last three to five years of ownership. They have experience and are members of the Institute of Dental CPAs.

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.
4.8
Google
4.8 / 5 (21)

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
1919 S. Main Street, Santa Ana, CA 92707
  • Preparation & Planning

Why choose this provider?

Diaz Enterprises Inc. is a family-owned tax firm that serves individuals and businesses in Santa Ana and the surrounding communities. With over 100 years of combined experience, its team specializes in tax return filing with a focus on maximizing clients' refunds and minimizing their tax dues. As a certified CTEC tax specialist, the firm, founded in 1969, also assists with amended returns and W-7 applications, IRS letter drafting, and IRS audit representation. It caters to various business types, including small startups, partnerships, and corporations.

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 (33)
Facebook
5.0 / 5 (14)
Google
4.7 / 5 (13)

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
2107 N. Broadway, Ste. 204., Santa Ana, CA 92706
  • Preparation & Planning

Why choose this provider?

The Law Office of Steven F. Schroeder provides legal and financial services to individuals, businesses, and corporations in Santa Ana and the surrounding areas. Its services include payroll tax problems, bookkeeping, IRS audit representation, non-filed tax returns, tax planning and compliance, and part-time CFO services for small businesses. Steven F. Schroeder is an enrolled agent, a real estate broker, and a certified tax specialist by the California State Bar. He is also a lawyer.

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 (93)
Facebook
5.0 / 5 (20)
Yelp
4.5 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1077 W. 17th St, Santa Ana, CA 92706
  • Preparation & Planning

Why choose this provider?

Silva & Silva is an accounting firm that provides tax services for individuals and businesses in and around Santa Ana. Its team plans and prepares taxes on behalf of clients. The professionals also assist clients with business and sales acquisition matters. Additionally, they represent clients during IRS audits and offer retirement planning services. They serve businesses in various industries such as construction, dental, manufacturing, and retail. Jonathan Silva, who has 40 years of experience, established Silva & Silva in 1989.

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
4.7 / 5 (6)

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
Santa Ana, CA 92705

Why choose this provider?

Topp & Lau, Inc. is an accounting firm in Santa Ana. For individuals, typical services include assistance with daily financial tasks for elderly family members, estate planning, and personal financial planning. The firm's business services cover payroll management, small business accounting, part-time CFO services, bank financing, cash flow management, strategic business planning, new business formation help, succession planning, nonprofit organization tax compliance, and internal controls analysis. As for tax services, businesses and individuals both have access to long term planning, income return preparation, and problem resolution assistance. The firm provides businesses and individuals with solutions for finance management.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2112 East 4th Street Suite 104-B, Santa Ana, CA 92705
  • Consulting

Why choose this provider?

GA Income Tax Services is a locally owned and operated firm that caters to the bookkeeping and tax needs of both individuals and small business owners in and around the Santa Ana area. For more than 15 years, the agency has been providing a variety of services, such as tax resolution and preparation, business tax consultation, ITIN renewal, notary public, and payroll services. Its tax consultant, Graciela Alzola, has worked with clients from various business industries, including manufacturing, construction, personal care, and transportation.

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
Google
4.9 / 5 (22)
Facebook
5.0 / 5 (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
1633 E Fourth St Suite 202, Santa Ana, CA 92701
  • Consulting
  • Preparation & Planning

Why choose this provider?

Since 1994, Tax Solutions Group has been catering to the needs of individuals and businesses in Santa Ana and the neighboring communities. It offers annual tax filing services to help clients avoid issues with the authorities. The firm uses software programs to serve those who have more than 20 years of back tax returns to prepare. It also represents customers in tax negotiations with the IRS on matters like levying bank accounts or garnishing wages. Other services they provide include penalty abatement and offers in compromise.

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
4.8 / 5 (21)
Yelp
4.5 / 5 (14)
Facebook
5.0 / 5 (7)

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
1002 E 17th Street, Suite R, Santa Ana, CA 92705
  • Preparation & Planning

Why choose this provider?

Santa Ana Professional Services provides comprehensive tax solutions for clients throughout the metro and neighboring areas. Headed by enrolled agent Teresa Arellano, the firm and its tax professionals have decades of experience in the industry, handling income tax preparation and audit representation for its clients. The company also handles IRS refund inquiries and is a designated live scan facility, wherein clients' fingerprints are scanned and securely transmitted to the appropriate agencies for processing.

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
Yelp
4.5 / 5 (82)
Google
4.4 / 5 (12)
Facebook
5.0 / 5 (11)

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
3730 S Susan Street, Santa Ana, CA 92704
  • Preparation & Planning

Why choose this provider?

Central Tax Group is a subsidiary of TRI HoldCo, Inc., which has been providing financial services since 1988. Its Santa Ana-based team comprises CPAs, enrolled agents, and lawyers, and provides tax preparation and planning work for individuals and businesses. It represents clients and works with the IRS on their behalf to resolve their tax matters. The firm also offers accounting, bookkeeping, financial statement preparation, and business management and consulting services. Central Tax Group was established in 2018.

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.
4.8

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
2112 E Fourth St. Suite 110, Santa Ana, CA 92705
  • Preparation & Planning

Why choose this provider?

VIP Insurance & Multiservices serves individuals and businesses in Santa Ana. It helps clients minimize their liabilities through income tax preparation and filing, bookkeeping, and payroll processing. In addition, the company provides document translation services, Medicare and health insurance assistance, and public notary involving birth certificates, corporate documents, and powers of attorney. It has also defended clients in IRS, EDD, and FTB audits, keeping its tax consultants current on tax legislation and prepared for complex tax filing scenarios.

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 (65)
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
1820 E Garry Ave, Ste 108, Santa Ana, CA 92705

Why choose this provider?

The Tax Law Office of Luis E. Vasquez caters to clients in the Santa Ana metro. Vasquez offers tax preparation and advisory services to individuals and businesses. He conducts tax audit assistance, settles installment payment plans with the IRS, and takes care of innocent spouse relief matters. He also formulates resolutions for unfiled and delinquent tax returns, tax liens, bank levies, and wage garnishments. Vasquez has over 20 years of experience in the tax industry. He is fluent in English and Spanish.

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.
4.8
Yelp
5.0 / 5 (44)
Facebook
4.5 / 5 (28)
Google
5.0 / 5 (14)

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Santa Ana, CA 92705

Why choose this provider?

Gelman LLP is a CPA and business advisory firm that serves the Southern California community from Santa Ana. The firm provides businesses with audit and assurance services, audits of employee benefit plans, year-long tax planning and compliance strategies, fraud investigations and forensic accounting, litigation support, and business valuations. In addition, the company has created customized solutions for construction, real estate, food service, manufacturing, and distribution industry businesses based on their unique tax documentation needs. They supply daily accounting support for businesses as well. In several years, they ranked as one of Orange County, California's largest accountancy firms.

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 (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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1308 N Harbor Blvd., Santa Ana, CA 92703
  • Audits

Why choose this provider?

10 Tax Services caters to clients in Santa Ana and the surrounding communities. It works on various areas of taxation, including individual, corporate, partnership, local, federal, and state. It helps clients maximize their tax savings by providing assistance with audits, electronic filing, and tax extensions. Its team members also offer second glance services, covering education credits, earned income tax credits, and filing status. Tommy Navarro, the firm's owner, brings 28 years of experience in the industry. He can speak Spanish.

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)
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
Santa Ana, CA 92704

Why choose this provider?

Nguyen & Company, CPA is an accounting firm serving businesses in the Costa Mesa area. The company's services include business consultations, CFO services, small business accounting, outsourced accounting, advisory services for new businesses, strategic tax planning, tax payment preparation any time of the year, and annual tax return preparation. The business consultations include cash flow management, management advisory services, financial planning, budgeting, financial statement preparation, mergers and acquisitions, plans to increase profits, business succession planning, risk analysis, and risk management solutions. The company specializes in helping businesses manage every aspect of their financial well being.

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.
4.6
Google
4.5 / 5 (25)
Yelp
5.0 / 5 (7)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
2021 E 4th St Ste 216, Santa Ana, CA 92705
  • Preparation & Planning

Why choose this provider?

David L. Scarbrough, CPA & Company delivers tax services to residents of Santa Ana and the surrounding areas. The firm prepares the financial statements and books of individuals and businesses. The team prepares these documents on a monthly, quarterly, or annual basis. It offers counsel during tax audits and negotiates compromise payment arrangements with tax collection agencies. The company also handles business consulting tasks. The company has been open for over 30 years and caters to small and medium-sized enterprises.

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

Website
1002 E 17th St Suite H, Santa Ana, CA 92707
  • Audits

Why choose this provider?

Garibay Tax Services is a family-owned and family-operated business that has been serving clients in Santa Ana and the surrounding areas, including Los Angeles, since 1989. It offers tax, accounting, audit, and bookkeeping services. Its professionals are experienced in preparing federal and state income tax returns for corporations and individuals. They also provide consultations on issues with the IRS or Franchise Tax Board notices that clients receive. Other services include comprehensive tax planning and personalized financial and business 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.
4.8

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.
1.5
Responsiveness
Friendliness
––
Helpfulness
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Detail
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Website
2424 N Grand Ave, Suite C, Santa Ana, CA 92705
  • Preparation & Planning

Why choose this provider?

Allied Tax Group is a Santa Ana-based company that caters to individuals and businesses throughout the local area. It takes on tax preparation jobs and helps clients file for federal and state tax returns. It offers bookkeeping solutions and creates various documents, including year-end profit-loss reports. Its team also guides clients on tax implications involving different types of business entities, like sole proprietorship and corporations. Allied Tax Group is a minority-owned enterprise. Its team has over 35 years of combined 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.
4.9

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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Website
1740 S. Main St., Santa Ana, CA 92707
  • Preparation & Planning

Why choose this provider?

Centro Documental is a team of tax professionals that serves Santa Ana and the surrounding locations. They provide income tax preparation services, which help clients avoid mistakes such as incorrect and missing Social Security numbers. They utilize their knowledge of the tax code and experience in preparing thousands of local, state, and federal income tax returns each year. Centro Documental, which also offers notarization services, accommodates walk-in clients. It has been in service for more than 35 years.

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.
4.6
Facebook
4.7 / 5 (18)
Yelp
4.5 / 5 (13)
Google
4.6 / 5 (11)

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.