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Laurels

Best Tax Services in Santa Ana
2021

We scored 88 Tax Services in Santa Ana, CA and Picked the Top 14

Here are the Picks:

Absolute Tax Specialists

Afshar CPA PC

Amigos Center

Barnes Accountancy Corporation

Beach Business Service Inc.

Clark & Company LLP

El Triunfo Corporation

Gelman LLP

GL Accounting & Bookkeeping Services

Nguyen & Company, CPA

Phillips Accountancy Corporation

Rae's Income Tax, Inc

Tax 4 Less

Topp & Lau, Inc.

Why These Tax Services?

Our goal is to connect people with the best local experts. We scored Santa Ana Tax Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 88 58 14

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Absolute Tax Specialists

Absolute Tax Specialists is a tax services firm that has over 75 years of tax experience. The company employs Enrolled Agents (EAs) who can provide IRS audit representation and tax problem resolutions. The Santa Ana firm serves individuals, small businesses, and corporations. Tax preparation and amendment filing services are available for individuals, partnerships, LLCs, S-Corporations, C-Corporations, estates, and trusts. For businesses, payroll management, and monthly bookkeeping services are available. The firm's tax problem solutions include wage garnishment release, unfiled tax return preparation, and more. Their wide array of services and long history in the field sets them ahead of the rest.

Click to Call

Santa Ana, CA 92705

Website

(949) 313-0846 Website

Reputation: A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Afshar CPA PC

Afshar CPA PC is a Certified Public Accountant firm located in Santa Ana. The company's accounting services include accounting software setup and ongoing support, chart of accounts design, periodic bookkeeping, financial statement and report preparation, budgeting and financial forecasting, business financial statement reviews, customized payroll solutions, and return on investment (ROI) analysis. There are QuickBooks services including installation, account setup and optimization for clients, future technical support, and reviews of QuickBooks accounting information to ensure financial information is accurate. Entity structuring services are available for startup companies. The company covers a wide array of ways to manage finances.

Click to Call

Santa Ana, CA 92705

Website

(949) 275-2884 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Amigos Center

Amigos Center is a tax and notary services provider that serves clients in the Santa Ana area. In addition to tax services, the firm offers English to Spanish legal translations, Spanish power of attorney, apostilled documents, and other translation services. The notary public services allow the firm to help clients with legal document authorization, witnessing, and signing. There are bookkeeping services available for small businesses to handle daily transactions and organize financial data. The company stands out by offering payroll management and W2 and 1099 contractor form generation along with their ability to handle Spanish speaking clients.

Click to Call

Santa Ana, CA 92701

Website

(714) 643-8837 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Barnes Accountancy Corporation

Barnes Accountancy Corporation is a Santa Ana CPA firm that offers tax problem resolutions, IRS representation, tax preparation and planning services, financial services for individuals, and small business services. The individual services include college financial planning, estate tax planning, and elder care assistance. Small businesses have access to QuickBooks setup and support, part-time Chief Financial Officer (CFO) services, accounting software implementation, cash flow management, internal systems to automate business processes, nonprofit creation and management, payroll services, succession planning, business startup consultations, and strategic business coaching. They strive to help individuals and business create long term financial success.

Click to Call

Santa Ana, CA 92701

Website

(714) 541-4338 Website

Reputation: A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Beach Business Service Inc.

Beach Business Service Inc. is a Santa Ana accounting and tax firm that serves businesses. The firm provides IRS audit representation, tax preparation and planning to minimize tax liabilities, sales tax services to help clients understand local and state sales tax obligations, payroll automation, preparation of payroll tax payments, and preparation of W2s and 1099s. There are also bookkeeping services that include financial statement preparation and review. They provide clients with business consulting services at no charge and are even able to assist startups with getting their businesses off the ground.

Click to Call

Santa Ana, CA 92704

Website

(714) 435-1040 Website

Clark & Company LLP

Clark & Company LLP is a CPA firm located in Santa Ana. For individuals, services include trust and estate tax preparation, personal financial statements, retirement planning, IRS representation, tax preparation, and tax planning. The same services are available to business owners, with the addition of financial statement preparation and compilation for businesses, accounting software selection and installation, daily bookkeeping, business consulting, business entity selection services for startups, payroll services, and sales tax management. The business consultations help answer client questions about the expansion, selling, or business restructuring. The company strives to give clients individualized attention.

Click to Call

Santa Ana, CA 92701

Website

(714) 972-8555 Website

Reputation: A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

El Triunfo Corporation

El Triunfo Corporation is a business consulting firm that serves clients in the Santa Ana area. The firm offers return preparation services, along with customized tax planning strategies for the fiscal year. In addition to payroll documentation and automation, the firm's payroll services include human resources, background checks, employee benefits adjustments, time and attendance logs, and workers' compensation payments. The business consultation services cover accounting software implementation, QuickBooks setup and training, review of management, business valuations, strategic planning, litigation, entity selection and restructuring, college education, and more. El Triunfo believes in the power of creating a strong financial foundation.

Click to Call

Santa Ana, CA 92705

Website

(714) 953-2707 Website

Reputation: A+

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

29 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Gelman LLP

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.

Click to Call

Santa Ana, CA 92705

Website

(714) 667-2600 Website

Reputation: A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

GL Accounting & Bookkeeping Services

GL Accounting & Bookkeeping Services is a Santa Ana firm that serves independent professionals, small business owners, and individuals. All clients have access to tax preparation services and money-saving strategies. The firm offers personal financial services and tax planning strategies to individuals, while small businesses have access to different bookkeeping services depending on their needs. Their scope of practice includes monthly financial statement preparation and review, cash flow planning, profit improvement strategies, and solutions to reduce a client's tax liabilities over time. The company opened in 2007, and the tax professionals have more than 20 years of combined accounting experience.

Click to Call

Santa Ana, CA 92705

Website

(714) 589-2520 Website

Reputation: A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Nguyen & Company, CPA

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.

Click to Call

Santa Ana, CA 92704

Website

(714) 492-7560 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Phillips Accountancy Corporation

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.

Click to Call

Santa Ana, CA 92705

Website

(714) 667-2311 Website

Reputation: A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

Rae's Income Tax, Inc

Rae's Income Tax, Inc is a Santa Ana firm offering tax services and tax problem resolutions. The firm's Tax Resolution Team helps with issues like state tax problems, IRS wage problems, bank levies, IRS garnishment, livable payment plans, payroll tax problems, penalty abatement assistance, offers in compromise, help with the Freedom of Information Act, and assist in filing previously unfiled tax returns without triggering an IRS audit. The firm prepares income tax returns for individuals to help them avoid penalties. They're a large team with more than a decade of experience in tax-related matters.

Click to Call

Santa Ana, CA 92701

Website

(714) 550-7217 Website

Reputation: A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Tax 4 Less

Tax 4 Less is a tax firm that specializes in tax preparation and resolution. The preparation services cover business income returns, individual income returns, payroll withholding and quarterly payments, and preparation of W2s and 1099s. There are a variety of problem solutions available. An offer in compromise is used to help people settle a tax debt for less than its full amount. The firm might also help clients achieve "Currently Not Collectible" status with the IRS, in which the IRS temporarily suspends collections because the taxpayer can't afford them. They pride themselves in protecting clients from penalties with the IRS.

Click to Call

Santa Ana, CA 92701

Website

(877) 522-1800 Website

Topp & Lau, Inc.

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.

Click to Call

Santa Ana, CA 92705

Website

(714) 664-0300 Website

Reputation: A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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