Expertise.com

2024

Last updated:

Best Tax Services in Santa Clarita

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

46Reviewed

31Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
25350 Magic Mountain Parkway Suite 300, Santa Clarita, CA 91355
  • Bookkeeping
  • Tax Preparation
  • Tax Consulting
  • Tax Planning
  • Accounting

Why choose this provider?

LNK Tax Group provides tax services to clients in Santa Clarita and serves clients across many industries, including entertainment, real estate, and e-commerce. Services offered include business tax services, such as corporate taxes, partnership taxes, LLCs, state and local taxes and sales tax returns. Services also include individual and self-employed tax preparation, including federal, CA state, and multi-state taxes. LNK Tax Group also offers audit representation for the IRS, FTB, and CDTFA as well as strategic tax planning. The firm is quick to reply to inquiries and provides a free initial consultation.

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
4.7 / 5 (37)
Google
4.7 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free consultation

Website
Santa Clarita, CA
  • Individual Tax
  • Accounting
  • Audits
  • Consulting
  • Business Taxes

Why choose this provider?

Dimov Tax Specialists caters to residents of Santa Clarita who require tax solutions. The team prepares audited financial statements and makes tax and financial plans for corporations that wish to merge. It handles the revenue implications of transactions involving cryptocurrencies and equities. The crew also crafts strategies to avoid double taxation across multiple territories. Senior tax manager Stan Shraybman has more than 14 years of experience in equity, advanced taxation, and international matters. He is fluent in Russian.

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 (507)
Google
5.0 / 5 (304)
Facebook
5.0 / 5 (42)

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

Price: Call for quote

Website
Santa Clarita, CA 91321

Why choose this provider?

Free Financial is a tax services company in Santa Clarita, California that offers high-quality solutions to help all their clients achieve financial freedom. Owner Christopher D. Munchhof’s areas of expertise are investing in stocks, bonds, mutual funds, life insurance and annuities, and tax laws, and his mission is to help clients avoid the kinds of predatory financial plans that end up leaving individuals and businesses in debt. They provide tax preparation and planning to maximize refunds and minimize future liabilities. Also, they can consult clients of every age and income level on investments, whether they are just starting or are more experienced. Other options available are life insurance planning as well as annuities.

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
Facebook
5.0 / 5 (6)
Yelp
5.0 / 5 (6)
Google
5.0 / 5 (5)

Website
Porter Ranch, CA 91326
  • Business Registration
  • Business Accounting
  • Preparation & Planning
  • Consulting

Why choose this provider?

Business Tax Solutions has been serving Santa Clarita residents since 2019. Its professionals, who are led by enrolled agent Doug Campos, focus on helping clients with federal and state business taxes. Their services include bookkeeping and preparing personal and business income tax forms for corporations, non-profits, and partnerships, as well as estates and trusts. The tax practice and consulting firm also offers incorporation and business licensing solutions and has staff qualified to represent clients before the IRS.

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
Mission Hills, CA 91345

Why choose this provider?

Hara's Business Solutions of Mission Hills, California is a tax preparation company specializing in income tax and audit services and business solutions. They offer bookkeeping, payroll servicing, notary public, and year-round tax planning assistance for corporations, LLCs, non-profits under 501(c)3, and individual filers. The company's Mobile Notary Public and Certified Loan Signing Agent are available not only for notary services on-site as well as at the location of a client's choice. They also staff a Wedding Officiant with many years of experience that offers nontraditional Catholic, interfaith, civil, inter-denominational, and non-denominational wedding officiation within the San Fernando Valley area.

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 (7)
Facebook
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Santa Clarita, CA 91321

Why choose this provider?

All Valley Tax is a full-service tax firm offering comprehensive tax solutions for clients throughout the Santa Clarita area of California. Their staff includes experienced tax professionals like Enrolled Agents, Certified Public Accountants, and California Tax Education Council members. They offer a range of professional accounting services, including tax preparation and planning, bookkeeping, business consulting, estate and trust tax assistance, financial analysis, management advisory services, notary public, payroll distribution, and individual retirement planning. Their staff is also qualified to represent clients before the IRS in case of an audit or other issues, and their website has useful features like tax and retirement savings calculators.

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 (43)
Google
4.4 / 5 (14)
Facebook
5.0 / 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
Newhall, CA 91321

Why choose this provider?

Theresa Gordon Tax Service is a professional consulting company whose philosophy is to help clients maximize their net worth by minimizing tax liability. Their tax experts consult with customers individually to set specific goals to meet financial objectives and reduce tax exposure. They handle a variety of standard issues, such as non-filed tax returns, back taxes owed, offer in compromise, IRS payment plans, bankruptcy, innocent spouse relief, and also represent clients before the IRS. The company also assists clients with filing their regular annual returns, checking and re-checking these with sophisticated computer software to identify any potential problems, and filing electronically to expedite refunds.

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
Santa Clarita, CA 91380

Why choose this provider?

CB Tax Pro, based in Santa Clarita, California, is a tax services company that offers exceptional solutions at affordable rates to improve every client’s financial health. They prepare state and federal taxes for individuals, file electronically to the IRS and state tax boards to receive client funds as soon as possible, and are available all year to address any IRS issue. Their team provides tax planning to help reduce future liabilities, establish overall objectives, and forecast. Also available are a number of bookkeeping options including data entry of daily and monthly transactions, reconciliation of accounts, balance sheet statements, profit and loss statements, vendor database setup, AR management, invoices, 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.
5.0
Google
5.0 / 5 (1)

Website
San Fernando, CA 91340

Why choose this provider?

Tax Shack is a personal income tax service located in the city of San Fernando, California with service to the surrounding areas, including the cities of Newhall, Santa Clarita, Arleta, Panorama City, Van Nuys, Los Angeles, Lake View Terrace, San Fernando, and Granada Hills. The locally owned company has over a decade of experience in the industry. They offer a variety of financial services such as income tax preparation, tax consulting, strategy, financial planning, and individual and corporate tax preparation assistance. For business clients, they are equipped to handle bookkeeping, accounting, e-filing, small business consulting, IRS notices, and payroll services.

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 (36)
Facebook
5.0 / 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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FAQs

  • 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.