Best Tax Services in Santa Rosa

2021

We scored 45 Tax Services in Santa Rosa, CA and Picked the Top 11

Here are the Picks:

Why These Tax Services?

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

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.

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:

4 (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+

A family-owned business started in 1975, DeVries Tax Service is based in Santa Rosa and serves clients throughout Sonoma County. They specialize in individual tax preparation, estate and trust tax preparation, tax planning and preparation for small businesses, rental real estate, and IRS representation. DeVries Tax Service also offers complete bookkeeping and payroll services to ensure the smooth operation of a business's financial systems. Their staff keeps up with all the latest tax laws and financial regulations. They take the time to learn and understand the needs and goals of each client, and they strive to provide professional, reliable, and effective service at a fair price.

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Santa Rosa, CA 95405

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(707) 343-4460 Website

Express Income Tax Service has a moved to a new location on Commerce Boulevard, just north of Cal Skate in Rohnert Park. Their expert staff has been providing income tax services in Sonoma County since 1998. They make sure clients receive all the credits and deductions to which they're entitled, and they can file returns electronically for a faster refund. Year-round tax planning services are available to help clients avoid problems with the IRS and develop strategies that maximize their after-tax income. Express Income Tax Service also provides accounting and payroll services for small businesses, as well as QuickBooks installation, setup, training, and support.

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Rohnert Park, CA 94928

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(707) 584-8989 Website

Haley's Tax Service is a full-service professional tax services company operating in the city of Rohnert Park, California, and the surrounding areas. Haley's Tax Service is a privately owned and operated business dedicated to providing high-quality, reliable, and personalized tax solutions for individuals, non-profit organizations, and local business owners. This company offers a wide variety of services including bookkeeping and write-ups, estate planning and consultations, notary public services, Quickbooks support and training, payroll processing in addition to income tax planning and preparation. Clients recommend the team of specialists at Haley's Tax Service for their attention to detail.

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Rohnert Park, CA 94928

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(707) 584-3937 Website

Montgomery Taylor & Co., LLC is a full-service professional tax services firm operating in the community of Santa Rosa, California, and the surrounding areas of Sonoma, Marin, and Healdsburg. Montgomery Taylor & Co. is a privately owned and operated business specializing in wealth management and integrated financial solutions for individuals and business owners. This company offers a broad range of services including tax preparation and planning, retirement strategies, inheritance and investment consulting, financial reporting, bank account reconciliation, wealth management in addition to bookkeeping and write-ups. Clients recommend the team at Montgomery Taylor & Co. for their attention to detail and personalized services.

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Santa Rosa, CA 95403

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(707) 576-8700 Website

Paternoster & Associates is a tax and financial practice in Santa Rosa with over 30 years of experience. They've prepared thousands of tax returns and have assisted individuals and businesses in all kinds of industries in maximizing their financial resources. Paternoster & Associates offers tax preparation and planning services for individuals, trusts, partnerships, corporations, estates, and non-profit entities. Their business services include bookkeeping, CEO advising and consulting, efficiency analysis, succession planning, valuation, and more. They can also help clients with a variety of real estate issues, from deciding whether to buy or sell to obtaining debt relief. Paternoster & Associates offers a free no-obligation consultation.

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Santa Rosa, CA 95405

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(707) 588-1448 Website

Pickford & Associates, Inc., based in Petaluma, has over 35 years of experience in taxation and serves clients throughout Sonoma and Marin counties. They specialize in income tax preparation for individuals and all types of businesses, and their staff keeps up with the latest tax laws, financial regulations, and industry technology to ensure clients receive accurate, effective, and efficient service. Pickford & Associates, Inc. also provides estate and trust tax preparation, business consulting, business succession planning, payroll services, financial analysis, and bookkeeping. They take pride in being a small firm that can offer a full range of services while still providing close, personal attention.

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Petaluma, CA 94954

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(707) 773-0255 Website