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Best Tax Services in Santa Rosa

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Americas Income Tax, Inc. logo
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Americas Income Tax, Inc.

Santa Rosa, CA 95403
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Business Description

Americas Income Tax, Inc. has been at the same location in Santa Rosa for over 30 years. All of their tax preparers have years of experience, have helped prepare thousands of tax returns, and are licensed with the Internal Revenue Service or through the State of California. Their tax preparation services cover individuals, businesses, partnerships, corporations, and bankruptcies, and they will file returns electronically for free. The office is open 7 days a week during tax season, and their knowledgeable staff is committed to providing prompt, friendly service. Americas Income Tax, Inc. is available all year to assist clients with tax and financial planning, and they also offer accounting, bookkeeping, and payroll services for businesses.

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
DeVries Tax Service logo
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DeVries Tax Service

Santa Rosa, CA 95405
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Business Description

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.

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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Express Income Tax Service logo
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Express Income Tax Service

Rohnert Park, CA 94928
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Business Description

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.

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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Montgomery Taylor & Co., LLC logo
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Montgomery Taylor & Co., LLC

Santa Rosa, CA 95403
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Business Description

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.

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

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
Paternoster & Associates logo
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Paternoster & Associates

Santa Rosa, CA 95405
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Business Description

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.

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
Pickford & Associates, Inc. logo
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Pickford & Associates, Inc.

Petaluma, CA 94954
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Business Description

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.

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
Yelp
4.5 / 5 (6)
Google
4.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Scheuer Tax & Bookkeeping Service logo
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Scheuer Tax & Bookkeeping Service

Santa Rosa, CA 95404
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Business Description

Scheuer Tax & Bookkeeping Service is based in Santa Rosa and has been serving Sonoma County since 1981. Jacquilyn Schieber is an Enrolled Agent who is licensed to represent taxpayers before the Internal Revenue Service for audits, collections, and appeals. The firm takes care of income tax preparation for personal clients and businesses in all types of industries, and they even handle out-of-state returns. They also provide tax planning to let clients know how certain financial or business decisions can affect their tax liability. Their other services include new business consulting, payroll preparation and reporting, billing, and comprehensive bookkeeping. Scheuer Tax & Bookkeeping Service focuses on helping clients achieve their financial goals while saving them time and money.

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
Facebook
4.5 / 5 (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.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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Spencer Solutions Tax Service logo
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Spencer Solutions Tax Service

Windsor, CA 95492
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Business Description

Spencer Solutions Tax Service is located in Windsor and has been providing financial services to individuals and businesses since 1998. They help clients take advantage of current tax law to minimize the amount owed or maximize their refund, and they offer year-round tax advice to ensure the best outcome at tax time. Their drop off tax service allows clients to save time by dropping off their documents or mailing them to the office. Spencer Solutions Tax Service guarantees that if there are any errors on a client's tax return, they will waive their fee to amend the return and cover any IRS penalty.

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)
Stephens Tax Services logo
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Stephens Tax Services

Santa Rosa, CA 95403
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Business Description

Stephens Tax Services is a family-owned-and-operated business located in the Fountain Grove Office Park in Santa Rosa. They've been providing tax, payroll, and bookkeeping services to individuals and businesses throughout Sonoma County since 1983. The firm is run by Justin Lee Stephens, an Enrolled Agent licensed by the federal government to represent taxpayers before the IRS. Stephens Tax Services can prepare returns for individuals, partnerships, LLCs, corporations, estates, and trusts. They have handled thousands of returns over the years of every size and level of complexity. They also provide payroll and bookkeeping services to help businesses run smoothly and maintain a clear understanding of their financial situation.

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
4.5 / 5 (13)
Facebook
5.0 / 5 (10)
Google
5.0 / 5 (6)
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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.

Should you pay someone to do your taxes?

If you're concerned about getting everything right and paying the right amount, you may want to hire someone to fill out and file your tax returns for you. You don’t need a tax accountant, but many people prefer not to have to worry about their taxes every year.

What is a tax accountant?

A tax accountant is a professional who receives training in federal, state, and local tax laws, codes, and proceedings. They are qualified to assist individuals in filing their taxes and are usually in a private practice or employed by a professional tax service.

What do tax accountants do?

Tax accounts ensure their clients' tax returns are filled out and filed correctly. They also advise clients on the correct documents to bring to their appointment and make sure they're aware of every credit or deduction available to them based on their specific circumstances.

How much does it cost to have someone do your taxes?

According to Investopedia, the average cost of hiring a tax professional is usually between $146 and $457. If you have complex taxes or your income is higher than average, a tax accountant may charge higher fees because of the extra time and risk involved.

How do I check if taxes were filed?

To see if your federal taxes were filed correctly, you can contact the IRS by phone or by going online — IRS.gov — and viewing your account. If you filed with an online service, check for a confirmation that your returns were accepted. For state and local taxes, contact tax departments where you live.

Can a dependent file taxes?

Technically, a dependent can file. They're only required to file taxes when their annual income is over the tax year's minimum threshold. With this in mind, if someone who is a dependent on another person's return expects to be eligible for a refund, they can, and should, file taxes for the year.

Can a 17 year old file taxes?

A minor can file taxes but isn't required to, outside of a few situations. The most common instance is when their income exceeds the standard deduction for the year. In most cases, the parent is allowed to include this return and income with theirs for the year.

Can you file taxes with no income?

It's legal to file your taxes, even if you didn't earn an income during the tax year. Many people choose to do this because even if you didn't pay any taxes for the year, you can still take advantage of eligible credits, carry over state deductions, and protect against future audits.

How do I file a tax extension?

To file an extension with the IRS, you'll need to fill out Form 4868 and pay any taxes you owe so that you don't have to pay a penalty for unpaid taxes. The extension itself is not penalized — it gives you an extra six months to file your tax paperwork.

How do I file back taxes?

To file your returns for unpaid taxes that you owe, you'll need to gather the forms you would've filed with the old returns and file them. You can still take advantage of any credits and deductions that were active over the years you didn't file if you can show the necessary documents.

Can married couples file taxes separately?

Married couples can choose to file taxes together or separately, but they’re encouraged to file together. The IRS extends several benefits for married couples who file jointly, so this is the most common option of the two.

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.

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.

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.

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