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Best Tax Services
in Santa Rosa

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.

Reviewed Curated Top Picks 45 31 11

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Accountable Solutions

Accountable Solutions is a comprehensive professional tax services company operating in the city of Santa Rosa, California, and the surrounding communities. Accountable Solutions is a locally owned and operated business specializing in offering attentive, personalized, and high-quality accounting solutions to individual and corporate clients. This company provides a wide variety of products and services including financial statements, tax planning and preparation, payroll processing, bookkeeping and write-ups, Quickbooks support and training, account records, bank reconciliation in addition to investment consulting. Clients highly recommend the team of trained specialists at Accountable Solutions for their attention to detail, professionalism, and exceptional tax solutions.

Santa Rosa, CA 95407


Americas Income Tax, Inc.

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.

Santa Rosa, CA 95403


DeVries Tax Service

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.

Santa Rosa, CA 95405


Express Income Tax Service

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.

Rohnert Park, CA 94928


Haley's Tax Service

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.

Rohnert Park, CA 94928


Montgomery Taylor & Co., LLC

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.

Santa Rosa, CA 95403


Paternoster & Associates

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.

Santa Rosa, CA 95405


Pickford & Associates, Inc.

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.

Petaluma, CA 94954


Scheuer Tax & Bookkeeping Service

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.

Santa Rosa, CA 95404


Spencer Solutions Tax Service

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.

Windsor, CA 95492


Stephens Tax Services

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.

Santa Rosa, CA 95403


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