Expertise.com
Get Listed

Best Tax Services in Stockton

2023

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Tax Services FAQs 〉

Last updated:

Website
Stockton, CA
  • Quarterly Estimated Taxes
  • Tax Advisory
  • Payroll
  • Income Taxes
  • Bookkeeping
  • Start a Business
  • File an EIN
  • Audit Defense
  • Small Business Taxes

Why choose this provider?

1-800Accountant deals with clients in Stockton. The company takes on tax-related work, like preparation and filing, for freelancers as well as small businesses. It employs a team of Certified Public Accountants and Enrolled Agents to help clients qualify for deductions. The company also has experience working with those facing tax audits. Its clientele includes firms in transportation, real estate, beauty, and entertainment. Mike Savage, its chairman and founder, previously worked at PwC. He has more than 15 years of experience in the field.

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

Price: Schedule a free consultation today!

848-BookPro
Stockton, CA

Why choose this provider?

Need help contacting a Tax Service in Stockton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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 booking service | Call 848.Book.Pro!

Website
Modesto, CA 95355

Why choose this provider?

Rea & Associates LLP is a certified public accounting firm in Modesto, California that was established in 1988. Their services include individual tax, small business start-ups and consulting, payroll, integrated solutions, business tax, accounting, and financial planning. To give their clients the highest caliber service, Rea & Associates LLP embraces the latest technology.

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.
1.0
Yelp
1.0 / 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
79 E 11th St, Tracy, CA 95376
  • Preparation & Planning

Why choose this provider?

Bill Pollard CPA is an advisory firm that serves individuals and business owners in Stockton and nearby areas. It assists clients in organizing their finances through its tax consultation services. The company provides tax return filing and auditing assistance. Its professionals deal with inheritance and gift tax matters. They also offer weekly, monthly, and quarterly bank account and credit card reconciliation and balance sheet preparation services. Bill Pollard CPA has been in the industry for over 20 years.

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.
4.2
Yelp
3.7 / 5 (73)
Facebook
4.8 / 5 (70)
Google
4.0 / 5 (24)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
343 E Main St Suite 603, Stockton, CA 95202
  • Preparation & Planning

Why choose this provider?

Tenstax has been serving individuals and businesses in Stockton and nearby areas since its establishment in 2019. It prepares income tax for the self-employed, partnerships, estates, trusts, and C and S corporations. The company also represents clients before the IRS with collection matters, which include installment agreements, audits, innocent spouse relief, and offers in compromise. Founder Socheata Ten is an Enrolled Agent, who completed hundreds of income tax returns while working for a tax corporation.

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 (10)
Yelp
5.0 / 5 (4)

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
Lodi, CA 95242

Why choose this provider?

Green, Polack, & Company is an accountancy corporation in Lodi, California. Their services include tax planning, investment review, financial planning, estate and gift planning, record keeping, business solutions, and financial statements. Green, Polack, & Company offers a no-charge initial conference. Their commitment is to help clients achieve their goals with less worry and greater ease.

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
1244 N Wilson Way, Stockton, CA 95205
  • Preparation & Planning

Why choose this provider?

Since 2013, JG Taxes has been providing services to clients in the Stockton metro and the surrounding communities. It assists individuals in managing and filing their state and federal taxes. It also handles tax preparation services for self-employed individuals and business owners. In addition to tax services, the company is available for homeowners insurance, auto insurance, fast auto registration, real estate, and notary services. JG Taxes also offers services to Spanish-speaking clients around the 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.
4.5
Google
5.0 / 5 (4)
Yelp
4.0 / 5 (4)

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
––

Website
5250 Claremont Ave, Stockton, CA 95207
  • Preparation & Planning

Why choose this provider?

BFF Advisors is a company that caters to individuals and businesses in the Stockton metro and the surrounding areas. It helps clients manage their taxes by offering preparation and filing services. It assists customers who are dealing with IRS tax issues. The firm also handles accounting tasks, such as monthly, quarterly, and yearly bookkeeping and payroll reporting. In addition, it offers consultations on different types of life insurance policies. The team at BFF Advisors brings over 20 years of experience in the industry.

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 (2)
Google
5.0 / 5 (1)

Website
Ripon, CA 95366

Why choose this provider?

Severin Financial Services is a full-service tax preparation and bookkeeping firm in Ripon, California that was founded in 1996. Their services include tax management services, financial and retirement planning, QuickBooks accounting help and assistance, payroll services, financial projections and forecasts, IRS representation, and more. Financial planner Hans Michael Severin is licensed with the State of California as a California Registered Tax Preparer, administered by the California Tax Education Council.

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)

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
4512 Feather River Drive, Suite G, Stockton, CA 95219
  • Preparation & Planning

Why choose this provider?

Founded in 2013, All About Numbers is a tax preparation and accounting firm serving clients in Stockton. It provides tax preparation and electronic filing services for individuals, partnerships, LLCs, and S and C corporations. The firm offers special tax services for truck drivers, pastors and clergy, small businesses, and daycare providers. Owner Laura Strombom is an enrolled agent who represents clients before the IRS. All About Numbers takes a tax preparation approach that involves simultaneous interviews and preparation.

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
Google
4.8 / 5 (210)
Yelp
3.9 / 5 (41)
Facebook
5.0 / 5 (12)

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
2529 W March Ln # 104, Stockton, CA 95207
  • Preparation & Planning

Why choose this provider?

Huerta Income Tax Service offers its services to residential and commercial clients within Stockton and nearby metros. It provides personalized tax preparation and planning options both in person and through online platforms like Zoom, Webex, or Microsoft Teams. Its solutions are geared toward liability reduction, penalty prevention, and the identification of saving strategies. Through its Pacific Business Solutions center, it also takes on management and bookkeeping concerns, with specialists available for the tax returns of Uber, Lyft, and Doordash drivers. Huerta Income Tax Service can accommodate native speakers of Spanish.

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 (11)
Yelp
5.0 / 5 (1)

Website
Stockton, CA 95207

Why choose this provider?

Tholborn, Ostrowski, & Crane, LLP is an accounting firm in Stockton, California that was established in 1972 while Tholborn Accounting started in 1988. They offer business and payroll services, tax planning, and return preparation services, and consulting services. Tax services include tax planning and compliance, tax strategy and preparation, estate tax returns, trust tax returns, gift tax returns, non-profit tax returns, and more. Tholborn, Ostrowski, & Crane, LLP is committed to providing their clients with integrity and expertise.

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.
3.0
Yelp
3.0 / 5 (2)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
4255 Pacific Ave Suite #10, Stockton, CA 95207
  • Consulting

Why choose this provider?

Walters Tax & Financial is open to companies and individuals in Stockton, as well as those in its neighboring communities. Its customized tax organizers provide comprehensive advice and guidance in helping clients prepare their documents for drop-off and no-contact filing. They also represent those who need to settle IRS-related matters and concerns, including amended returns, transcript requests, online payment setups, and balance viewing. In addition, they assist business owners in creating a centralized system for their needs involving payroll management, bookkeeping, annual form filing, and formation.

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
4.6 / 5 (12)
Google
4.7 / 5 (11)
Facebook
5.0 / 5 (11)

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
Stockton, CA 95207

Why choose this provider?

Lindstrom & Winsborrow is a full-service accounting firm in Stockton, California. Their services include tax planning, tax preparation, and business solution. The company is ready to assist clients in keeping their taxes as low as the law allows and building their client’s wealth through sound tax and financial planning. They work to design recordkeeping and accounting systems that help businesses function efficiently and profitably. They provide services to help clients solve their business problems, plan for a comfortable retirement, and preserve their estate for their intended heirs.

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 (27)
Facebook
4.5 / 5 (3)

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
Stockton, CA 95202

Why choose this provider?

Leiba & Bowers, CPAs is a tax preparation service firm in Stockton, California that was established in the 1960s. They offer accounting services, audit and attest services, tax services, and consulting services. Tax services include compliance, planning and advice, and controversy including representations with IRS, US Tax Court, California and other state tax agencies. The system of quality control for the accounting and auditing practice of Leiba & Bowers, CPAs has been designed to meet the requirements of AICPA.

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Tracy, CA 95376

Why choose this provider?

My Tax Angel is a tax accounting and business counseling firm in Tracy, California. Their services include tax planning, tax problems, services for individuals, tax preparation, tax center, and business services. Their goal is to identify every credit and deduction for which their client is eligible.

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 (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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Stockton, CA 95210

Why choose this provider?

A 4 Able Tax Services is a tax service firm in Stockton, California. They specialize in tax preparation - individual, business, and mobile, bookkeeping, prior year tax preparation, IRS correspondence letter, tax review, and looking for past tax documents from the IRS. A 4 Able Tax Service has been created to bring the best and affordable tax service.

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 (4)
Google
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
Back to top

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.