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Best Tax Services in Sunnyvale

2023

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Website
Redwood City, CA 94061

Why choose this provider?

Miclean Tax Service has been catering to the tax needs of clients throughout the Bay Area since 1975. Individuals, small businesses, partnerships, corporations and S corps, LLCs, fiduciaries, and estates have access to professional, accurate preparation of tax returns, gift tax services, tax planning and projections, and audit correspondence and representation. Principal John Miclean, BA, M.Div, EA is an Enrolled Agent and thus federally authorized to represent clients in front of the Internal Revenue Service, and the firm is known for personalized service, accurate returns, and the lowest legal tax burdens, all at an affordable rate. Miclean Tax Service used to be known as Able 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.
4.0
Yelp
4.0 / 5 (10)

Website
Sunnyvale, CA 94085

Why choose this provider?

Mudra Tax Services is a tax services firm in Sunnyvale. The group was founded by Certified Public Accountants and registered tax professionals and caters to the needs of individuals and businesses via federal and state e-filing, nonprofit filings, student tax returns, out-of-state tax returns, expat tax returns, and ITIN/W7 filings. Additional services include business incorporation and planning, compliance services, payroll services, and professional financial planning as well. The firm offers a free initial consultation and can even handle remote filings via Skype calls for added convenience. Document drop-off/pickup services are also available in the Bay Area, and the team provides support and personalized service all year long.

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
Yelp
4.5 / 5 (12)

Website
San Jose, CA 95128

Why choose this provider?

ATS Associated Tax Service has been an English and Spanish-speaking tax services firm in San Jose for over 20 years. The team features the latest tools and software for accurate tax returns and proper compliance with all current laws/codes, and services include reviews and tax preparation on the state and federal level for individuals and all types of businesses. Additional services cover real estate taxes, prior year returns, special tax situations such as for divorce and home refinancing, tax problems, and audit representation. ATS Associated Tax Service boasts over 2,100 happy clients and is open to assist clients all year long including with small business acquisitions/dispositions and training for balancing books.

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
Google
4.6 / 5 (9)

Website
Cupertino, CA 95014

Why choose this provider?

Geetika Ahuja, CPA brings over 10 years of tax experience to clients in the area. The group strives to help individuals and small businesses save money via legal deductions and credits on their tax returns and also handles multiple state returns, e-filing, payroll taxes, Green Card Abandonment filing, and representation before tax authorities. Services for foreign income, other gains, and asset reporting, FATCA compliance, FBAR, and streamlined filing compliance procedures are also available. The firm is dedicated to long-term client relationships, and Geetika Ahuja is a Certified Public Accountant who has worked at a Big Four firm and has experience with local US citizens, US expats overseas, and foreign nationals in the US.

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
Google
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Los Altos, CA 94024

Why choose this provider?

Robert H. Scher, CPA has been providing tax services in Los Altos for 30 years. Services include both business and personal tax returns, tax preparation and financial statements, fiduciary returns, taxes for sales and property, bookkeeping, and cash flow and budgeting analysis. Additional offerings cover consulting and business setups, help with computerized systems, and payroll. Clients appreciate that owner and Certified Public Accountant Robert Scher takes the time to explain tax returns, answers any questions a client may have, and makes himself available for evening and weekend appointments as well, and the firm is known for friendly, accurate service at an affordable rate.

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.
3.5
Yelp
3.5 / 5 (10)

Website
Sunnyvale, CA 94085

Why choose this provider?

X-Act Computer Service Inc. is a payroll tax services provider backed by over 40 years of practice in the field. Clients benefit from prompt and friendly service as well as professional, accurate work, and the team's offerings cover full payroll processing as well as accompanying tax services and required forms. The group utilizes the Electronic Federal Tax Payment System, and interested parties can stay current with the latest news and tax info via the company's website. X-Act Computer Service is located in Sunnyvale, works with businesses throughout the Bay Area, and has partnered with P-Five Solutions, LLC, DH Insurance, and California Bank and Trust for comprehensive payroll solutions.

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

Website
Sunnyvale, CA 94087

Why choose this provider?

Modi’s Tax handles taxes for clients in Sunnyvale. Clients have access to professional, accurate services via an Enrolled Agent, a Certified Public Accountant, an NTPI Fellow, a Certified Acceptance Agent, and a Chartered Accountant and appreciate expert advice on minimizing taxes, individualized attention, and open communication at all times. The group deals with resident and non-resident individuals, couples, families, professionals, and small business owners via services for tax return preparation and planning, compliance, Indian Tax Laws, amended returns, state sales tax, FBAR and FATCA filings, PFIC returns, multi-state returns, payroll taxes, and ITIN application/renewal. Entering into OVDI and representation before the IRS and state authorities are also available.

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.
3.5
Yelp
3.5 / 5 (17)

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
Sunnyvale, CA 94087

Why choose this provider?

Nino Cefalu & Co. Inc. has been serving communities throughout Santa Clara County with their tax needs for almost 70 years. The Enrolled Agents Tax Practice handles tax preparations for individuals, corporations, partnerships, LLCs/LLPs, estates and trusts, and nonprofits, and audit representation is also available before the IRS, state authorities, and the Board of Equalization. Additional expert services cover tax planning and projections, penalty abatements and Offers In Compromise, computerized accounting system implementation, and in-depth estate tax planning as well as bookkeeping, payroll, management advisory services, retirement planning, and other business consulting. The firm was first founded back in 1948 by Nino Cefalu Sr.

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.
4.1
Yelp
4.0 / 5 (15)
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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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.