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2024

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Best Tax Services in Berkeley, CA

Our Recommended Top 5

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

27Reviewed

18Curated

5Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Berkeley, CA

Expertise.com Rating

Why choose this provider?

Dimov Tax Specialists helps Berkeley individuals, families, and businesses manage their finances. It serves taxpayers who received a CP215 notice from the IRS, helping them develop strategies on how they can prevent international disclosure penalties. The agency addresses issues involving offers in compromise, multi-state tax returns, rental property taxation, and cryptocurrencies. It also handles nonprofit and forensic accounting matters. The firm's owner, George Dimov, is a CPA who carries over a decade of industry experience.

  • Audits
  • Accounting
  • Business Taxes
  • Individual Tax
  • Consulting

Berkeley, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Tax Service in Berkeley? 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.

Benicia, CA 94510

Expertise.com Rating

Review Sources

Yelp
5.0 (12)

Why choose this provider?

A. Wise Tax Service is a family business based in Benicia that focuses on personal and business income and property tax. The owner and operator of the company, formerly an IRS agent and chief deputy assessor in Contra Costa County, is an Enrolled Agent licensed to represent taxpayers before the IRS in audits, collection actions, appeals, and all other matters. A. Wise Tax Service offers free electronic filing with paid tax preparation. They also provide year-round tax planning service to develop strategies that will minimize the client's tax liability and risk. A. Wise Tax Service offers a free consultation.

Pinole, CA 94564

Expertise.com Rating

Review Sources

Facebook
4.7 (7)
Google
5.0 (3)

Why choose this provider?

Kendall Financial Services, based in Pinole, is dedicated to assisting clients with their greatest financial concerns. Monica Shaw, CEO and founder of Kendall Financial Services, is a certified financial planner, certified estate advisor, and Enrolled Agent licensed to practice before the IRS. The firm provides tax preparation services for individuals, trusts and estates, self-employed, LLCs, non-profits, and partnerships. They have extensive knowledge and experience with business tax filing requirements for the City and County of San Francisco, Sales & Use Tax returns, and county specific 571-L unsecured business property. Kendall Financial Services also handles bookkeeping, payroll, investment planning, and small business group health insurance services.

Emeryville, CA 94608

Why choose this provider?

The Anderson Group is a consulting CPA firm in Emeryville. They have experience serving clients throughout the Bay Area and beyond in a wide range of industries, including real estate, wineries and vineyards, technology, engineering, construction, and healthcare. The firm also specializes in non-profit organizations and high net-worth individuals. Their tax planning and preparation services are designed to find the most advantageous tax strategies for each client's unique situation. The Anderson Group can handle multi-state returns, and they can also provide tax representation before the IRS, state, and local tax agencies. Their other services include estate and trust planning, strategic business planning, and accounting support services.

Compare our Top Tax Services

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
Berkeley, CACall for quote
A. Wise Tax Service
Benicia, CA 94510
Kendall Financial Services
Pinole, CA 94564
The Anderson Group
Emeryville, CA 94608

FAQs

  • 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.