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2024

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Best Tax Services in Carlsbad, CA

Our Recommended Top 5

We did the research for you!

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

29Reviewed

19Curated

5Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Vista, CA 92084

Expertise.com Rating

Review Sources

Google
4.8 (19)
Yelp
4.5 (19)

Why choose this provider?

DePauw Johnson Tax & Financial Services is a Vista, CA-based tax services provider that serves Vista and the San Diego County area. It has been in operation for over thirty years and is committed to helping individuals and businesses with all of their financial and taxation needs. The firm provides services such as tax preparation, tax planning, and tax representation for individuals, businesses, corporations, and non-profit organizations. The firm also provides part-time CFO services, bookkeeping, and payroll services for small businesses. Many clients have praised DePauw Johnson Tax & Financial Services for its trustworthy service, friendly service, professionalism, and the results of the tax preparation.

Oceanside, CA 92056

Expertise.com Rating

Review Sources

Yelp
5.0 (119)

Why choose this provider?

RH Tax Services is a tax services provider based in Oceanside, CA that serves Oceanside and the surrounding San Diego County area. The firm is owned and managed by Ross Hesseling, who has over twenty years of experience as a tax consultant. Ross specializes in helping clients find deductions they may be eligible for. Ross provides complete tax services for clients including preparation, planning, and filing. Ross handles state taxes for all states in addition to federal taxes. Many clients have spoken highly of RH Tax Services for its efficiency, friendly customer service, and professionalism in addition to the quality results he provides.

Vista, CA 92084

Expertise.com Rating

Review Sources

Google
5.0 (5)
Yelp
5.0 (3)
Facebook
5.0 (1)

Why choose this provider?

Melco Business Service is a tax and financial services provider located in Vista, CA that serves Vista and the surrounding San Diego County area. The family owned and operated firm has been in operation for over four decades. It is currently owned and managed by Philip A. Helmuth, who is a licensed Enrolled Agent and has over two decades of experience providing tax services tailored to clients based on their individual needs. The firm has received an A+ accreditation from the Better Business Bureau. The firm provides services including tax preparation and planning, in addition to bookkeeping, financial statement preparation, and notary public services. Melco Business Service also helps clients in complex tax situations with representation services.

Oceanside, CA 92057

Expertise.com Rating

Why choose this provider?

TaxAbility Mobile Tax Services is a full-service tax and financial services provider based in San Diego County, CA that serves Camp Pendleton, Oceanside, Carlsbad, Vista, and San Marcos. The firm helps individuals and small businesses with tax services such as tax preparation, tax planning, and tax representation for clients who need help with complex tax issues before the relevant authorities. TaxAbility is a mobile service that works around the schedule of its clients and provides a high level of convenience by traveling to a location of the client’s choosing. In addition to tax services, the firm also provides bookkeeping and payroll services for small businesses.

Leucadia, CA 92024

Expertise.com Rating

Why choose this provider?

McDonough and Associates, CPA is a tax and financial services provider based in Leucadia, CA that serves the surrounding San Diego County area. It is owned and operated by Linda McDonough, CPA and Brian McDonough, Attorney at Law. Together they have a combined professional experience of over half a century. The firm specializes in all matters of tax, such as tax law, tax preparation, tax planning, and tax representation before the IRS for clients with complex tax situations. The firm serves individuals as well as organizations of all sizes including corporations, partnerships, and trusts. The firm is committed to providing clients with peace of mind with professional service.

Compare our Top Tax Services

NameExpertise RatingAddressPromotionsLearn more
DePauw Johnson Tax & Financial Services
Vista, CA 92084
RH Tax Services
Oceanside, CA 92056
Melco Business Service
Vista, CA 92084
TaxAbility Mobile Tax Services
Oceanside, CA 92057
McDonough and Associates, CPA
Leucadia, CA 92024

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.