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2024

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Best Tax Services in Oakland, CA

Our Recommended Top 8

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 Oakland Tax Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

96Reviewed

60Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Oakland, CA 20002

Expertise.com Rating

Review Sources

Yelp
4.9 (507)
Google
4.9 (304)
Facebook
4.9 (41)

Why choose this provider?

Dimov Tax Specialists services personal and commercial clients in Oakland. For individuals, the company handles common taxation areas such as income, property sale and rental, equity compensation, and cryptocurrency. For businesses, it covers partnerships, C-corps, and S-corps entities, and it aids LLCs on their respective taxation processes. Dimov Tax Specialists also provides audit representation, attestation, and estate and trust taxation. With over 12 years of expertise, the company has audited and worked for retail, biotech, technology, real estate, and manufacturing industries.

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

Oakland, CA

Expertise.com Rating

Why choose this provider?

Gnesist is a back-office financial service provider that caters to clients in Oakland. The firm handles tax preparation and filing, helping individuals and businesses comply with government regulations and avoid penalties. Its dedicated tax team gathers required forms and documents and reviews the records before filing income tax returns. It also conducts regular check-ins to address companies' tax-related concerns. The practice's tax services are supplemented by bookkeeping and accounting solutions for accurate financial reporting. Over 1,000 businesses have entrusted Gnesist to manage their taxes.

  • Accounting Services
  • Tax Planning
  • Business Tax Services
  • Bookkeeping Services

15375 Barranca Pkwy Suite B-211, Irvine, CA 92618

Why choose this provider?

Global Gate Tax Relief and Accounting helps Oakland residents and businesses improve their finances and regulatory compliance. It offers tax services, such as assisting clients in negotiating with the IRS to reduce tax debt, address back taxes, and minimize or eliminate penalties and interest. The team also represents taxpayers during IRS audits and investigations to mitigate the potential consequences of any allegations. Its members are affiliated with the National Association of Tax Professionals and are authorized by the IRS to file tax returns electronically.

San Francisco, CA 94127

Expertise.com Rating

Review Sources

Yelp
4.5 (15)
Google
5.0 (10)

Why choose this provider?

Providing quality tax services to clients in the San Francisco Bay Area with over 25 years of experience in the industry, the professionals at Kelly Tax SF are prepared to handle a variety of needs for business owners and individuals. Owner Kelly Hughes was raised in New York City, beginning her career there as a manager of loan administration and operations and investment homeowner. She relocated to San Francisco in the early 1990s to work as an accountant at several Bay Area firms and is now an Enrolled Agent. She offers services like personal tax preparation for individuals and same-sex couples, business returns, trusts and estate planning, audit assistance, and returns for multiple states.

South San Francisco, CA 94080

Expertise.com Rating

Review Sources

Yelp
5.0 (74)
Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

All About Your Taxes is a South San Francisco tax preparer offering a broad range of services for business owners, executives, and independent professionals. Their tax services include preparation, planning, and assistance with problems like liens, levies, wage garnishment, seizures, offer in compromise, bankruptcy, as well as professional IRS representation in case of an audit. For businesses, they specialize in Quickbooks training and setup and also provide part-time CFO services like cash flow management, succession planning, payroll, bank financing, and audits. Individuals can also use the company for estate planning, elder care arrangement assistance, and personal financial planning to set goals for retirement, home purchase, or a rainy day fund.

South San Francisco, CA 94080
Website

Expertise.com Rating

Review Sources

Yelp
5.0 (4)

Why choose this provider?

M&Z Tax Services of South San Francisco is a tax preparing company specializing in helping small business owners grow and thrive by reducing their tax burden and maximizing potential deductions that boost their earnings. Mary Zhou is an Enrolled Agent has over 18 years experience in bookkeeping, with previous work experience in China and the United States. She studied accounting and international business in Foshan, China before relocating to the United States in 2005. Mary is a graduate of the City College of San Francisco, Liberty Tax School, and is fluent in English, Cantonese, and Mandarin. The firm offers bookkeeping, payroll, and tax preparation services.

Oakland, CA 94611

Expertise.com Rating

Review Sources

Yelp
4.5 (91)
Google
4.2 (5)

Why choose this provider?

The Tax Pros are a Bay Area tax professional group, operating out of the city of Oakland, California with service to customers in the surrounding area. Founder Mike Harrar is an Enrolled Agent with a Bachelor's of Science in Accounting and a Master's degree in Tax Law. He specializes in income tax strategies for business startups, with over twenty-five years of experience in the industry. Mike started his career as a field auditor for the IRS and became a tax manager for various CPA firms before starting his practice. Services include assistance with individual tax returns, real estate tax, as well as consulting, and accounting for business clients.

South San Francisco, CA 94080

Expertise.com Rating

Review Sources

Yelp
5.0 (61)

Why choose this provider?

The Tax Guy SF is a qualified professional tax service in San Francisco that assists clients with a variety of planning and preparation services. Alan Liang is an Enrolled Agent, born and raised in the San Francisco Bay Area and serving clients since 2008 with finding and applying appropriate deductions for maximum savings. He has credentials to represent clients before the IRS in the event of an audit and is knowledgeable about current legislation. The company also staffs a Business Tax Specialist trained to handle corporate returns and consult with business owners on financial planning, bookkeeping, and Quickbooks setup. They also have a notary public to process loans and other documents.

Compare our Top Tax Services

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax
Oakland, CA 20002Call for quote
Gnesist
Oakland, CAFree Consultation
Global Gate Tax Relief and Accounting
15375 Barranca Pkwy Suite B-211, Irvine, CA 92618
Kelly Tax SF
San Francisco, CA 94127
All About Your Taxes
South San Francisco, CA 94080
M&Z Tax Services
South San Francisco, CA 94080
The Tax Pros
Oakland, CA 94611
The Tax Guy SF
South San Francisco, CA 94080

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.