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2024

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Best Tax Services in Roseville, CA

Our Recommended Top 14

We did the research for you!

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

42Reviewed

30Curated

14Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Roseville, CA

Expertise.com Rating

Review Sources

Yelp
5.0 (507)
Google
5.0 (304)
Facebook
5.0 (42)

Why choose this provider?

Dimov Tax Specialists helps professionals, small businesses, and organizations in Roseville maximize financial benefits. Its team offers individual and business tax services to allow clients to focus on their jobs and income. The full-service company plans taxes and deals with matters related to quarterly estimated taxes, moving states, equity compensation, and dependents' tax benefits. It also processes ITINs for entrepreneurs in the U.S. who need to open a bank account. President George Dimov is a CPA who carries over 15 years of industry experience.

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

Roseville, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Tax Service in Roseville? 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.

Rocklin, CA 95765

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

Why choose this provider?

Lighthouse Financial & Tax has been serving clients in the Sacramento area with their tax needs for over 35 years. The group works with business owners on effective tax planning and tax reduction strategies regarding everything from financing to 401ks. Financial, estate, and retirement planning are available as well. Owner and president James D. Kersey is a Chartered Life Underwriter, a Chartered Financial Consultant, a Registered Health Underwriter, and a Registered Employee Benefit Consultant, has been featured in a Sacramento magazine as a top-five wealth manager in the area, and is also a Boy Scouts of America Scout Master. The firm employs a licensed insurance agent as well and offers free no-obligation consultations.

Roseville, CA 95661

Expertise.com Rating

Review Sources

Facebook
5.0 (19)
Yelp
5.0 (7)

Why choose this provider?

Capital City Tax is a Roseville tax services firm. Individuals and businesses depend on the team for accurate tax returns, the largest refund possible, year-round support, and friendly, confidential service as well. The firm won Best of Roseville 2017 for Tax Preparation and comes highly recommended by locals in the area. Interested parties can utilize a tax refund estimator right on the company's website and can also take advantage of other online tips, strategies, and news. Capital City Tax was originally the tax division of California's second-largest mortgage firm over 15 years ago, and the Tax Director holds a BS in Accounting and previously owned an international tax preparation franchise.

1700 Eureka Rd, Suite 155-1, Roseville, CA 95661

Expertise.com Rating

Review Sources

Google
4.5 (16)
Yelp
4.0 (11)

Why choose this provider?

Tax Shark is a Roseville-based company that provides tax services that help individuals and business owners handle their tax issues. The company offers tax relief, preparation, planning, and audit defense. Its team of tax experts meets with clients through private consultations to discuss how the company will fix the clients' tax debt. They investigate clients' situations and protect them from the IRS. Tax Shark has been featured by the Fox Broadcasting Company and American Broadcasting Company.

Antelope, CA 95843

Expertise.com Rating

Review Sources

Yelp
5.0 (7)

Why choose this provider?

Janet Hsu Tax Service handles tax services for individuals and businesses throughout the Antelope area. Janet Hsu is an Enrolled Agent who is known for quick, honest, and professional tax return work, and clients have praised and highly recommended Janet on Yelp's reviews for her trustworthiness, worry-free service, and affordable rates as well as explanations whenever needed. Interested parties are free to utilize the firm's online resources, including financial calculators and other info, can sign up for a newsletter covering the latest in tax news, and can submit an online form, phone, or email to request further tax service details, pricing, and other queries.

Roseville, CA 95661

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Ez Tax Solutions provides tax services to local individuals and businesses in both English and Spanish. The group is known for personalized, confidential services to help reduce a client's tax exposure, offers e-filing for quicker refunds, and also provides sales tax returns and assistance with any tax issues. Additional services cover bookkeeping and payroll, general business services, document preparation, and a notary public. Jose Morales is a California Registered Tax Preparer, who is fluent in Spanish, and interested parties can phone, email, or make an appointment to meet in person. Clients have access to affordable tax services all year, and Ez Tax Solutions is a TPG Bronze Partner as well.

Rocklin, CA 95765

Why choose this provider?

Roseville Tax & Accounting offers tax planning and preparation services in the greater San Francisco Bay Area and is backed by almost 25 years of experience in the field. Services are available for corporations, partnerships, LLCs, nonprofits, and individuals, and additional offerings cover sales tax management and reporting, QuickBooks consulting, 1099 prep, and business property statements. Clients also have access to referrals to specialists if required, monthly and quarterly business accounting, and payroll services. Jennifer Collins-Swayne is a federally-authorized tax practitioner as an Enrolled Agent and member of the NAEA, previously worked in accounting and payroll for an engineering company and a high-tech company, and opened her own tax and accounting business in 2003.

Folsom, CA 95630

Expertise.com Rating

Why choose this provider?

Olander And Company is a local tax services group. Tax planning and preparation is available for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, and nonprofits, and additional services cover IRS representation for audits, divorce and support issues, payroll services, and sales tax services. Clients also have access to business consulting services for accounting software selection and implementation, business entity selection, and computer consulting. Olander And Company prides itself on personalized, professional services, using the latest technology, and making sure staff complete continuing education in order provide clients optimal results year in and year out. The company's site features a number of useful financial tools and info center for added convenience as well.

El Dorado Hills, CA 95762

Why choose this provider?

Lynn N. Talbott, Jr., CPA, CVA has been offering tax services in El Dorado Hills for over 30 years. Individuals, families, and businesses hire the team for tax planning and preparation, troubleshooting tax issues, handling of back taxes owed, and representation before the IRS, and the group stays current on all tax laws to help minimize tax liabilities and deliver accurate returns. Additional services include valuations, personal and business financial statements, business exit planning, consulting, and cash flow management. The firm has earned a trusted reputation in the area for open communication, professional, thorough results, and a commitment to helping clients reach their financial goals. It also holds an A+ rating with the BBB.

Rocklin, CA 95677

Expertise.com Rating

Why choose this provider?

Calco Tax Services has been handling taxes for the community of Rocklin since 1999. Businesses and individuals of all types have access to two CTEC Registered Tax Preparers who can work on both federal and state returns and help clients maximize all legally entitled credits and deductions. The husband-wife team prepares and files tax returns in a prompt, efficient, and detail-oriented manner, can also e-file, completes all required continuing education, and work out of their home office to lower the cost of their services. Weekend appointments and free consultations are available, and work can be performed via phone, fax, email, or Skype as well as in the client's own home.

Folsom, CA 95630

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Innovative Tax Solutions is a Folsom tax services company. The team specializes in preparing tax returns for individuals, LLCs, S corps, corporations, and partnerships, and tax services for trusts, fiduciaries, and nonprofits are available as well. Clients have access to the expertise of an Enrolled Agent, who can represent taxpayers in front of the IRS, and additional services include tax planning, business strategies, real estate strategies, and affordable monthly bookkeeping. Innovative Tax Solutions strives to make taxes a worry-free experience for clients, answers any and all questions a client may have, and tailors all services to each individual and business for maximum deductions and an orderly, accurate return.

Citrus Heights, CA 95610

Expertise.com Rating

Review Sources

Yelp
5.0 (11)

Why choose this provider?

Sunrise Tax & Business Services brings almost 40 years of experience to local tax clients. The group offers timely tax preparation and planning for individuals, nonprofits, and various types of businesses, tax returns for estates, gifts, and trusts, out-of-state and multi-state returns, amended tax returns, and payroll and sales tax reporting. Additional services cover e-filing, review/filing of prior year returns, tax deduction advice, payroll services, and representation before tax authorities. Service is available all year long, and owner Ray Hapai has been an Enrolled Agent since 1991 and also holds a Bachelor's degree in Business Administration specializing in accounting. Gregg Hapai is a CTEC Registered Tax Preparer as well.

Roseville, CA 95661

Expertise.com Rating

Review Sources

Yelp
4.0 (20)
Facebook
5.0 (9)
Google
3.7 (6)

Why choose this provider?

Solomia Treshchuk Tax Services handles taxes for small businesses and individuals in Roseville. Planning and preparation are available for personal returns as well as all types of business and nonprofit returns, and clients also rely on the firm for audit representation and resolutions of numerous IRS issues from delinquent taxes and abatement of penalties to innocent spouse claims and wage garnishment release. Bookkeeping, payroll, business setups, incorporations, retirement plans, and other financial services are available as well. Solomia Treshchuk is an Enrolled Agent and previously worked for a top tax audit defense firm. Solomia is also a member of the Slavic-American Chamber of Commerce and serves as Treasurer for the Liberty Voice.

Compare our Top Tax Services

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
Roseville, CACall for quote
Lighthouse Financial & Tax
Rocklin, CA 95765
Capital City Tax
Roseville, CA 95661
Tax Shark
1700 Eureka Rd, Suite 155-1, Roseville, CA 95661
Janet Hsu Tax Service
Antelope, CA 95843
Ez Tax Solutions
Roseville, CA 95661
Roseville Tax & Accounting
Rocklin, CA 95765
Olander And Company
Folsom, CA 95630
Lynn N. Talbott, Jr., CPA, CVA
El Dorado Hills, CA 95762
Calco Tax Services
Rocklin, CA 95677
Innovative Tax Solutions
Folsom, CA 95630
Sunrise Tax & Business Services
Citrus Heights, CA 95610
Solomia Treshchuk Tax Services
Roseville, CA 95661

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.