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2024

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Best Tax Services in San Diego, CA

Our Recommended Top 23

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

304Reviewed

191Curated

23Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

San Diego, CA

Expertise.com Rating

Why choose this provider?

Gnesist works with individuals, LLCs, partnerships, and corporations in San Diego and neighboring areas. The firm offers tax preparation solutions for clients looking to avoid interests, penalties, and financial audits. Its team of accountants leverages over 15 years of industry experience to review and file tax forms and documents and devise strategies to minimize liabilities. They also provide dedicated year-round tax support and utilize Xero to manage income taxes. Gnesist has worked with over 1,000 companies in the U.S.

  • 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 caters to individuals and businesses throughout the San Diego metro. It offers tax resolution and relief services to resolve back taxes, eliminate interests and penalties, and reduce tax debts. The firm represents them in audits and investigations and negotiates on their behalf to receive approvals on various programs, such as offers in compromise, penalty abatements, bank levy holds, and innocent spouse tax reliefs. It maintains memberships in the Business Consumer Alliance and the National Association of Tax Professionals.

San Diego, CA

Expertise.com Rating

Review Sources

Google
4.9 (303)
Facebook
4.9 (41)
Yelp
5.0 (11)

Why choose this provider?

Dimov Tax caters to individuals and businesses in and around the San Diego metro. To help clients minimize their tax liabilities, the firm handles tax matters involving home sales, multi-state allocation, rental property, self-employment, and cryptocurrency. It also offers business taxation solutions for LLCs, corporations, partnerships, and non-profits. In addition, the firm provides accounting, consulting, and auditing services. Its president and managing owner, George Dimov, brings 15 years of accounting and consulting experience. He is authorized to provide tax services in 50 states.

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

402 W Broadway, 4th Floor, San Diego, CA 92101

Expertise.com Rating

Review Sources

Google
4.7 (26)
Facebook
5.0 (14)
Yelp
4.5 (8)

Why choose this provider?

MW Orlando CPA Inc. in San Diego serves individuals and small businesses from industries like dental, medical, e-commerce, and entertainment with tax solutions. Its staff members prepare and electronically file clients' tax returns. They consider various ways to minimize tax liabilities. The team also handles estate, non-profit, and expatriate returns. In addition, it provides multi-state and business succession planning, as well as IRS problems resolution. Founder Mark Orlando is a CPA with over 15 years of industry experience.

  • Preparation & Planning

2801 B St. Ste 2126, San Diego, CA 92102

Expertise.com Rating

Review Sources

Yelp
4.5 (18)

Why choose this provider?

San Diego-based Courtney Anderson EA Tax serves entrepreneurs, S Corporations, and LLCs across the U.S. The accounting firm provides tax planning and preparation, and financial guidance to help clients reduce tax liabilities and manage their finances. The firm also specializes in assisting startups with business formation and training for industry-appropriate accounting practices. It provides tax advice and bookkeeping support throughout the year, adapting to the startup's changing needs. Courtney Anderson has been an Enrolled Agent since 2021 and a Certified Management Accountant since 2017.

  • Preparation & Planning

402 West Broadway, Suite 400 - #3743, San Diego, CA 92101

Expertise.com Rating

Review Sources

Google
5.0 (25)
Facebook
5.0 (14)
Yelp
2.5 (3)

Why choose this provider?

Morey CPA & Associates, Inc., is a firm that meets the needs of clients in San Diego. It provides tax planning and accounting services. Its team reduces small business owners' tax liabilities to help them increase their profits and grow their business. It also serves small businesses, such as S corps, LLCs, and C corps, by preparing their annual tax returns. The company's other areas of expertise include business valuations, outsourced accounting, and payroll services.

  • Preparation & Planning

4950 Waring Road, Suite 8, San Diego, CA 92120

Expertise.com Rating

Why choose this provider?

Taxlana is an accounting firm based in San Diego. It offers a wide range of services, from tax planning to tax preparation for individuals and businesses. Its team also prepares taxes for estates and trusts. In addition, the professionals help clients with matters concerning business valuation, new business formation, and business planning. They also offer cash flow management and bookkeeping services. Taxlana has employees, who speak Hebrew and Russian. Its owner, Svetlana Vakaeva, is part of We Saved a Puppy Animal Rescue's board of directors.

  • Preparation & Planning

1744 6th Ave., San Diego, CA 92101

Expertise.com Rating

Why choose this provider?

CKYFS Inc. is a service provider catering to the tax and accounting needs of individuals and small businesses in San Diego. It provides a variety of tax services, including consulting, personal tax preparation, and business payroll or sales taxes preparation. The company also assists with the tax return preparation of US military personnel, disabled persons, estates, and senior citizens. CKYFS Inc. was established by Jane Chou in 2009. She is a member of the CSTC and the Veteran Mentor Network.

  • Preparation & Planning

809 Vista Way, Chula Vista, CA 91911

Expertise.com Rating

Review Sources

Facebook
5.0 (5)

Why choose this provider?

Victoria Tax Services has been serving clients in San Diego and nearby areas since 2010. It provides a wide range of financial solutions for individuals and small businesses. It helps with a variety of tax and accounting needs, including tax planning, business structure development, and audit representation. It is licensed to notarize various documents, including contracts, affidavits, trusts, mortgage notes, and certificates. It also offers payroll, educational, and electronic filing services and in-person or virtual consultations.

  • Preparation & Planning

4827 Hawley Blvd, San Diego, CA 92116

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

Rutman Corporation is a San Diego-based firm that serves both individuals and corporations. The firm has more than 30 years of experience preparing tax returns for nonprofits, partnerships, LLCs, and individuals. Its team of professionals prepares numerous drafts for accuracy. They also provide bookkeeping services, which involve recording business and personal financial transactions. Additionally, Rutman Corporation offers financial planning and investment management assistance. Its owner, Peter Rutman, manages the tax liability of high-net-worth individuals.

  • Consulting

1212 28TH Street, San Diego, CA 92102

Expertise.com Rating

Review Sources

Yelp
5.0 (26)
Google
4.7 (11)

Why choose this provider?

Golden Hill Tax Solutions has been catering to customers in the San Diego metro and the surrounding areas since 2014. It helps prepare tax returns for individuals and small businesses. It has experience handling regular returns with itemized deductions and complex ones with business, rental, and investment incomes. Its team of professionals also provides audit representation, tax debt resolution, and tax planning solutions. Edwin R. Sherman, the founder, serves as the company's enrolled agent. He has been preparing taxes since 2009.

  • Consulting

16870 West Bernardo Drive Suite 400, San Diego, CA 92127

Expertise.com Rating

Review Sources

Google
4.3 (3)
Yelp
5.0 (2)

Why choose this provider?

Janice Talleur is an accounting professional who serves business owners and individuals in San Diego and nearby locations. She provides tax preparation solutions to help clients avoid penalties and fees that can reduce their profitability. She also handles tax planning and addresses IRS issues. In addition, the agent offers new business formation, succession planning, and small business accounting. Talleur has been in the industry for over 25 years. She is a CPA and a Certified QuickBooks ProAdvisor.

  • Preparation & Planning

3525 Fourth Avenue, San Diego, CA 92103

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Wilson and Associates Certified Public Accountants is a CPA firm that serves clients in San Diego. It provides various tax services, such as tax preparation, trust and estate tax returns, and high-net-worth tax. In addition, the company offers HUD audits, compilations and reviews of financial statements, Quickbooks bookkeeping, and single audits. The firm has over 35 years of experience in the industry. Gregory K. Wilson, its founder, has been in public accounting since 1980.

  • IRS Relief
  • Consulting
  • Preparation & Planning

5703 Oberlin Dr, Suite 203, San Diego, CA 92121

Expertise.com Rating

Review Sources

Facebook
5.0 (63)
Google
4.8 (55)
Yelp
5.0 (2)

Why choose this provider?

San Diego, CPA offers tax services for individuals and businesses in the area. Its team prepares clients' tax returns. The process involves the use of computer software to check tax returns, which in turn, identifies possible issues the IRS may inspect. The professionals also teach clients how to adjust payroll withholdings and show possible deductions that may limit tax liabilities the following year. They also develop tax-saving strategies and file expats' state and US tax returns.

  • Preparation & Planning

1255 Scott St, San Diego, CA 92106

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Nathan Medina Tax Services caters to clients in San Diego. The company works with professionals such as healthcare workers, firefighters, educators, and airline industry employees, helping reduce their tax burdens and providing advice on other areas of their financial situation. Its team of accountants and tax preparers assists individuals who have recently sold or purchased real estate, who own a rental property, or who use part of their home for business, in optimizing their tax preparation and returns. Nathan has CFP, CEP, and CRPC designations.

  • Preparation & Planning

San Diego, CA 92108

Expertise.com Rating

Review Sources

Yelp
4.5 (27)
Facebook
5.0 (6)

Why choose this provider?

Leiman and Associates is a tax preparation service firm in San Diego, California that has been in the industry for more than 25 years. Some of their services include tax planning/tax projections, corporate tax return preparation, small business/sole proprietorship, return preparation, filing back tax returns, amendments, and more. Leiman and Associates is a member of the California Tax Education Council.

5820 Miramar Rd Suite 210 Second Floor, San Diego, CA 92121

Expertise.com Rating

Review Sources

Google
5.0 (38)
Yelp
5.0 (3)

Why choose this provider?

Office Tax Services caters to individuals and small business owners in San Diego and nearby locations. It helps clients organize their finances through its various tax-related solutions. The company offers corporate, non-profit, partnership, and business amended tax return filing assistance. It also provides bookkeeping services, which cover payroll and accounts payable and receivable creation. Additionally, it handles bookkeeping software maintenance, business formation and cancellation, and immigration consultations. Office Tax Services has been in operation since 2016.

  • Preparation & Planning

San Diego, CA 92101

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

ADACI is a tax consulting firm with offices in San Diego, California, and Cincinnati, Ohio. They specialize in taxes, accounting, and business development. ADACI offers tax preparation and tax planning. Their strive to make sure that their expertise in business development alongside their knowledge in taxes and accounting will help to get their clients there. The company offers financing.

406 9th St. #308, San Diego, CA 92101

Expertise.com Rating

Review Sources

Google
5.0 (21)
Yelp
5.0 (1)

Why choose this provider?

East Village Tax serves individuals and corporations in San Diego. It provides tax services aimed at reducing clients' liabilities and increasing their cash flow. The company helps clients meet the deadlines for both the IRS and the Franchise Tax Board by preparing and e-filing 1040, 1120, and 1065 tax forms. The team stays current on tax laws and codes and new tax regulations in order to improve the quality of its tax services. East Village Tax has been providing tax filing services for four years.

  • Preparation & Planning

2637 Adams Avenue, San Diego, CA 92116

Expertise.com Rating

Review Sources

Yelp
4.0 (5)

Why choose this provider?

Carlson Tax Service works for clients in San Diego and the nearby areas. It helps individuals, small businesses, partnerships, and corporations with their tax planning and preparation needs. Its team also provides clients with tax consultations. Other services of the company include accounting, budgeting, setting up payroll, and business planning. The firm was established in 2002 by Kathryn J. Carlson E.A. Carlson, who has more than 20 years of experience in the field of accounting and tax preparation.

  • Consulting

2333 Camino Del Rio South Suite 330, San Diego, CA 92108

Expertise.com Rating

Review Sources

Yelp
3.5 (9)
Google
4.5 (8)

Why choose this provider?

Founded in 1984, Thefeld & Associates is an accounting firm serving clients in San Diego. It provides tax preparation and planning services for individuals, partnerships, corporations, and non-profit organizations. The firm also offers IRS/BOE/FTB audit and appeals representation, business consulting, bookkeeping, and payroll processing services. Owner Warren Thefeld has more than 30 years of accounting experience. He serves as a business consultant, succession planning adviser, and retirement planner. Warren is also a member of the California Society of Certified Public Accountants.

  • Preparation & Planning

10620 Treena St Ste 230, San Diego, CA 92131

Expertise.com Rating

Review Sources

Facebook
4.9 (447)
Google
5.0 (42)
Yelp
5.0 (1)

Why choose this provider?

San Diego Certified Public Accountants is a local firm that caters to clients in the metro. It offers a wide variety of tax services, which include business tax preparation, planning, and consulting. It handles various matters, such as corporate taxation, small business tax return, and trust and estate tax return preparation. The firm provides business advisory and tax consulting services to help clients in business startup, development, and exit. The company has been in the industry since 2017.

  • Preparation & Planning

4420 Hotel Ct #365, San Diego, CA 92108

Expertise.com Rating

Review Sources

Google
5.0 (17)
Yelp
5.0 (13)
Facebook
5.0 (9)

Why choose this provider?

O'Connor's Tax Service provides services to individuals, businesses, and corporations in San Diego and nearby areas. It offers a variety of tax solutions for investment and retirement income, charitable contributions, and mortgage interest. The company handles board of equalization tax filings, disclosure and financial statement creation, and LIFO request filings. Its agents also perform budgeting and planning, job costing, invoicing, and bank account reconciliation tasks. O'Connor's Tax Service has been in the industry for five decades.

  • Preparation & Planning

Compare our Top Tax Services

NameExpertise RatingAddressPromotionsLearn more
Gnesist
San Diego, CAFree Consultation
Global Gate Tax Relief and Accounting
15375 Barranca Pkwy Suite B-211, Irvine, CA 92618
Dimov Tax
San Diego, CACall for quote
MW Orlando CPA Inc.
402 W Broadway, 4th Floor, San Diego, CA 92101
Courtney Anderson EA Tax
2801 B St. Ste 2126, San Diego, CA 92102
Morey CPA & Associates, Inc.
402 West Broadway, Suite 400 - #3743, San Diego, CA 92101
Taxlana
4950 Waring Road, Suite 8, San Diego, CA 92120
CKYFS Inc.
1744 6th Ave., San Diego, CA 92101
Victoria Tax Services
809 Vista Way, Chula Vista, CA 91911
Rutman Corporation
4827 Hawley Blvd, San Diego, CA 92116
Golden Hill Tax Solutions
1212 28TH Street, San Diego, CA 92102
Janice Talleur
16870 West Bernardo Drive Suite 400, San Diego, CA 92127
Wilson & Associates Certified Public Accountants
3525 Fourth Avenue, San Diego, CA 92103
San Diego, CPA
5703 Oberlin Dr, Suite 203, San Diego, CA 92121
Nathan Medina Tax Services
1255 Scott St, San Diego, CA 92106
Leiman and Associates
San Diego, CA 92108
Office Tax Services
5820 Miramar Rd Suite 210 Second Floor, San Diego, CA 92121
ADACI
San Diego, CA 92101
East Village Tax
406 9th St. #308, San Diego, CA 92101
Carlson Tax Service
2637 Adams Avenue, San Diego, CA 92116
Thefeld & Associates
2333 Camino Del Rio South Suite 330, San Diego, CA 92108
San Diego Certified Public Accountants
10620 Treena St Ste 230, San Diego, CA 92131
O'Connor's Tax Service
4420 Hotel Ct #365, San Diego, CA 92108

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.