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2024

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Best Tax Services in San Francisco, CA

Our Recommended Top 20

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

197Reviewed

126Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

San Francisco, CA

Expertise.com Rating

Review Sources

Yelp
4.9 (548)
Google
4.9 (337)
Facebook
4.9 (29)

Why choose this provider?

Dimov Tax is a firm composed of accounting and tax specialists that cater to clients in the San Francisco metro and surrounding areas. Headed by George Dimov, a certified public accountant, the company specializes in various personal and corporate tax services, including IRS resolutions, estate taxation services, and audits and attestation services. Dimov Tax has over 12 years of experience in general taxation and accounting and in specific industries such as biotech, real estate, and manufacturing.

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

San Francisco, CA

Expertise.com Rating

Review Sources

Google
4.3 (2564)

Why choose this provider?

1-800Accountant San Francisco offers tax services to self-employed individuals, entrepreneurs, and small businesses in the metro and surrounding communities. Its remote CPAs prepare and file small business tax returns with state and federal authorities. Additionally, the team handles a variety of tax forms, including 1040s, 1099s, and 1120s, for companies in industries such as trucking, real estate, and e-commerce. Since its inception, the virtual accounting firm has assisted over 100,000 small businesses operating in both traditional and emerging industries.

  • Business Tax Preparation
  • Small Business Taxes
  • Tax Advisory
  • Accounting
  • Bookkeeping
  • Catch Up Bookkeeping

Emeryville, CA 94608

Expertise.com Rating

Review Sources

Yelp
5.0 (99)
Facebook
5.0 (33)

Why choose this provider?

Chahal & Associates, Inc. is an accounting firm with offices in Emeryville, San Rafael, and Pinole, CA. They are a Bay Area accounting agency for business and individual financial needs that specialize in accounting services and tax services. Tax services include business tax preparation, tax planning services, international services, and IRS problem resolution. Chahal & Associates, Inc. is a QuickBooks Certified Pro Advisor.

404 Bryant Street, San Francisco, CA 94107

Expertise.com Rating

Review Sources

Yelp
4.5 (7)
Facebook
5.0 (6)
Google
5.0 (1)

Why choose this provider?

Water Street Associates serves customers in the San Francisco metro. It offers strategic tax planning services for business owners to meet their financial objectives. Its CPAs handle stock compensations, foreign national tax issues, and multi-state filings to maximize customers' earnings while keeping track of cash flow. In addition, they assist clients in amending tax returns to accent refund opportunities. Founder and managing director Michael Kaplanidis has more than two decades of experience in full-service tax preparation.

  • Preparation & Planning

4951 Mission St., San Francisco, CA 94112

Expertise.com Rating

Review Sources

Google
4.4 (14)
Yelp
4.5 (8)
Facebook
5.0 (3)

Why choose this provider?

Ausejo Taxes is an independent tax service provider catering to individuals and businesses around San Francisco. It offers tax management solutions, including planning and preparation. The company covers IRS representation and estate and trust planning as well as tax preparation services. It also provides bookkeeping, accounting, and financial planning solutions. The business is managed by Carlos A. Ausejo, who is an enrolled agent and has over 30 years of experience in the industry. He is a member of the National Society of Public Accountants.

  • Preparation & Planning

San Francisco, CA 94134

Expertise.com Rating

Review Sources

Yelp
4.5 (32)
Facebook
5.0 (1)

Why choose this provider?

Basta & Company is a full service accounting firm in San Francisco, California that was established in 2012. They offer individual services, business services, tax services, and QuickBooks services. Tax services include tax preparation, tax planning, and tax problems. Unisource Financial Group is a proud member of CalCPA, American Institute of Certified Public Accountants, and California Society of Tax Consultants.

18 Bartol St Ste 115, San Francisco, CA 94133

Expertise.com Rating

Review Sources

Yelp
4.0 (10)
Google
5.0 (9)

Why choose this provider?

Virtual CPA for You is an online tax advising and accounting company serving clients nationally from its San Francisco office. The company's founder, Ying McKee, has over 20 years of accounting experience, and she helps both businesses and individuals prepare for and file their end-of-year taxes. She also handles payroll services and fund monitoring. As a member of the California Board of Accounting, McKee is certified as an adviser for QuickBooks.

1160 Battery Street, Ste. 100, San Francisco, CA 94111

Expertise.com Rating

Review Sources

Yelp
5.0 (149)
Facebook
4.9 (105)
Google
4.9 (67)

Why choose this provider?

Flex Tax and Consulting Group is a veteran-owned business that provides services in San Francisco and the neighboring areas. It offers tax solutions, including planning and preparation, litigation support, international taxation, and estate, gift and trust tax return preparation. Its team also assists individuals and businesses with their audit and tax needs, such as transaction and entity structuring, financial projections and analysis, tax-saving strategies, and capital adjuster calculations. The company works with various industries like non-profit organizations, LLCs, and C and S corporations.

  • Consulting
  • Audits
  • Preparation & Planning

3107 Geary Bl, San Francisco, CA 94118

Expertise.com Rating

Review Sources

Google
4.3 (8)
Yelp
5.0 (1)

Why choose this provider?

Universal Tax Service is a company that offers monthly and quarterly sales tax preparation and filing services for clients in San Francisco and the surrounding metros. Its staff also uses electronic filing in preparing tax returns for individuals, corporations, and partnerships. Universal Tax Service makes it easy to communicate with clients by having bilingual staff members who can assist in English, Spanish, and Chinese languages. The company also offers business formation, payroll solutions, bookkeeping, and notary services.

  • Preparation & Planning

888 Paris Street Suite 203, San Francisco, CA 94112

Expertise.com Rating

Review Sources

Facebook
5.0 (7)
Google
5.0 (2)

Why choose this provider?

Tax Services and More is a team of professionals serving the San Francisco area. They provide tax planning and preparation services for individuals and businesses. They help clients understand the impact of upcoming business opportunities on their tax status. Additionally, they manage sales tax obligations and prepare sales tax returns on behalf of clients. Tax Services and More also represents clients in IRS audits. Its employees also manage payroll, offer bookkeeping services, and provide assistance in developing retirement plans.

  • Preparation & Planning

1 Hallidie Plaza, Suite 403, San Francisco, CA 94102

Expertise.com Rating

Review Sources

Yelp
4.5 (88)
Google
5.0 (79)

Why choose this provider?

Tony Quach & Co., CPA, caters to clients throughout the San Francisco area and its adjacent communities. Its staff provides comprehensive guidance on matters concerning individual and business tax preparation, ITRs, IRS compliance, and the complications behind related laws and regulations. It offers saving strategies that are tailored to match clients' financial situation, reduce liability, and maximize their post-tax income. The firm also offers services involving the incorporation of limited liability companies and C- and S-corporations, as well as audit representation for businesses.

  • Preparation & Planning

San Rafael, CA 94901

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

Why choose this provider?

Bridgewater is a full service CPA firm in San Rafael, California that serves Marin, San Francisco, and the Bay Area. They support small and mid-market businesses, their owners, as well as individual tax clients. Services include video introduction, business services, payroll services, video services for individuals, tax services, dental practice services, real estate and consulting services, and QuickBooks services. Bridgewater offers free initial consultation.

6th Avenue, #103, San Francisco, CA 94118

Expertise.com Rating

Review Sources

Yelp
5.0 (81)
Google
4.4 (7)

Why choose this provider?

Tax Break-ers, Inc. delivers tax solutions to individuals and businesses in San Francisco and the neighboring communities. The firm offers business tax services that include form preparation and filing, tax planning, and bookkeeping. It helps clients prepare and file their individual tax returns. It also assists them in responding to IRS and FTB notices. In addition to rendering its tax services, the company counsels clients about business entity options. Tax Break-ers, Inc. provides its professional input appropriate to clients' needs and budgets.

  • Preparation & Planning

582 Market Street, Suite # 805, San Francisco, CA 94104

Expertise.com Rating

Review Sources

Yelp
4.0 (38)
Google
5.0 (2)

Why choose this provider?

Daniel J. Coles Downtown Tax Service caters to clients in San Francisco. Its tax preparation services include stock option reporting, retirement statement strategies, and virtual currency and offshore account compliance to maximize clients' profit generation. It also helps solve complex stock transactions for high-income individuals to prevent fraud. Agent Daniel J. Coles has over three decades of experience in audit representation, late-filed tax returns, and compromise and collection resolutions. He also offers virtual deliverance of tax documents and returns.

  • Preparation & Planning

Burlingame, CA 94010

Expertise.com Rating

Review Sources

Yelp
5.0 (2)

Why choose this provider?

Harry K. Jeung, CPA is a full-service CPA accounting firm in Burlingame, California that was founded in 1990. Harry K. Jeung, CPA has over 26 years of experience and knowledge. They offer tax management services, accounting services, assurance and advisory services, bookkeeping/write-up, financial and retirement planning, IRS representation, entity selection and restructuring, and more. Harry K. Jeung, CPA values their clients and their integrity.

25 Taylor Street, San Francisco, CA 94102

Expertise.com Rating

Review Sources

Google
5.0 (9)

Why choose this provider?

Agro Accounting CPA caters to individuals in San Francisco and nearby areas. The firm provides creative companies, artists, and freelancers with various tax services. These include tax preparation, company formation, and tax ID issuance. Its team also offers accounting and business consultation and bookkeeping, as well as CPA attestation. The firm accommodates clients across the country through its online platform. Chief practitioner Basil Agrocostea is a certified public accountant with more than 14 years of experience.

  • Consulting

1390 Market St 2nd Floor, San Francisco, CA 94111

Expertise.com Rating

Why choose this provider?

Tax Relief Consultants provides assistance to individuals and businesses with tax debt in San Francisco and the surrounding areas. It provides an array of solutions for unfiled tax returns, IRS penalties and interest, bank levies, and audit defense. It also helps clients identify whether or not they are eligible for the IRS Fresh Start Program. The company has been featured on Fox News, MSNBC, and CNN. It is also accredited by the NAEA, CSEA, and IRS.

  • IRS Relief

319 West Portal Avenue, San Francisco, CA 94127

Expertise.com Rating

Review Sources

Yelp
4.5 (15)
Google
5.0 (10)

Why choose this provider?

Kelly Hughes of Kelly Tax SF serves clients in San Francisco. The enrolled agent carries over 25 years of experience in helping individuals and business owners resolve tax matters such as preparation and planning, audit assistance, business entity consultations, and same-sex filings. Given her knowledge of foreign tax implications, Kelly also caters to the needs of dual citizens and expatriates. She worked as a loans administration and operations manager in a bank and as an accountant in several local firms before pursuing a career as a tax professional.

  • IRS Relief
  • Consulting

San Francisco, CA 94108

Expertise.com Rating

Review Sources

Yelp
4.5 (6)

Why choose this provider?

Emmanuel A. Santos, JD, CPA, Incorporated is a certified public accounting firm in San Francisco, California. Emmanuel A. Santos, the President of EAS, Inc., has been in the tax business since 1990. The company, established in 1996, offers financial services, retirement planning, insurance services, college planning, realty services, estate planning, tax services, accounting services, and business development. Their staff of professional tax preparers strives to be friendly and knowledgeable.

Walnut Creek, CA 94598

Expertise.com Rating

Why choose this provider?

Capital Tax & Accounting is a licensed accounting firm in Walnut Creek, California that specializes in small business tax and accounting. They offer QuickBooks, individual, and business services. Business services include small business package, business taxation, business accounting, and international business tax compliance. Capital Tax & Accounting is a proud member of AICPA and CPA- America Counts on CPAs.

Compare our Top Tax Services

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax
San Francisco, CACall for quote
1-800 Accountant
San Francisco, CAFree Business Tax Consultation
Chahal & Associates, Inc.
Emeryville, CA 94608
Water Street Associates
404 Bryant Street, San Francisco, CA 94107
Ausejo Taxes
4951 Mission St., San Francisco, CA 94112
Basta & Company
San Francisco, CA 94134
Virtual CPA for You
18 Bartol St Ste 115, San Francisco, CA 94133
Flex Tax and Consulting Group
1160 Battery Street, Ste. 100, San Francisco, CA 94111
Universal Tax Service
3107 Geary Bl, San Francisco, CA 94118
Tax Services and More
888 Paris Street Suite 203, San Francisco, CA 94112
Tony Quach & Co. CPA
1 Hallidie Plaza, Suite 403, San Francisco, CA 94102
Bridgewater
San Rafael, CA 94901
Tax Break-ers Inc.
6th Avenue, #103, San Francisco, CA 94118
Daniel J. Coles Downtown Tax Service
582 Market Street, Suite # 805, San Francisco, CA 94104
Harry K. Jeung, CPA
Burlingame, CA 94010
Agro Accounting CPA
25 Taylor Street, San Francisco, CA 94102
Tax Relief Consultants
1390 Market St 2nd Floor, San Francisco, CA 94111
Kelly Tax SF
319 West Portal Avenue, San Francisco, CA 94127
Emmanuel A. Santos, JD, CPA, Incorporated
San Francisco, CA 94108
Capital Tax & Accounting
Walnut Creek, CA 94598