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2024

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Best Tax Services in San Mateo, CA

Our Recommended Top 11

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

31Reviewed

23Curated

11Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

San Mateo, 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 is a full-service firm that works with businesses and professionals in San Mateo. Its team comprises CPAs and enrolled agents who help clients establish tax strategies to prevent IRS disclosure penalties and maximize their financial benefits. The agency processes ITINs and Forms 8938, 3520, 5471, 5472, and 8858. It also resolves issues related to lawsuit settlement payouts and retirement account rollovers. George Dimov, the managing owner, has over 15 years of experience in the industry.

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

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

Why choose this provider?

Global Gate Tax Relief and Accounting takes on financial-related matters in San Mateo. Its tax attorneys, enrolled agents, consultants, and case managers work with businesses and individuals dealing with tax liabilities. They help clients develop strategies on how they can reduce their debts and interests. They also provide different tax resolution programs, including innocent spouse relief, offers in compromise, wage garnishment, and penalty abatement. The full-service agency maintains affiliations with the National Association of Tax Professionals and the Business Consumer Alliance.

Pacifica, CA 94044

Expertise.com Rating

Review Sources

Yelp
5.0 (5)

Why choose this provider?

John the Tax Guy, located in Pacifica, California, is a tax services company that emphasizes a low-pressure, personalized approach to providing solutions for their clients. Owner John E. Gonzalez is a member of the National Association of Tax Professionals and the California Society of Enrolled Agents, and the company has received an A+ rating from the Better Business Bureau. His tax preparation and planning, for federal, state, and local refunds, can minimize future liabilities, manage tax issues, and help customers decide how business opportunities impact tax status. Also, he can represent clients before the IRS and assist with bookkeeping to keep businesses running smoothly and promote growth.

San Bruno, CA 94066

Expertise.com Rating

Why choose this provider?

Win, a tax services company in San Bruno, California, offers exceptional, comprehensive solutions for both individuals and businesses. Owner Kaung Myat Win graduated from Golden Gate University with a Master's degree in Taxation and California State University, Long Beach with a Bachelor’s degree in Business Administration. He has nearly a decade of tax preparation and consulting experience, provides service in English and Burmese, and can be contacted by phone, fax, or e-mail. They offer a wide range of options including tax preparation and planning, tax audit assistance and representation, bookkeeping, payroll, and free consultations for business and tax planning.

Redwood City, CA 94063

Expertise.com Rating

Review Sources

Google
4.5 (37)

Why choose this provider?

Martinez and Walker, in Redwood City, California, is a tax services company that strives to offer accurate, efficient, and affordable solutions for the entire local community. The company is accredited by the Better Business Bureau, and the team attends the IRS yearly seminar and California Franchise Tax Board Tax seminars to stay current on the latest tax laws, credits, and deductions. They can prepare and plan taxes to minimize present and future tax liabilities and manage financial health. Also, for businesses without an accounting team or looking for additional support, they provide bookkeeping and write-up services. Also available are options such as accounting software selection and implementation, audits, reviews, and compilations, business consulting, financial analysis, and more.

San Mateo, CA 94401

Expertise.com Rating

Review Sources

Facebook
5.0 (5)
Yelp
3.5 (5)

Why choose this provider?

San Mateo Tax Services is a tax services company in San Mateo, California with over a decade of experience providing exceptional solutions to a variety of clients. Their team offers service for English and Spanish speakers, continues their education in the latest changes to tax laws and legislation, and can identify planning opportunities to minimize both current and future tax liabilities. Accounting services can provide financial information to ensure business operations run more efficiently on a daily basis. Also available are comprehensive consulting services to locate areas in a business that negatively affect profitability, promote growth, and create flexible, practical strategies.

Redwood City, CA 94061

Expertise.com Rating

Review Sources

Google
4.5 (8)

Why choose this provider?

Peter B. Diaz, in Redwood City, California, is a tax services company with decades of experience providing innovative financial solutions at an affordable price. The owner is a member of many professional organizations including the American Institute of Certified Public Accountants, California Society of CPAs, Redwood City Chamber of Commerce, and the Palo Alto Chamber of Commerce. They prepare taxes for corporations, partnerships and LLCs, individuals, fiduciaries, and other businesses, as well as offer audit representation, strategic tax planning, research credit analysis, and transaction structuring. Other options available are financial consulting for investing, loans, insurance, real estate, legal issues, and more.

San Mateo, CA 94401

Expertise.com Rating

Review Sources

Yelp
4.5 (23)
Google
3.5 (12)

Why choose this provider?

Elliott Tax Service, based in San Mateo, California, is a tax services company that offers high-quality solutions for businesses and individuals. The company has been serving the Peninsula and East Bay for nearly two decades, can prepare both federal and state returns, and they offer a money back guarantee. Their team can maximize itemized deductions such as expenses for health care, state and local taxes, car registration fees, mortgages, gifts to charity, job-related expenses, tax preparation fees, and investment-related expenses. They can also assist with QuickBooks management, bookkeeping for small businesses and corporations, sales taxes, and payroll.

San Mateo, CA 94402

Expertise.com Rating

Review Sources

Yelp
5.0 (17)
Facebook
5.0 (8)
Google
5.0 (5)

Why choose this provider?

For decades, Trust the Tax Pros, a tax services company located in San Mateo, California, has offered a range of customized solutions and guidance to clients of all backgrounds. Tax preparation options extend to individuals, non-residents, partnerships, corporations, trusts, estates, and gifts. They can provide businesses with consulting to improve their finances and grow as well as represent clients before the IRS for audits. Also available are options such as bookkeeping, notary services, fixed annuities, sales tax filing, foreign bank account reports, and foreign tax filing. Additional resources on returns can be found on the company website, and customers have described them as efficient and skilled.

Foster City, CA 94404

Expertise.com Rating

Why choose this provider?

Christina E. Reddell, based in Foster City, California, is a tax services company with decades of experience providing comprehensive solutions for businesses and individuals. They are federally authorized tax practitioners certified by the U.S. Department of the Treasury to represent taxpayers at all administrative levels of the IRS for audits, collections, and appeals. The staff can prepare returns for individuals, corporations, LLCs, partnerships, trusts, and estates as well as offer tax planning and projection to further improve financial health. Also available are bookkeeping for preparing the necessary adjustments to bills, deposits, and more, financial statements, business consulting, and payroll.

San Bruno, CA 94066

Expertise.com Rating

Why choose this provider?

Canty, located in San Bruno, California, is a tax services company committed to offering prompt, high-quality solutions at an affordable rate. Owner Matt Canty has over 10 years of experience in different areas of the financial services industry such as anti-money laundering, financial crime, and compliance. After thousands of investigations, many with fraud implications, he can assist clients to remain within the bounds of the law while maximizing refunds and minimizing liabilities. Their team prepares all federal and state taxes including 1040s, 1040As, 1040EZs, 1116s, and 1065s, and clients have access to their documents all year through their secure website.

Compare our Top Tax Services

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
San Mateo, CACall for quote
Global Gate Tax Relief and Accounting
15375 Barranca Pkwy Suite B-211, Irvine, CA 92618
John the Tax Guy
Pacifica, CA 94044
Win
San Bruno, CA 94066
Martinez and Walker
Redwood City, CA 94063
San Mateo Tax Services
San Mateo, CA 94401
Peter B. Diaz
Redwood City, CA 94061
Elliott Tax Service
San Mateo, CA 94401
Trust the Tax Pros
San Mateo, CA 94402
Christina E. Reddell
Foster City, CA 94404
Canty
San Bruno, CA 94066

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.