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2024

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Best Tax Services in Santa Rosa, CA

Our Recommended Top 11

We did the research for you!

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

45Reviewed

31Curated

11Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Santa Rosa, CA

Expertise.com Rating

Review Sources

Google
5.0 (304)
Facebook
5.0 (42)
Yelp
5.0 (9)

Why choose this provider?

Dimov Tax Specialists works with the residents of Santa Rosa who need tax services. The firm handles the internal revenue concerns of individuals and businesses by resolving tax controversies on the state and federal levels. It balances books and payrolls. The office also deals with the estate and trust concerns of testators. Geroge Dimov, the firm's president, is licensed in all 50 states and is fluent in Bulgarian. He has over 15 years of accounting experience.

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

Santa Rosa, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Tax Service in Santa Rosa? 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.

Santa Rosa, CA 95403

Expertise.com Rating

Review Sources

Yelp
3.5 (5)

Why choose this provider?

Americas Income Tax, Inc. has been at the same location in Santa Rosa for over 30 years. All of their tax preparers have years of experience, have helped prepare thousands of tax returns, and are licensed with the Internal Revenue Service or through the State of California. Their tax preparation services cover individuals, businesses, partnerships, corporations, and bankruptcies, and they will file returns electronically for free. The office is open 7 days a week during tax season, and their knowledgeable staff is committed to providing prompt, friendly service. Americas Income Tax, Inc. is available all year to assist clients with tax and financial planning, and they also offer accounting, bookkeeping, and payroll services for businesses.

Rohnert Park, CA 94928

Expertise.com Rating

Why choose this provider?

Express Income Tax Service has a moved to a new location on Commerce Boulevard, just north of Cal Skate in Rohnert Park. Their expert staff has been providing income tax services in Sonoma County since 1998. They make sure clients receive all the credits and deductions to which they're entitled, and they can file returns electronically for a faster refund. Year-round tax planning services are available to help clients avoid problems with the IRS and develop strategies that maximize their after-tax income. Express Income Tax Service also provides accounting and payroll services for small businesses, as well as QuickBooks installation, setup, training, and support.

Santa Rosa, CA 95403

Expertise.com Rating

Review Sources

Yelp
4.5 (13)
Facebook
5.0 (10)
Google
5.0 (6)

Why choose this provider?

Stephens Tax Services is a family-owned-and-operated business located in the Fountain Grove Office Park in Santa Rosa. They've been providing tax, payroll, and bookkeeping services to individuals and businesses throughout Sonoma County since 1983. The firm is run by Justin Lee Stephens, an Enrolled Agent licensed by the federal government to represent taxpayers before the IRS. Stephens Tax Services can prepare returns for individuals, partnerships, LLCs, corporations, estates, and trusts. They have handled thousands of returns over the years of every size and level of complexity. They also provide payroll and bookkeeping services to help businesses run smoothly and maintain a clear understanding of their financial situation.

Windsor, CA 95492

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Spencer Solutions Tax Service is located in Windsor and has been providing financial services to individuals and businesses since 1998. They help clients take advantage of current tax law to minimize the amount owed or maximize their refund, and they offer year-round tax advice to ensure the best outcome at tax time. Their drop off tax service allows clients to save time by dropping off their documents or mailing them to the office. Spencer Solutions Tax Service guarantees that if there are any errors on a client's tax return, they will waive their fee to amend the return and cover any IRS penalty.

Santa Rosa, CA 95405

Expertise.com Rating

Why choose this provider?

A family-owned business started in 1975, DeVries Tax Service is based in Santa Rosa and serves clients throughout Sonoma County. They specialize in individual tax preparation, estate and trust tax preparation, tax planning and preparation for small businesses, rental real estate, and IRS representation. DeVries Tax Service also offers complete bookkeeping and payroll services to ensure the smooth operation of a business's financial systems. Their staff keeps up with all the latest tax laws and financial regulations. They take the time to learn and understand the needs and goals of each client, and they strive to provide professional, reliable, and effective service at a fair price.

Petaluma, CA 94954

Expertise.com Rating

Review Sources

Yelp
4.5 (6)
Google
5.0 (2)

Why choose this provider?

Pickford & Associates, Inc., based in Petaluma, has over 35 years of experience in taxation and serves clients throughout Sonoma and Marin counties. They specialize in income tax preparation for individuals and all types of businesses, and their staff keeps up with the latest tax laws, financial regulations, and industry technology to ensure clients receive accurate, effective, and efficient service. Pickford & Associates, Inc. also provides estate and trust tax preparation, business consulting, business succession planning, payroll services, financial analysis, and bookkeeping. They take pride in being a small firm that can offer a full range of services while still providing close, personal attention.

Santa Rosa, CA 95404

Expertise.com Rating

Review Sources

Facebook
4.5 (8)
Yelp
4.0 (5)

Why choose this provider?

Scheuer Tax & Bookkeeping Service is based in Santa Rosa and has been serving Sonoma County since 1981. Jacquilyn Schieber is an Enrolled Agent who is licensed to represent taxpayers before the Internal Revenue Service for audits, collections, and appeals. The firm takes care of income tax preparation for personal clients and businesses in all types of industries, and they even handle out-of-state returns. They also provide tax planning to let clients know how certain financial or business decisions can affect their tax liability. Their other services include new business consulting, payroll preparation and reporting, billing, and comprehensive bookkeeping. Scheuer Tax & Bookkeeping Service focuses on helping clients achieve their financial goals while saving them time and money.

Santa Rosa, CA 95405

Expertise.com Rating

Why choose this provider?

Paternoster & Associates is a tax and financial practice in Santa Rosa with over 30 years of experience. They've prepared thousands of tax returns and have assisted individuals and businesses in all kinds of industries in maximizing their financial resources. Paternoster & Associates offers tax preparation and planning services for individuals, trusts, partnerships, corporations, estates, and non-profit entities. Their business services include bookkeeping, CEO advising and consulting, efficiency analysis, succession planning, valuation, and more. They can also help clients with a variety of real estate issues, from deciding whether to buy or sell to obtaining debt relief. Paternoster & Associates offers a free no-obligation consultation.

Santa Rosa, CA 95403

Expertise.com Rating

Why choose this provider?

Montgomery Taylor & Co., LLC is a full-service professional tax services firm operating in the community of Santa Rosa, California, and the surrounding areas of Sonoma, Marin, and Healdsburg. Montgomery Taylor & Co. is a privately owned and operated business specializing in wealth management and integrated financial solutions for individuals and business owners. This company offers a broad range of services including tax preparation and planning, retirement strategies, inheritance and investment consulting, financial reporting, bank account reconciliation, wealth management in addition to bookkeeping and write-ups. Clients recommend the team at Montgomery Taylor & Co. for their attention to detail and personalized services.

Compare our Top Tax Services

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
Santa Rosa, CACall for quote
Americas Income Tax, Inc.
Santa Rosa, CA 95403
Express Income Tax Service
Rohnert Park, CA 94928
Stephens Tax Services
Santa Rosa, CA 95403
Spencer Solutions Tax Service
Windsor, CA 95492
DeVries Tax Service
Santa Rosa, CA 95405
Pickford & Associates, Inc.
Petaluma, CA 94954
Scheuer Tax & Bookkeeping Service
Santa Rosa, CA 95404
Paternoster & Associates
Santa Rosa, CA 95405
Montgomery Taylor & Co., LLC
Santa Rosa, CA 95403

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.