At Egret Tax & Accounting we specialize in preparing the books and taxes for self-employed people, businesses, and owners.
The truth is that Anyone can call themselves a bookkeeper, but very few understand the heartbeat of your business. Most CPAs outsource your files to junior staff, and most tax preparers are looking in the rearview mirror, filing for what happened last year without a single thought for how to improve your next year.
The Egret Difference:
We've eliminated the "once-a-year" scramble. By focusing exclusively on business owners and the self-employed, we provide a proactive partnership that bridges the gap between your daily books and your long-term goals. How do we help YOU and YOUR business?
1) No More Messy Books: When we do your books and your taxes, nothing is lost in translation. We study your business and spot deductions in July that others miss in April. We help you set aside enough money for taxes to keep you from a surprise bill.
2) Advisory Over Accuracy: Accuracy is our bare minimum; helping you grow is our goal. We don't just put numbers in boxes; we work with you to understand your goals; we tell you what those numbers mean for your cash flow, your hiring power, and your financial position. Every decision is meaningful and can bring a better outcome for you.
3) Legacy-Backed Precision: You get the precision of modern software backed by five decades of institutional financial knowledge. We’ve navigated every economy since 1972, and we bring that "Legacy Expertise" to your small business every single month.
Accuracy is the bare minimum. Advisory is the goal. Your success is what matters.
The time, effort, and money you invest into your business is something we take seriously. Going with Egret means having a partner for your business.
To see our packages and pricing, please view our website.
Egret Tax & Accounting by Norgol & Thomas
Overview
Hired 4 times
Background checked
License verified
2 employees
2 years in business
Business hours
SunClosedMon9:00 am - 6:00 pm
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, Square cash app, and Zelle.
Credentials
License verified
Tax Preparer (CTEC)
License state: CA
Background checked
Passed by Nathan Thomas on Mar 16, 2026.
Services offered
Service needed
Annual tax filing
Quarterly tax filing
Other tax consultation
Filing status
Sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Annual revenue
$100K - $500K
$500K - $1M
$1M - $5M
Projects and media
Projects and media
Reviews
Customers rated this pro highly for work quality, responsiveness, and professionalism.
Exceptional 5.0
9 reviews
5
100%
4
0%
3
0%
2
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Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Aleksandr G.
Apr 14, 2026
•
From Google
Hi! I say 5 stars & very much earned & Ill be coming back every year. Im very particular about who I trust with my finances, and working with a knowledgeable, friendly, and hardworking tax professional like Nathan T. made the entire process easy and relaxed. Taxes can be complicated, and even small mistakes can lead to delays, penalties, or importantly missed refund opportunities. Nathans experience ensures everything is handled correctly from the start.One of the biggest advantages of working with Nathan is how clearly he guides you through each step. Instead of feeling overwhelmed, you know exactly what documents you need and how to stay organized.Another major benefit is maximizing your return. Seriously, laws are changing, many people miss deductions and credits they qualify for, but Nathan takes the time to identify every opportunity. His attention to detail improves helps you get the best possible outcome. If you looked, you found a way to having a professional manage and review everything gives you real peace of mind. Choosing Egret Tax & Accounting means youre set up 100-101% -When it comes to taxes, this is the team you want on your side.
Egret Tax & Accounting's reply
Thank you so much Aleksandr! I was so glad that I could help you with your return. I look forward to being your accounting partner in the future!
abi C.
Apr 8, 2026
•
From Google
Nathan was very informative and double checked everything. I am grateful to work with someone who does not take shortcuts! I will continue to seek his advice on all things tax related.
Egret Tax & Accounting's reply
Thank you so much Abi. I am so glad that we could help you, and it is true, with tax, it's better to be safe than sorry.
Caroline C.
Jun 30, 2026
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From Google
We were so happy with the quick response scheduling a meeting. Nathan was very helpful in explaining things and answering questions. We will definitely continue with their service!
Meg A.
Apr 4, 2026
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From Google
Excellent speaking with these professionals! They were easy to talk to and very knowledgeable! I did not get a huge charge for a consultation! This was wonderful considering I had a complex problem .
Egret Tax & Accounting's reply
Thank you so much Meg, I really appreciate your review. We were so glad we could help you with your problem and look forward to being of assistance to you in the future.
Nolan
May 20, 2026
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From Google
I had business and personal taxes with quite a few intricacies. Nathan helped a lot and saved me much more than Legal Zoom.
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Tax preparation and tax planning services: Our fees are flat with no surprises - the price you see is the price you pay. We agree to a price prior to initiating our service. We offer discounts to new customers and new businesses.
Tax resolution services: Billable hours may apply and/or a flat price will be agreed upon prior to initiating our service.
Accounting and payroll services: Charged on a subscription basis.
We do offer significant bundle discounts.
What is your typical process for working with a new customer?
1) Discuss with the client their needs and goals. Schedule a consultation or discovery if needed.
2) Provide a quote.
3) Begin onboarding using secure filesharing to gather prior year information.
4) Analyze provided data and make suggestions on best steps moving forward.
5) Receive payment for subscription or tax filings.
6) File tax return or complete the work.
What education and/or training do you have that relates to your work?
Nathan Thomas, AA, CRTP
Nathan holds an accounting degree with a specific focus on Tax Law and Business Advisory. His expertise spans the entire financial lifecycle—from individual 1040 filings and basic bookkeeping to complex financial forecasting and representing clients. He also has helped the firm integrate high quality technology that has helped speed up client communication and onboarding, allowing for more time to be spent working for the client.
Walter Norgol, MBA, CRTP
Walt brings over 54 years of elite tax experience to your files. Having owned and operated one of the largest accounting firms in his county, he pairs a UC San Diego MBA with a master-level understanding of business law and high-level accounting strategy.
The Gold Standard of California Law
Both Nathan and Walt hold the prestigious CRTP license, which is the highest tax-specific designation issued by the State of California. Unlike generic tax preparers, a CRTP-certified professional has proven mastery in:
State and Federal Tax Law (current and historical applications)
Professional Ethics and consumer protection standards
Complex Application of Law for both individuals and businesses
