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Lake Forest Tax Preparers

Browse these tax preparation services with great ratings from Thumbtack customers in Lake Forest.

Top Pro
Accounting Services
5.0
from 61 reviews
  • 9 years in business
  • 91 hires on Thumbtack
  • Top Pro on Thumbtack
Meg X.
Verified review

Burhan is a pro with integrity! I was so happy with him that he did such an excellent job preparing my tax income, so I offered to pay him more, and he declined. He took only what he initially quoted me. He's truly amazing and I'll definitely come back next year and have Burhan take care of my income tax.

  • 7 years in business
  • 139 hires on Thumbtack
Sumari T.
Verified review

Humberto was very knowledgeable about tax rules and processes. He was great at explaining things and letting us know what could be tax deductible. He is personable and makes you feel very comfortable. We were not happy with our previous tax person and we're so glad that we found Humberto. We will definitley be going back to him for next year's tax preparation.

Top Pro
DjWoodard Tax & Accounting
5.0
from 42 reviews
  • 5 years in business
  • 73 hires on Thumbtack
  • Top Pro on Thumbtack
Melinda B.
Verified review

We are very please with the ease of working with Daniel. He answered all our questions concisely and worked diligently to prepare our taxes. I highly recommend Mr. Woodard for any accounting and tax preparation tasks.

  • 23 years in business
  • 38 hires on Thumbtack
Lisa E.
Verified review

I have had Mr. Martinez prepare my taxes for a few years now. He is professional and attentive. Any questions I had he answered thoroughly. I highly recommended Mr. Martinez he does quality work.

Top Pro
  • 14 years in business
  • 42 hires on Thumbtack
  • Top Pro on Thumbtack
Robert E.
Verified review

Brodsky Professional Services responded right away, and impressed me with their knowledge in accounting systems, financial analysis and tax preparation...and John has already suggested some strategies for increasing efficiency and improving our cash flow!

  • 36 years in business
  • 40 hires on Thumbtack
Pankaj M.
Verified review

I recommend Richmond Associates to others who are still looking for a professional Tax company.

Top Pro
United Tax Service
4.7
from 18 reviews
  • 11 years in business
  • 42 hires on Thumbtack
  • Top Pro on Thumbtack
Leo D.
Verified review

As a Financial Advisor I need to rely on responsible and knowledgeable professionals to help my clients. Joan Williams is one of these professionals I often refer my clients for their income tax preparations and filling.

RYKAT Financial
4.8
from 17 reviews
  • 10 years in business
  • 35 hires on Thumbtack
Robert B.
Verified review

June did a wonderful job! She was terrific. I will have her take care of all of my tax preparation work from now on. Robert

Top Pro
Cobb-Phillips & Associates
4.9
from 13 reviews
  • 3 years in business
  • 13 hires on Thumbtack
  • Top Pro on Thumbtack
Jamilah H.
Verified review

For the past four years, my partner and I have been pleased with Hwesu's tax preparation services. I definitely recommend him!

  • 2 years in business
  • 4 hires on Thumbtack
Cheryl S.
Verified review

Accountant was not clear of his explanations or his intention. We had a difficult time with communication because of the language differences. He spoke very broken English with a heavy accent. (it was hard for me to understand him). He told me the consultation was free, that is the only reason I was willing to take the meeting. He did not tell me when the consultation changed for being a consult to actual working for me. I never asked him to review my 2017 tax returns, he said he needed to see them to get a clearer idea of what I needed. I received an unexpected bill.

  • 16 years in business
Xao H.
Verified review

5 stars! I own a manufacturing business and needed to have my business plan and strategies reviewed. Sakib, discussed my business in great detail and fully understood my needs. Saved my company thousands of dollars and Also provided tax saving strategies. He is highly professional and has guided me step by step in achieving above expectation results. I have kept his services for ongoing support. Thanks Thumbtack.

Top Pro
MG Business Services, LLC
4.9
from 10 reviews
  • 1 year in business
  • 14 hires on Thumbtack
  • Top Pro on Thumbtack
Paula J.
Verified review

We hired MG Business Services to prepare a complicated amended tax return for us. This company is very professional and took care of everything on our behalf. Will be using them for our needs.

  • 24 years in business
  • 14 hires on Thumbtack
Mandir F.
Verified review

They do an outstanding job of taking care of our Payroll and related Federal & State tax filings accurately on time. Yhey respond very quickly to our support rquests.

Garcia's Tax Service
5.0
from 8 reviews
  • 12 years in business
Carmen Segala
Verified review

I have had my taxes done at garcia 's for the last 2 years. Very professional and very informative. They explained everything to my understanding and provide different options that are beneficial for my tax returns.

SouthBay Tax Services
5.0
from 6 reviews
  • 10 years in business
  • 9 hires on Thumbtack
NiNeetu H.
Verified review

I like the value addition by explaining all my doubts and questions regarding Tax terms as I don’t have Taxation background, I highly appreciate their quick responses , work quality, ease to work with them.

Jacob K. Farsakh MBA, CPA
5.0
from 6 reviews
  • 8 years in business
  • 9 hires on Thumbtack
Douglas M.
Verified review

Tax preparation Jacob was on time for our appointment Very nice and seemed very knowledgeable about the tax laws

Urrutia Tax Service
5.0
from 5 reviews
  • 25 years in business
  • 6 hires on Thumbtack
Karyn S.
Verified review

Lazaro prepared our taxes and got us a GREAT refund. Very knowledgeable, personable Christian man. I highly recommend Lazaro Urrutia. He even offered to review our 2 previous Tax Returns for errors, free of charge...unless he finds a refund. Sounds Fair to ME. His fees ARE reasonable TOO! We will continue to use Lazaro as our Tax Preparer. 5- 2- 17

Koss Consulting Group
5.0
from 4 reviews
  • 4 years in business
  • 1 hire on Thumbtack
Joe J.
Verified review

Fantastic service!!.. My taxes were prepared quickly and my questions were answered​ in a way that I could comprehend. I enjoyed working with Michel. He is knowledgeable and professional.

  • 17 years in business
  • 5 hires on Thumbtack
Manny P.
Verified review

I highly recommend Susan and Ideal Accounting and Tax Services. I have been a loyal customer for over 15 years. Susan is a true pro and personable at the same time. She is courteous, kind and have your best interest at heart. I look forward to many more years of partnership.

Alpha Business Services
5.0
from 3 reviews
  • 10 years in business
  • 2 hires on Thumbtack
Christina C.
Verified review

Very professional, she worked really hard on getting me back way more than I expected on my income tax. I will definetly be back next year! Thanks Alpha Business Service

  • 3 years in business
Connie S.
Verified review

Sylvia has always been professional, accurate and reliable in handling all our payroll and taxes needs. We recommend her to all our friends and family.

Q & A

Answers to commonly asked questions from the experts on Thumbtack.

Who can file my taxes?

Any individual with a preparer tax identification number (PTIN) is eligible to file your income taxes on your behalf. However, this doesn’t necessarily mean they will be the best candidate to provide the help you need with your income tax preparation. The IRS explains that CPAs, attorneys and enrolled agents are all allowed to legally represent their clients before the IRS. They have a more thorough understanding of tax code than an individual operating solely with a PTIN or an Annual Filing Season Program participant who provides their services on a volunteer basis. Consider the complexity of your tax return and what level of expertise you’ll require. Before entrusting someone with your private financial and personal information, do some research on their qualifications. The IRS has a searchable database where you can verify the background and credentials of your income tax preparation professional. Once you have selected someone, ask about their service fees and confirm their availability. Then provide them with all the documentation they require, including W-2s, 1099s and more. Always ask to review the paperwork before it is submitted, and never sign a blank tax return.

How much does it cost to get taxes done?

Hiring a professional to help with income tax preparation can be priceless. Pro help can mean no mistakes and a maximized tax return. The cost to get your income taxes done depends on the professional you hire. Tax attorneys or in-demand CPAs will often have the highest rates for their services. Next in the pricing tier are enrolled agents, who will usually have higher rates than individuals solely working with a preparer tax identification number (PTIN). Nationally, the average cost of income tax preparation ranges from $150 to $190. Income tax preparation prices can also vary based on where you live and the complexity of your tax returns. Here are some examples of average income tax preparation prices from an enrolled agent:  

  • Taxpayers filing only a W-2 tax form: $50.
  • Taxpayers filing a W-2 along with additional tax forms such 1099-INT and 1098-E: $150.
  • Taxpayers with several tax forms and one or two additional considerations such as a rental property, investment transactions, K-1 income, 1099-MISC or a simple small business: $225.
  • Taxpayers with multiple activities (rentals, K-1 income, small business, etc.), several stock transactions and more: $395.

Nationally, the average hourly rate nationally for a tax prep professional ranges between $150 and $450.  

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