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Lodi Tax Preparers

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

Top Pro
  • 20 years in business
  • 58 hires on Thumbtack
  • Top Pro on Thumbtack
Courtney W.
Verified review

Wonderful experience working with Colin! He got me in the same day, which was important as I was on a dealine with the IRS. He had my amended return completed the next day, explained what he did in great detail, prepared everything for the IRS and FTB so neatly, included instructions on where to go to drop everything off. He also told me what to expect in the coming weeks and warned me about scammers claiming to be from the IRS demading money! I highly recommend choosing American Security Tax Preparation and Tax Resolution for all your tax needs. I will definitely go back to him the next time I need anything regarding taxes taken care of.

Top Pro
K.B. Daniel & Company
4.9
from 36 reviews
  • 30 years in business
  • 60 hires on Thumbtack
  • Top Pro on Thumbtack
Thumbtack Customer
Verified review

Quick response. Answered all my questions. Eased my concerns. Looking forward to having him prepare my taxes

Top Pro
  • 26 years in business
  • 74 hires on Thumbtack
  • Top Pro on Thumbtack
Rod W.
Verified review

Kathleen was willing to take our returns within a few days before the tax deadline. The 2015 refund she got for us exceeded the amounts I got from using Turbo Tax by 90%. She also helped us retrieve additional refunds due us from previous overpayments to both the feds and state of California.

  • 12 years in business
  • 24 hires on Thumbtack
Raj S.
Verified review

Working with Garrick Gookin is very great. His company provided me with professional service and great results. He demonstrated his tax knowledge and customer service in professional manner. I would recommend him for anyone who lives overseas and needs tax returned prepared or any tax advice.

The Numbers Guy
4.7
from 19 reviews
  • 3 years in business
  • 25 hires on Thumbtack
Robert K.
Verified review

Our previous accountant left abruptly and really messed up our books right before tax season. Greg came in and not only fixed previous errors, but was able to learn the business and get us caught up in time for our CPA. Now we will be working on stream lining the accounting department and minimizing costs. Hes on time, professional and fits right in with our employees. Its a big load off my back knowing my books are caught up and correct.

Pointe Tax Advisory Services
5.0
from 15 reviews
  • 9 years in business
  • 15 hires on Thumbtack
Marian S.
Verified review

Noella was punctual and very professional. We are expecting to call on her again next year when it is tax time. We couldn't have asked for more.

Rahim Shakoor
5.0
from 13 reviews
  • 1 year in business
  • 22 hires on Thumbtack
Christopher M.
Verified review

Rahim was very nice, professional and helpful! He answered every question I had thoroughly and made the whole tax preparation process smooth, easy, and enjoyable. He is clear, concise, and very accurate with his work and I would recommend him to anyone!

My Tax Angel
5.0
from 12 reviews
  • 4 hires on Thumbtack
Gregory P.
Verified review

Always helpful and guides menthrough the process. I hate tax time and you make it painless.

  • 36 years in business
  • 21 hires on Thumbtack
Michelle H.
Verified review

We have a small business (S-Corp) and rental properties on our personal return and Cindy Conklin of Accurately Yours Accounting Solutions has been completing our tax return(s) and working with me in Quick Books Pro for 4 years. We rely on her detailed knowledge or allowable deductions and help all throughout the year on tax planning. She is detail oriented, efficient and always responds to any issue no matter how small. Her expertise in Quick Books Pro has been an added benefit in helping me arrange our accounts in a more systematic way. I highly recommend Cindy for tax planning and return preparation, as well as, bookkeeping.

Cano Accounting
5.0
from 8 reviews
  • 14 years in business
  • 4 hires on Thumbtack
Leslie L.
Verified review

I highly recommend Luis Cano. He completed my taxes efficiently and expediently. I will definitely use his accounting services going forward.

RS Tax Service Inc
5.0
from 4 reviews
  • 14 years in business
  • 5 hires on Thumbtack
Rog L.
Verified review

Wanna save on federal self employment taxes. Eight small business corporation saved $95,000 in 2016 using R&S Tax Service tax planning services.

Newman Associates
5.0
from 1 review
    Andrew S.
    Verified review

    Newman Associates has done our tax work for years now. They are prompt, responsive, and effective. Our taxes might not require the attention of, say, the Romneys, but they're our taxes and not having to worry about them is important. To paraphrase the Mastercard commercials "Peace of mind: priceless!"

    • 5 years in business
    • 1 hire on Thumbtack
    Susan M.
    Verified review

    Overall, Helen is a very meticulous and able employee. Her many years of accounting, payroll, tax and sales experience made her an asset to my firm. I was sorry to see her go; and consider her a valuable addition to any organization that hires her. I strongly recommend Helen for any accounting position.

    About

    I thoroughly review clients documents and ask a lot of questions to make sure I my client gets the best return.

    About

    I am a CPA with a Masters Degree in Finance, and I have been providing comprehensive accounting and tax preparation services for individuals, small and large companies, and nonprofit organizations in Northern California for over 20 years. Our firm delivers outstanding service to our clients because of our dedication to the three underlying principles of 1) professionalism, 2) responsiveness, and 3) quality. My primary goal as your trusted business advisor is to provide insightful advice to enable you to make informed financial decisions. More information with detailed guides may be found on my website below. My services include: • Tax Planning strategies for individuals and business owners • Income Tax Preparation for Individuals / Businesses, Free E-Filing • Affordable payroll services designed to save you money • IRS Representation to Minimize Taxes and Negotiate Settlement • Raising capital: How to get money for a small business • Small-Medium Business Accounting Services, QuickBooks Setup • Monthly / Quarterly Financial Statements, Sales Tax Returns • Business Startups, Incorporations • Audits, Reviews, and Compilations • Financial and retirement planning • Investment Advisory services • Forensic Accounting, Internal Controls, Litigation Support Evening and Saturday appointments are available.

    About

    I have more than 30 years experience assisting individuals and businesses with their tax and accounting needs. Our office provides the highest quality service at very reasonable rates.

    About

    I am a bookkeeper, tax preparer and accountant. Contact me by email for a free consultation. I am available for temporary, short-term and long-term contracts, part-time or permanent jobs. I am available to provide the following services: * full-cycle bookkeeping – processing information and producing financial statements for business entities: sole proprietorships, partnerships, LLCs and C and S corporations * tax return preparation – annual preparation for sole proprietorships, partnerships, LLCs and C and S corporations * accounts payable – processing, evaluating, streamlining, and documenting * accounts receivable - processing, evaluating, streamlining, and documenting * fixed assets – set-up and maintenance of fixed asset records * bank reconciliations – personal and/or business * financial reports – for the purpose of obtaining business financing * property tax returns – processing annual business return * payroll - including federal and state tax preparation * sales tax returns – annual, quarterly and monthly returns * QuickBooks – train staff to set up and process financial information; clean up records for accurate financial information * 1099 processing – process annual contractors' 1099s Education, Experience and Skills: - 20+ years in corporate America - BS in business accounting from the University of Phoenix - professional bookkeeper certification - professional QuickBooks certification - CTEC tax preparer - software: Great Plains, MAS 200, QuickBooks, JD Edwards - programs: Excel, Word, Outlook, PowerPoint, Print Shop

    About

    Specializing in fast and accurate income tax preparation, bookkeeping, payroll, and entity formation for small and medium-size businesses, our primary focus is customer service and client satisfaction.

    About

    Mission Statement: Aero & Marine Tax Professionals works in the highly specialized area of California and sales tax law. That is all we do. We provide a professional, highly-specialized focus on this one aspect of law. Our firm has dedicated itself to assisting taxpayers in legally avoiding sales tax by administering a program that helps them to support a claim for exemption. Additionally, we are in our second decade of working with CPAs and attorneys, assisting their clients with new acquisitions as well as filing petitions and claims for refund and audit defense. In our continuing effort to keep you informed of the truth about taxes, the following excerpt is very important to your survival. No one should feel guilty about exercising their legal rights. "Over and over again, the courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible." Our mission statement at Aero & Marine Tax Professionals is to uphold and defend the following court ruling: "The legal right of a taxpayer to decrease the amount of what otherwise would be his taxes, or altogether avoid them, by means which the law permits, cannot be doubted." -- Supreme Court of the United States Gregory v. Helvering 293 U.S. 465; (1934) While some misguided politicians and uninformed public may clamor about "loopholes," the truth is that our firm defends your rights to legally avoid taxes and will continue to fight for the rights of all citizens to minimize the taxes they pay. The service we provide is more than legal! Judge Learned Hand said it best: "Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. Over and over again, the courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike, and all do right, for nobody owes any public duty to pay more than the law demands." -- Federal Appellate Judge Learned Hand The above statement is our operating basis when it comes to defending taxpayers. Armed with an understanding of the sales-and-use tax laws, Aero & Marine Tax Professionals has created strategies that have helped our clients legally avoid hundreds of millions of dollars of sales and use tax. Contact us now to find out about our services and how we can help you save money on your next aircraft purchase. Legally avoid sales tax on aircraft and vessels.

    • 18 years in business
    About

    About

    I do tax returns, 1040, 1065, 1120, 941, 940, DE3, DE9, sales tax, all kinds, etc. I also do accounting and payrolls for clients. My service is fast and accurate and at low prices compared to others.

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