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Find a tax preparer near Mission Bay, CA

Find a tax preparer near Mission Bay, CA

100+ near you

Find a tax preparer near Mission Bay, CA

100+ near you

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Top 10 Tax Preparers near Mission Bay, CA

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Q & A

Answers to commonly asked questions from the experts on Thumbtack.

What’s the best way to set up a consultation or an appointment with a tax preparer during the COVID-19 pandemic?

The best way to conduct an appointment during the COVID-19 pandemic is virtually, as this will ensure that you remain within the CDC's social distancing guidelines.

Ask tax professional near you if they would be willing to give a consultation via phone call, Zoom, Skype or other video conferencing software to discuss the scope of work. Also, ask them how they handle payments and whether they will be able to conduct all of their services remotely.

Does a tax preparer need to enter my home?

It is not typically necessary for a tax preparer to enter your home. Many CPAs and tax professionals operate remotely. Ask the tax professional if they can conduct their services remotely, and see what precautions they have in place during social distancing.

Can I use digital payments to pay for tax preparation services?

Before you hire a tax professional, visit their business profile to see how they handle payments. Many CPAs and tax experts accept digital payments through Venmo, PayPal, Square Cash, Zelle and other online platforms. More businesses may be changing their payment methods to accommodate social distancing. Check with your tax preparer to see how they handle payments. 

Is it worth it to pay someone to do your taxes?

There are several reasons it could be worth it to have an experienced professional do your taxes instead of self-filing. For example, it can help reduce the chance of you making a mistake that could land you in trouble with the IRS. And, it could save you time for other important tasks. If you have a side job, rental property or many assets, having someone do your taxes can pay off in the short- and long-run.

Contact several tax professionals near you to discuss your needs and get free estimates. Then, decide if hiring a pro is right for you.

What is a tax preparer called?

A tax preparer can take the form of several different job titles, but they must have an IRS Preparer Tax Identification Number (PTIN) to be authorized to prepare federal tax returns, according to the IRS. Some titles may include enrolled agents, who are licensed by the IRS, as well as certified public accountants (CPAs). Some tax attorneys may offer tax preparation and planning services, though not all are qualified to do this.

Is it better to have a CPA do your taxes?

Hiring a certified public accountant (CPA) could be a better option instead of doing your taxes by yourself, but it depends on your tax situation and preferences. Having a CPA do your taxes is usually recommended if you have a business or any type of side job, or if you’ve been contacted by the IRS for a tax-related matter. Others who can benefit are those who own rental properties or have many assets. You can also hire a CPA if you need help understanding what deductions or credit you might qualify for.

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.

Reviews for Mission Bay tax preparers
Marisue C.
Tina responded quickly to my request and was friendly and thorough in preparing my taxes. Her rates were very favorable.
Tinas TaxesTinas Taxes
Thumbtack Customer
As a small business owner there are a lot of receipts and details that are required for tax filings. Tina dealt with issues in a very direct, yet courteous manner. I believe I found my and my family's new tax preparer!
Tinas TaxesTinas Taxes
Nipun G.
Engaged Tina to prepare our 2016 taxes. She is very easy to work with, knowledgeable and fast. Everything went smoothly. Thanks.
Tinas TaxesTinas Taxes
Thumbtack Customer
Tina was forthcoming and explained every detail of the tax preparation process. She is honest, professional and accommodating. This was our first time using Thumbtack and we're very satisfied with the outcome. Thank you, Thumbtack for helping us find Tina and thank you, Tina for a positive experience! My boyfriend and I highly recommend Tina, and will certainly use her tax preparation services again next year.
Tinas TaxesTinas Taxes
Thumbtack Customer
Jane prepared my amended 2014 taxes for my small business. I had been dreading having it done but Jane did an amazing job and made the experience a good one. I would definitely recommend her to anyone looking for help with a tax problem.
Thumbtack Customer
Quick, professional, convenient and affordable. Tina is refreshening straight-forward and to the point. I highly recommend her tax preparation services. Will definitely return next year!
Tinas TaxesTinas Taxes
Natasha H.
Jen responded immediately, and gave a free consult phone call to help with my tax questions. I am a new, small S-corp business and completely lost when it comes to book-keeping/taxes, she directed me the right way, and helped save me so much money! Highly recommend her to anyone looking for advice/book-keeping/tax preparation.
Smith Business SolutionsSmith Business Solutions
Tina knows what she's doing and gets it done efficiently. Best experience I've had with a tax preparer in many years. I highly recommend Tina's services.
Tinas TaxesTinas Taxes
Tyler B.
Kyle helped me prepare my tax returns. He was very professional and prompt. He continued to provide advise on several outstanding issues after our contract was completed. I highly recommend him.
North County Mobile Notary & TaxNorth County Mobile Notary & Tax
Gwen H.
Excellent! I needed to find a new person to prepare my taxes and couldn't be more satisfied with the quality of Linda's work, knowledge, and responsiveness to my questions. She knows what she's doing, and in addition she is a real pleasure to work with. Thanks!!
AAA Tax PrepAAA Tax Prep
Susan R.
I do, now! For the first time I'm looking forward to next year's tax time. Tina is well organized and very knowledgeable on tax preparing. She also made sure I have the tools for a successful 2017 tax year. She made me feel important and I didn't feel rushed through my appointment. Her fee is competitive. I left with the confidence that we submitted a return that was fair with every advantage owed to me. I highly recommend you hire Tina. I will for many years to come.
Tinas TaxesTinas Taxes
Nicole R.
Kyle did a fantastic job preparing our taxes for us. He is very professional and knowledgeable and was able to answer all our questions and also gave us some good advice for next year. He was extremely flexible with our schedules and the fact that he's mobile and was able to come to our home was an added bonus. He offers a valuable service at an affordable price and we certainly encourage anyone who needs help with their taxes to consider Kyle.
North County Mobile Notary & TaxNorth County Mobile Notary & Tax
Nancy G.
Absolutely wonderful! This is what I have been looking for, someone who will sit down with me and go over deductions one by one and suggest others that I left out because I had no idea they existed. This is what a professional tax preparer should give to clients. Extremely satisfied even though the price listed was twice as high as listed, but since this was our first tax prep, maybe next time it will be less since I now understand many items better and can submit more succinctly next time.
Diane P.
Kyle provided perfect attention to our paperwork while using his computer to prepare our three tax returns. We’d gotten so far behind due to my husband having serious medical problems for nearly two years. He made what was a real burden for me (to even try) to do myself- a breeze! All that anxiety was erased in a just few hours! He is really good at what he does; aware of all the current info to do with taxes. He was very pleasant and congenial to have in our home, and conversed a bit with my husband who’s had a stroke. In our case the outcome was very positive and the copies of the returns for our records were very neatly and professionally prepared. We could not be happier with his service! Thank you so much, Kyle!
North County Mobile Notary & TaxNorth County Mobile Notary & Tax
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