Monterey, CA
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Monterey Tax Preparers

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

JumpStart CPAs
5.0
from 6 reviews
  • 3 years in business
  • 7 hires on Thumbtack
Steve L.
Verified review

I'm the CEO of a 1 1/2 year old start-up. I originally reached out to JumpStart CPAs for Tax Return services, but quickly realized after communicating with Cimmer that I needed much more than that! I needed an Accounting system in order to properly capture my financial transactions, I needed separate business bank accounts, a payroll service and retirement planning just to name a few!!! Cimmer was able to help me with all of these things, and the Tax return ended up being a very small part of the service she provides. She was able to set up my books and work remotely, and we send data over the internet so it's very efficient. I now have access to my financial and cash flow data all the time and I can make business decisions about the future instead of just recording what happened in the past. JumpStart CPAs is more expensive than others who might be quoting for a similar service, but you get what you pay for!! I am so thankful I found JumpStart CPAs. My business performance is improving now because I understand what's going on! I now have a real Business Advisor, not "just" an Accountant.

Ohara Tax Service
5.0
from 3 reviews
  • 4 years in business
  • 1 hire on Thumbtack
Mercedes M.
Verified review

In the past 3 years that I have used Dan for preparing my taxes and as my tax consultant, his honesty, integrity, and work ethics have always stood out when preparing not only my taxes, but also my mother's. As Conservator for my mother, I have unusual questions for Dan and he always has the answers. I highly recommend his services to family and friends Mercedes M _ San Jose CA

Catch All Bookkeeping & Tax
5.0
from 4 reviews
  • 4 years in business
  • 14 hires on Thumbtack
Nancy H.
Verified review

My experience with Jessica was excellent. She was attentive, honest, and cared about the financial standing of my business. I continue to be a happy client to this day and recommend her to anyone who needs bookkeeping services.

SC Tax Services
5.0
from 2 reviews
  • New on Thumbtack
Nick F.
Verified review

Rick is not only a knowledgeable professional, he is also a very compassionate and nice individual. I have known him for many years professionally as one of his clients, both for my business accounting needs as well as personal and family accounting and taxation issues. I recommend him very highly.

richard smith & associates
5.0
from 2 reviews
  • 40 years in business
  • New on Thumbtack
Hugh O.
Verified review

This will be the 40th year Richard Smith has been doing my taxes. That says it all. I have a very complicated tax return that I would not entrust to anyone else. His knowledge and creativity, especially with regards to real estate tax issues, are second to none. He is not the cheapest, but I am convinced he is the best. Hugh O.

American Tax Service
5.0
from 2 reviews
  • 43 years in business
  • 2 hires on Thumbtack
Angelica A.
Verified review

Was quick accomodating and major helpful. Gave me all the info i needed to know what to do ... very grateful

SR Management
4.0
from 4 reviews
  • 27 years in business
  • 2 hires on Thumbtack
Henry G.
Verified review

Sky has done our taxes for years, as well as our older parents taxes for the past several years. He is professional and thorough, and always a pleasure to work with.

OnePoint Services
5.0
from 7 reviews
  • 7 years in business
  • 3 hires on Thumbtack
Janet J.
Verified review

Rebecca provided tax services for our 2014 filing. Our joint filing of personal & individual businesses,including other asset holdings is complicated. She was professional, extremely thorough and precise, which saved us from having to pay unnecessary taxes. We plan to use her services again and highly recommend her. Thanks Rebecca!

Liberty Tax Service
5.0
from 1 review
  • 9 years in business
  • New on Thumbtack
Sanjeet K.
Verified review

The staff at Liberty Tax were GREAT!!!! Talk about professionalism and friendly...they made my day!!!! I will be their lifetime client.

  • 12 years in business
  • 1 hire on Thumbtack
Inger N.
Verified review

Good so far. Haven't been in yet to finish legal process will be in the next week or so. She's very fast though.

  • New on Thumbtack
About

We provide Wordprocessing, Transcription, Bookkeeping, Income Tax Preparation, Payroll and Certified Payroll. We are highly experienced and have been in business in Monterey, CA for 27 years. We are certified by the California Tax Education Council as income tax preparers. We have helped literally thousands of people over the past years. References will be provided on request.

  • New on Thumbtack
About

We offer tax preparation, financial planning, personnel financial, business and trust bookkeeping. We do all income tax preparation, prepare all tax forms example sales tax, payroll taxes, underground storage tank, and most any others tax forms that may come your way. We provide answers to most of the complex tax or business question that may come as you do business, and also, in your daily personnel dealings. We offer bookkeeping services, as simple as doing bank reconciliation for your grandmother checking account to total bookkeeping for complex, multi-activity businesses that may need payroll, sales reports, and monthly financial statements. We service mom and pop business, to multifamily partnerships. We will help do the bookkeeping and tax reports needed for that family trust that you have been appointed to as trustee. Our clients become a part of our extended family; when they have a question, they come to us for resources and guidance. Sometimes, this can be as simple as who is paying the highest interest rate this month, or as complicated as: what do I do, the bank is foreclosing on my home/rental house. Clients know that they can turn to us before they do any financial dealing, and we provide needed pro and cons, to help guide them to a successful endeavor, whatever that may be. We have been in business for over 25 years and "we know taxes."

About

I'm a CPA who provides bookkeeping consulting and financial reporting, accounting system implementation, internal control design and individual and not-for-profit tax preparation. I specialize in working with not-for-profit entities.

  • 9 years in business
  • 3 hires on Thumbtack
About

Tax preparation, audit consultation and representation. I am also a Notary Public and a Loan Document Signing Agent. I offer bookkeeping services, AR/AP, bank reconciliation, and invoicing. Accepting all major credit cards.

  • New on Thumbtack
About

We offer individual income tax and small business and all states preparation. We also do bookkeeping and payroll for the small business and notary public services.

About

I have been performing accounting, bookkeeping, and tax return since in the past ten years. I enjoy dealing with numbers and I enjoy doing research and more.

  • New on Thumbtack
About

We provide tax preparation for individuals and small businesses, tax audit representation, monthly bookkeeping service, payroll service, and QuickBooks consulting.

  • New on Thumbtack
About

We provide accounting, bookkeeping and tax consultation services, including sales and use tax audit, income tax. Sales and use tax audit representation. We respond to tax notices from governmental authorities.

About

I offer a wide range of bookkeeping, taxation, accounting, and consulting services to individuals and other small businesses. I am committed to provide not only professional service to my clients, but it can also be personalized. I place a high value on thoroughness, timeliness, and accuracy. I do not outsource any data of my clients to other firms or individuals for processing. Many accountants have utilized outsourcing as a strategy to cut costs, but I prefer to maintain and prepare your records myself to adhere to my high standards and to protect your privacy and confidentiality. I am a member of AICPA or American Institute of Certified Public Accountants, and CalCPA or California State Society of Certified Public Accountants as well, both in good standing.

  • 28 years in business
  • 1 hire on Thumbtack
About

We ask the right questions and never lose sight of who we work for....YOU!!!

  • New on Thumbtack
About

At San Jose Tax Services, we have over 10 years of tax experience. Our work stands out due to our first professional and knowledgeable certified tax preparers. Our services are at the most competitive price. We can beat any quoted price.

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