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Browse these tax preparation services with great ratings from Thumbtack customers in Petaluma.
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.
I recommend Darren Reuter for tax preparation.I was shopping around for someone to prepare my taxes at an affordable price and I found him. I had previously used HR Block and Liberty Tax and they were not as affordable as Darren. Also we were able to finish in one sitting which was not the case with the others. Dan is friendly and his office is in a nice old building in beautiful San Rafael.
Filed my first ever 1040 tax form with her! She is the best. Made sure what kind of forms I had so I can file it into my 1040 form. I highly recommend her!
George took over both my bookkeeping and tax preparation. We had a lot of catching up to do and George was focused, knowledgeable, thorough, efficient, and timely. I could not have reconciled all those years without him! I highly recommend George for anyone's personal or business bookkeeping/tax prep needs.
Tamika was fantastic, I needed assistance with tax preparation. She definitely was thorough and very efficient. I was in and out in about 1-1/2 hours. Great experience!!
Darrell at WD Tax Service prepared my 2015 Federal and State Income Tax Return. Darrell was very professional, well versed in what I could and could not deduct and timely. Pricing at WD Tax Service was reasonable and on par to others in the area. With tax season right around the corner I am certain I will contact WD Tax Service and Darrell again.
I rarely write online reviews. However, my experience with Allen preparing my tax returns has been so positive that I want to make sure everyone knows. My interaction with Allen has been exemplary. Allen has prepared tax returns for our family for many years with complete satisfaction. He is extremely knowledgeable and articulate in explaining tax complexities and nuances that can be difficult to understand. More importantly, he takes the time to understand our situation every year and genuinely respects our concerns. As a client, Allen returns all my phone calls promptly and takes the time to explain and review all my inquiries. His customer service is stellar!!! I would highly recommend Allen, and in fact, I have already done so. ~Jan T
Karen Hess did my taxes which included self employment income, investments, Social security, and W2 in a thorough, professional manor. And though the work would have been more expensive with her firm, she did it for the price quoted on Thumbtack.
He was very professional and finished my tax prep within the hour
Betty was excellent, took care of all of my concerns. Very helpful and professional.
Charlie's help was extremely beneficial to my wife and I. When we met, I was $38,000 in debt from student loans. He sat down with me and examined every expense that I have had over the past 8 months. He developed a budget designed to meet my goals, and provided strategies that set me up for success. I am happy to report that within 3 months of meeting Charlie, I am now a $6000 away from being debt free and financially independent. In addition to helping me manage my finances, he offered some tax advice as well. Charlie's work has permeated through every financial aspect of my life. Not only will I be debt free in a few weeks, but I will also be retiring early because of his investment strategies. He is a humble expert in his field, and I am grateful to have his help.
I take pride in doing my best in everything I do. I also embrace change to learn and grow.
At Liberty, our clients are able to enjoy a fun and relaxing experience while we provide excellent customer service.
We are aggressive tax preparers. We help you save every nickel and dime in taxes since the government will tax every single nickel and dime. We offer a free analysis of your tax return and locate where money has been left on the table. We will also take care of the box of receipts and input it into QuickBooks and organize it. We will even pick up your receipts on a regular basis for free. Contact us for a free evaluation and assessment. Let us handle your tax headaches.
Our business stands out in three ways: 1) We offer simplicity, integrity, service and security to all of our clients. This approach results in a stress-free tax/accounting experience. 2) Up front flat fees. 3) All-inclusive services that include unlimited correspondence (via phone, email, or in-person meetings), paperless engagements, and communication with the IRS and state taxing authorities (as needed) regarding our work product, with no additional fees.
We offer full-service tax and accounting services for individuals, businesses and estates. For individual tax clients, we do the following: * emphasize working one on one to get to know you and your specific situation * skillfully analyze your filing needs to ensure you are getting a tax return that is accurate and fair and taking full advantage of all of your allowable credits and deductions * stay on top of the latest tax code and GAAP standards * offer year-round service at our two East Bay locations: El Cerrito and Martinez Our areas of expertise include registered domestic partnerships and foreign tax and income concerns. For our business and accounting clients, we do the following: * Preparation and analysis of financial statements (P&L, balance sheet, and income statement) * Review of business bookkeeping, bookkeeping, and setting up of QuickBooks * Tax planning and consulting throughout the year * Developing a tax minimization strategy * Payroll services and Payroll tax return preparation * Sales tax return preparation * Selecting a proper entity structure (LLC, Inc., and partnership) * Forecasting cash flow * Executing a Section 1031 exchange
My employer keep calling me back.
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
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.
I can help you with your taxes for a low fee. We can meet if possible, or you can provide your information online.