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Find a tax preparer near San Francisco, CA

Find a tax preparer near San Francisco, CA

100+ near you

Find a tax preparer near San Francisco, CA

100+ near you

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Top 10 Tax Preparers near San Francisco, CA

Tax Preparation Services Cost Guide

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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 San Francisco tax preparers
Thumbtack Customer
I hired CPA George Dimov to prepare business taxes for a small corporation. He was very quick to respond, very communicative throughout the process, and extremely thorough. He completed the work quickly, kept me posted every step of the way, and was very patient with my questions and feedback. I recommend him if you're seeking help with accounting or tax preparation needs.
George Dimov, CPAGeorge Dimov, CPA
Julia M.
I highly recommend Blaga and her team for your small corporation tax preparation. She had many good ideas on how to plan better for taxes next year and also reviewed my personal return to fully understand my situation. Thank you so much!
Tax And Business Solutions  MBA,EATax And Business Solutions MBA,EA
Marc F.
I had an issue with my taxes prepared using a software online and needed to amend. KDA team did an amazing job helping me on that issue in an extremely professional and timely manner. Not only I would recommend their work but I’ll also file my taxes with them next year!
KDA ACCOUNTING GROUP, INCKDA ACCOUNTING GROUP, INC
Tsvetan P.
George Dimov and his team prepared tax returns for me and my wife. They were fast, answered all our questions and addressed all of our concerns. Will hire again.
CPA Accounting & ConsultingCPA Accounting & Consulting
Lee A.
Working with Charlotte to do our taxes was a great experience for my wife and I! Our taxes were more complicated this year now that my wife has started working freelance for her own business, so it was super helpful to have a dedicated pro available to answer questions and fill out all the necessary forms needed to minimize our tax bill. Not only did Charlotte painlessly fill out our tax forms for 2018, but she also gave us many tips on how to take actions to better prepare for taxes for next year and beyond.
Charlotte's Webb Financial ServicesCharlotte's Webb Financial Services
Thumbtack Customer
John Nodohara did a great job working with me to prepare my taxes and was able to get me a great return even though my individual situation was a little complicated. Thanks!
Nodohara & Associates
Angela R.
Troy is a fantastic tax preparation expert. He has over 5 years of experience working at H&R block so he has all the knowledge of a true tax pro. Unlike the big firms, Troy truly cares about his clients and spends time with them trying to maximize their refunds. He also takes time to explain tax implications and laws. I learned so much about taxes after the first meeting! He's friendly and arrives on time. My refund was significantly higher than what I would have gotten at a big firm.
Troy Danielsen Tax PreparationTroy Danielsen Tax Preparation
Thumbtack Customer
The job went well. He was friendly and professional to deal with. He assisted me with tax preparation and assisted me with understanding my liabilities as a Canadian consulting in the United States. We had a minor hiccup with some missing details relating to the special tax considerations of a consultant like myself, but he was very apologetic and fixed the problem. I would recommend Jofi.
Jofi Joseph CPA Tax ServicesJofi Joseph CPA Tax Services
Jean-Philippe F.
Working with Sean to have my tax return prepared and filled was smooth, efficient and a great experience, and truly relieved me of the burden of dealing with different sources of income. Sean made sure to have an initial phone call to discuss what were my needs, and I was then able to upload all relevant documents to a simple and user-friendly portal. Sean was also super responsive to my emails and questions. Will definitely come back for next year.
Sean O'Keefe, CPASean O'Keefe, CPA
Thumbtack Customer
I had received an IRS audit letter on real estate activity with a relatively hairy backstory. It's one of the scariest letters that I wish upon no one. But I desperately wanted the right professional to help me manage the response in the best possible way, while not paying an outrageous fortune for office overhead.. So I decided to try looking for help on Thumbtack. I received numerous quotes, some from providers with more reviews than Jennifer because they've been doing this longer. But while I was vetting everyone with questions, Jennifer was the most responsive by far, with excellent communication. That was an important sign of service level to me, so I decided to give it a shot with her, and never looked back!! Jennifer was so knowledgeable about the inner workings of IRS - the triggers they're sensitive to, how to best prepare filings and responses to the client's advantage within legal limits, historical cases she has seen. She was extremely detail-oriented, organized and thorough in her work - all especially important traits in a tax professional. She communicated clearly and frequently, and most importantly, gave me great advice about different options and their consequences. I needed not only a great do-er, but most importantly a trustworthy advisor on my side for this one, and she was exactly all of that. I'm very grateful for her essential help with this harrowing experience, and wanted to write this review so other folks can benefit from the same great help I received. Now the IRS has responded saying they accepted the response she helped me prepare - the best possible outcome I could hope for. I was so pleased with her professionalism that I had asked her to be our tax accountant going forward for my fiancée and I, before even knowing the outcome of our IRS audit. Would recommend her without reservation for anything tax related.
Pacific Breeze FinancialPacific Breeze Financial
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