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San Marcos Accountants

Browse these accountants with great ratings from Thumbtack customers in San Marcos.

Tinas Taxes
4.9
from 135 reviews
  • 10 years in business
  • 216 hires on Thumbtack
Danielle S.
Verified review

Tina made me feel completely comfortable while i was totally nervous with past due taxes. She knows her business and gets the job done! Her knowledge will help you through all your tax needs. I had best experience and I will refer anyone who needs tax and bookkeeping services to her.

CKYFS
4.7
from 41 reviews
  • 9 years in business
  • 84 hires on Thumbtack
Nancy G.
Verified review

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.

Top Pro
  • 14 years in business
  • 37 hires on Thumbtack
  • Top Pro on Thumbtack
James T.
Verified review

John was very responsive and available to address my questions and concerns regarding current and future tax return filings. He made several recommendations and was completely transparent and unselfish in finding the most cost-effective option, which in my case, was to go back to my current preparer and ask him to explore the changes. He is conscientious and I highly recommend him for your tax and accounting needs.

Denali Accountants
5.0
from 16 reviews
  • 4 years in business
  • 12 hires on Thumbtack
Scott W.
Verified review

I am writing this letter to recommend Sharon Burns to anyone who is looking for the best of the best in the world of accounting. Sharon has been the most professional and studious accountant that I have ever had the pleasure to work with. Sharon has worked with me for the past 6 months. She came to my company while there were many issues with our accounts and quickly reviewed, corrected and advised us on how to move forward in the most appropriate way. I was so pleased with the job she performed. She has been someone I could count on to always perform impeccably and has been a tremendous asset to my company from day one. I am so pleased with her work ethic and expertise that I am compelled to let others know just how valuable I have found her to be. While working for me, she has been responsible for preparing monthly statements and financial reports for clients and investors. Her knowledge of taxes and computations, advising clients on budgets and forecasts, administering payroll and coordinating audits is way above what I have experienced with other bookkeepers and accountants. I hope to keep her around for as long as she is willing to work with us. She has always been committed to excellence and can work well under pressure and against tight deadlines. Sharon is highly detail oriented, a trait that has served her well during his time here. She is enthusiastic and energetic and has earned the admiration and respect of everyone here. One of Sharon’s talents is working thru the changing regulations and requirements of my industry and she has always identified issues and problems before they became real issues and problems. Sharon is a favorite bookkeeper/accountant among new businesses in the community as she has a talent for determining the viability of a business idea and recommending adjustments to make the idea more feasible as an actual business. She is an expert at helping new companies formulate a business plan and obtain the necessary financing as well as helping them set up their initial bookkeeping and financial reporting systems. It is with great pleasure that I recommend Sharon Burns to anyone who wants their books in order and monitored by the best. I am confident that she will be an asset to your company. Best Regards, Scott Wright President National Botanicals, LLC

Lori A. Riccardi, CPA
4.9
from 14 reviews
  • 3 years in business
  • 19 hires on Thumbtack
Natasha R.
Verified review

Lori was excellent to work with, she went above and beyond for me. She was very prompt with answers to any questions I had and took care of everything for me. I would definitely recommend her for any accounting or tax needs.

Top Pro
LAUNCH CPA
5.0
from 12 reviews
  • 6 years in business
  • 18 hires on Thumbtack
  • Top Pro on Thumbtack
Eve K.
Verified review

Bryant has been a godsend, literally. He is currently helping us with all our accounting needs and we hope to have a long lasting relationship with him. We are a startup company and made many, MANY beginner errors! So far Bryant has been patient, supportive and knowledgeable with all our needs. He is wonderfully communicative and resourceful, and I am impressed with his ability to jump in and tackle the mountain of accounting work and myriad problems we presented to him. My only regret is not hiring him months ago. I believe with Bryant's guidance we can get back on track and achieve greater success. If you are looking for help, it's definitely worth your time to talk to him!

Top Pro
  • 7 years in business
  • 12 hires on Thumbtack
  • Top Pro on Thumbtack
Lourdes M.
Verified review

Jose Gonzalez was amazingly efficient and kind with me. He gave me an appointment the same week I contacted him. When we talked, I felt secure my taxes return was in good hands. Everything ran easy and clearly at a reasonable price. I am satisfied I chose Jose as my accountant this year hoping will be the same for next. I highly recommend Jose Gonzalez (Neza Financial &Insurance Services) as accountant for taxes issues.

  • 24 years in business
  • 14 hires on Thumbtack
Sandra B.
Verified review

Kamal Verma has been our tax accountant since 2005. We always recommend her company to our friends, family and associates. Her fees are reasonable and she always does her best to save us money. We own a small internet retail business and have been struggling with a very low profit margin, especially since the economic downturn in 2008. Recently, with escalating energy prices, our product costs sky-rocketed by over 25%. Kamal, as a valued consultant, diligently strives to help us through these hard times, by suggesting strategies and making certain we are monitoring our cash flow correctly. In short, Kamal has essentially become a valued "business partner" and a dear friend.

Count4u
5.0
from 7 reviews
  • 3 years in business
  • 7 hires on Thumbtack
John S.
Verified review

Merry has been working for me from 2004-2015, doing my bookkeeping and tax preparation, as well as managed my rental property as well as handled all my personal affairs during my deployments (retired navy) over the years. Including – banking affairs, tax organizers and planning, communications with tenants including collections, interview and screening, and credit checks. I have complete trust in Merry and she acted as my POA on all my deployments, and complete authorization on all financial accounts. She is very trust worthy and complete in her responsibilities. As an accountant her bookkeeping was always timely and complete. Since I am now retired and out of the rental business her services are only used for tax preparations, but she will always be a trusted and valued friend. John Straub

Velasco Solutions
5.0
from 5 reviews
  • 12 years in business
  • 3 hires on Thumbtack
Sam C.
Verified review

Emma does a great job with our bookkeeping. She is very organized, time efficient and knowledgeable. I highly recommend her!

Ultimate Resource
5.0
from 2 reviews
  • 28 years in business
Dennis R.
Verified review

Kimi has a full understanding of what costs an employer in terms of Workers Compensation, Group Health and Commercial General Liability. She works diligently with me to provide payroll and sales projections, forecast Audits for a client, and closely review classifications to make sure they are proper for the business owner. Working with many businesses, Kimi has a strong view of what affects the cost of insurance. She works with different Agents and Brokers to maintain Open Dialogue on issues that affect the clients she cares for.

JRB Management LLC
5.0
from 2 reviews
    Anthony L.
    Verified review

    Excellent communication skills, very detailed and was able to help me to understand the accounting side of my business. I know you use her services once a month for my business and it works great!

    JET SEVEN ACCOUNTING
    5.0
    from 1 review
    • 1 year in business
    • 2 hires on Thumbtack
    Jim D.
    Verified review

    Lydia went above and beyond to make sure I was well taken care of. She was very genuine, accommodating, and patient. I would definitely recommend to anyone. Thanks again Lydia!

    About

    I'm not a generalist, I specialize in taxes. I've had clients stay with me for decades because I consistantly get results and save them money.

    About

    Owning my own business for 20 years give me a unique perspective for any small business owner. I have a bachelors's degree in accounting and over 20 years experience with Quick Books. I can handle your accounting, payroll and organizational needs. Some of the services I can provide: Payroll, Inventory, WIP, Prevailing Wage, A/R, A/P, Journal Entries, Accruals, Clean up Item List, Sales Tax, Workman's Comp, Bank Reconciliation, Start up and wind down of business. I will work with your current tax professional to make sure you have reliable accounting information to file your returns.

    About

    We provide monthly accounting and payroll services to our clients, along with providing income tax preparation. Please check our website for all services we offer.

    About

    My services' features are the following: • Professional with focus on finance and cost efficiency environment, with SAP, using project accounting. • Skilled at developing and executing targeted business initiatives that drive growth, achieve sales goal, and enhance bottom-line profits, knowledge quantitative statistical analysis, budget, accounting, and forecasting. • Strong communication and influencing skills to work effectively with all levels of management in both orally and in written form, including experience creating and presenting formal and informal reports (hoc) and other findings to executive management, and client groups, complete understanding of accounting theories, concepts and principals. • In the developing of my profession, I have acquired experience in management of personnel, analysis, and financial planning, and ease the implementation of agreements with customers or suppliers, also can manage the performance of financial indicators, tax saving, customers, suppliers, and internal controls process

    About

    My services include the following: * all accounting * AR * AP * month- and year-end close * HR * lease review * 401K administration * GL * reconcilitaions

    • 1 hire on Thumbtack
    About

    Linda accounting training has more than 5 years of experience in providing entry level, intermediate, and advanced lessons.

    • 37 years in business
    • 1 hire on Thumbtack
    About

    I do financial services, accounting, bookkeeping, A/R, A/P and record maintenance. I also do tax preparation and tax returns. This is for individual 1040, C corporations, S corporations, LLC corporations and nonprofits.

    About

    I'm forever passionate about numbers and tech! I am joyfully serving the accounting, bookkeeping, and technology needs of businesses and individuals in Southern California for 28 years! Having been gifted with a talent and passion for numbers, I want to give back! I want to be the first to raise my hand high to offer my accounting and business expertise. Over the past 35 years (I started my career when I was 2 years old - lol!) I have had the honor of working in a field that 'lights me up'. Even after all these years, I still consider a balanced bank statement or accounting report a cause for a celebration! Hard work and an acute understanding of business operations and the fortitude required for success is no stranger to me or my work ethics. My experience is diverse and spans an extremely wide variety of duties in fields from construction to medical, real estate, and manufacturing, to name just a few. I am always willing to pitch in to do whatever it takes to accomplish the task at hand and help in any way possible. Extra mile effort is one of my mottos, both personally and professionally. To me, accounting is far and above just working with numbers. In many ways, it is an endlessly fascinating, ever changing story displayed in specific categories. Using creative thought can enhance the complexion and texture of the story and shed light on areas of need or attention. Throughout my years of accounting work experience just about everything imaginable (and unimaginable) has crossed my desk in one form or another. I have been afforded opportunities to address and effectively handle and deal with far more than I could possibly present in a resume. I bring with me extensive experience, skills, and expertise, which will lend deeply to any accounting endeavor. Having worked with tremendous diversity will also be of great value as I have dealt with many of the challenges facing a variety of businesses first hand. Over the years, I have held a variety of accounting positions advancing from a clerk in the '80s, to controller, and most recently controller/CFO/CEO where I was privileged to serve an amazing spectrum of clientele. To say I am incredibly passionate about accounting and business would be an understatement. I have worked with various main frame applications and numerous accounting related programs; many of them since their infancy. I have led accounting teams, actively participated in a team, and have worked independently. I am reliable, energetic, trustworthy, and take immense pride in my work.

    Q & A

    Answers to commonly asked questions from the experts on Thumbtack.

    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.

    What is an accountant?

    Accountants are financial professionals who have received an accounting degree from a four-year university or college. By trade, accountants prepare, maintain and examine the financial statements of an individual, business or institution. An accountant prepares reports for tax purposes and can also perform audits of public companies. Common tasks include creating budgets, analyzing profits and losses of a company, processing payroll, preparing financial statements for company leadership, and creating and maintaining financial database systems for a company.    

    Accountants do not automatically have a Certified Public Accountant (CPA) designation unless they have passed the Uniform CPA Examination and received the proper license. Regardless of whether they are CPA certified or not, accountants can assist businesses and individuals with bookkeeping and financial reporting, while CPAs are more knowledgeable in tax codes as a result of the CPA licensing examination and continuing education requirements. CPAs are also eligible to represent clients before the IRS if audit support is required, while a non-CPA accountant is not. Academic background, years in the field and professional reputation all can affect an accountant’s rates.

    Check out the average hourly rate for accounting services in your area.

    How much does it cost to hire an accountant?

    Accountants’ rates vary based on their education, licenses, experience, and the work for which they are being hired. An accountant may charge an hourly rate when a company or individual needs their services on a short-term basis, such as when performing an audit or requesting assistance setting up a financial database or process. Hourly rates can range as widely as $40 per hour to $300 or more per hour, depending on your geographic location and the accountant. Check out the average hourly rate for accounting services in your region.

    Accountants may offer a package rate for weekly, monthly or annual services to reward ongoing customers. Many accountants offer online services where small businesses can access online accounting software and payroll assistance, and the accountant — for a monthly or other recurring fee — provides financial analysis and reporting of their numbers. For basic monthly accounting services, an accountant might charge anywhere from $75 to $500 or more, depending on what was included in a given package, the size of the client’s business, and the complexity of work requested. Nationally, full-time staff accountants earn between $40,000 and $80,000, depending on experience and other factors.

    How much does it cost to get taxes done?

    Hiring a professional to help with income tax preparation can be priceless. Pro help can mean no mistakes and a maximized tax return. The cost to get your income taxes done depends on the professional you hire. Tax attorneys or in-demand CPAs will often have the highest rates for their services. Next in the pricing tier are enrolled agents, who will usually have higher rates than individuals solely working with a preparer tax identification number (PTIN). Nationally, the average cost of income tax preparation ranges from $150 to $190. Income tax preparation prices can also vary based on where you live and the complexity of your tax returns. Here are some examples of average income tax preparation prices from an enrolled agent:  

    • Taxpayers filing only a W-2 tax form: $50.
    • Taxpayers filing a W-2 along with additional tax forms such 1099-INT and 1098-E: $150.
    • Taxpayers with several tax forms and one or two additional considerations such as a rental property, investment transactions, K-1 income, 1099-MISC or a simple small business: $225.
    • Taxpayers with multiple activities (rentals, K-1 income, small business, etc.), several stock transactions and more: $395.

    Nationally, the average hourly rate nationally for a tax prep professional ranges between $150 and $450.  

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