Santa Rosa, CA
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Santa Rosa Tax Consultants

Browse these tax consultants with great ratings from Thumbtack customers in Santa Rosa.

Top Pro
  • 11 years in business
  • 66 hires on Thumbtack
  • Top pro on Thumbtack
Sophie W.
Verified review

Overall I am very satisfied with Brian's help on my tax return. He was very approachable and happy to answer questions to me, as the system was very new to me. His initial questionnaire opened up some opportunities to claim tax back, for example for my move which I would not have thought of. I ended up with a nice return expected and confidence to have all steps covered, which is important for me as the US system can be scary. Only con I have to mention, but don't want to deduct a star for, is that my surname was misspelt and some addresses were incorrect in the first draft so I just recommend to review it before e-filing. Thanks Brian and maybe speak next year?

Top Pro
  • 26 years in business
  • 66 hires on Thumbtack
  • Top pro on Thumbtack
Rod W.
Verified review

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.

Franklin Tax Solutions
4.6
from 15 reviews
  • 16 years in business
  • 34 hires on Thumbtack
Susan M.
Verified review

Quick response, knowledgeable about international tax issues, open about charges.

RCO Tax
5.0
from 8 reviews
  • 7 years in business
  • 13 hires on Thumbtack
David G.
Verified review

I got my personal and business taxes filed with Farshad. He was very professional and helped me maximize my deductions. If I were to do them myself I wouldn't have gotten nearly as much money back. I will definitely work with Farshad again next tax season!

CPA Accounting & Consulting
5.0
from 12 reviews
  • 10 years in business
  • 6 hires on Thumbtack
Aliya H.
Verified review

George provides outstanding, quality tax services from start to finish. As a new business owner, George helped me file my business and personal taxes with ease. He is highly attentive, very responsive, professional and knowledgeable about the business. He works with you to accommodate your needs and makes himself available for any questions or concerns. It is clear that he really enjoys what he does and appreciates his clients. I highly recommend him and his staff!

WD Mobile Accounting & Tax
5.0
from 6 reviews
  • 3 years in business
  • 12 hires on Thumbtack
Wayne G.
Verified review

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.

KAREN HESS TAXES
5.0
from 4 reviews
  • 6 years in business
  • 10 hires on Thumbtack
Daniel M.
Verified review

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.

LBS Tax & Accounting
4.8
from 4 reviews
  • 7 hires on Thumbtack
William F.
Verified review

He was very professional and finished my tax prep within the hour

ALTIUS
5.0
from 5 reviews
  • 13 years in business
  • 11 hires on Thumbtack
Gavin R.
Verified review

Allen and his team were very responsive and professional. Before year end, I needed help with Quickbooks clean-up and tax planning. Through his advice, I not only found ways to substantially lower what I would have owed for the year, I now no longer have to worry about how things will turn out in April because he already let me know what my return will be. I would recommend Allen and anyone at his firm to business owners that are looking for the comfort that they are receiving the highest level service and the best advice.

  • 1 year in business
  • 6 hires on Thumbtack
Emma W.
Verified review

Troy is great to work with and easy to talk to. He knows his tax info, and if you have any questions, he's always happy to answer them. He's done my taxes two years in a row and I wish I'd known him prior to those two years, he's helped make tax time so much less stressful! I highly recommend him!

Vance Economic Services
5.0
from 2 reviews
  • 31 years in business
  • New on Thumbtack
Margarita T.
Verified review

He responds to your tax issues as if he was doing his own.

Accuracy Consulting
5.0
from 1 review
  • 2 years in business
  • 1 hire on Thumbtack
Joe B.
Verified review

I've worked with this company for a long time. They're very attentive and they've always been great about working with me when odd problems do come up. They help me come up with great accounting solutions. I would recommend that anyone work with them.

Do-It-Right Financial
5.0
from 1 review
  • 24 years in business
  • New on Thumbtack
Christi S.
Verified review

David is prompt, professional and proficient. I use Quick Books to manage my everyday expenses and am usually in need of some help especially during tax time. I've met with David three times and he always resolved any issues and is also a very pleasant person. Being new to the area I highly recommend him and am really happy to have found him.

About

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

About

I provide business consulting services of all types, from strategy to accounting. I have reasonable rates, and I am able to travel.

  • 2 hires on Thumbtack
About

Efficient.

About

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.

About

We provide payroll, bookkeeping, and income tax services to sole proprietors, partnerships, corporations, and LLCs.

  • 20 years in business
  • New on Thumbtack
About

Providing individualize service during a stressful time in your life.

  • New on Thumbtack
About

At Liberty, our clients are able to enjoy a fun and relaxing experience while we provide excellent customer service.

  • New on Thumbtack
About

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

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