Handpicked from 111 vetted & reviewed Tax Preparation & Representation companies in the San Marcos area, explore the top 5 standout choices among the selected group of 24 finalists.
Learn how we score.
Top-rated companies A-Z in San Marcos
ABC Tax Service
Abbo Tax CPA
IB CPA
Leo Cruz Tax Services
Practicecfo
Prominent finalists A-Z in San Marcos
Allied Tax Advisors
Dallo Law Group
Fleetridge Financial
Hoffman & Associates
Launch CPA
M.W. Orlando CPA
Madden CPA Group
Mobile City Tax Services and Wireless
Morey CPA & Associates
Office Tax Services
Pacific Tax & Financial Group
Pars Financial Corporation
Pierre Tax and Wealth Management
San Diego Business Advisors
Schwartz & Schwartz
Spaulding Legal
Taxpros+
The Tax Service
V&R Associates
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Leo Cruz Tax Services
(1)
“This place really helped me with all the difficult things I couldn't understand.”
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IB CPA
(50)
Other Services, Financing, Payroll Services
“I am a lay person when it comes to taxes and have always bounced from person to person because no one ever seems to help me understand what is going on during the process.”
i
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Abbo Tax CPA
(50)
Industries We Serve, Tax Preparation Services
“I have learned so much about running a small business in a short amount of time - it's been the equivalent of taking a business course and I am learning things that I could never learn from the internet alone.”
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Practicecfo
(50)
Meetings
Success
Accounting
“They have paid for themselves many times over through their professional expertise whether by saving on taxes through strategy or advice on investments or helping find the right people for whatever dilemma I need assistance with.”
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ABC Tax Service
(46)
Knowledge
Price
Questions
“I've been going to him for over 13 years for all my accounting needs and he has never failed to get the best returns possible or help me work through any issues with the IRS.”
i
Best of 2024
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
99 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
“So glad we did because Darren explained everything that he was doing in detail (unlike H & R Block) and we learned a lot about our rental property and much more.”
i
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Office Tax Services
(50)
Organized
Precision
Bookkeeping
“My partner and I have are newer business owners with an LLC, and Cristina has been so helpful every step of the way with business suggestions, saving us money, and how to make everything super easy for taxes.”
i
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Taxpros
(49)
Feel
Matter
Expertise
“I want to express my deepest appreciation to Brenda for her dedication and the amount of time she spent with me in reviewing my past taxes which was done by another tax preparer.”
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M.W. Orlando CPA
(42)
Tax Return
Small Business
S Corporation
“I had a lot of tax issues to clean up from an old business, and Mark was able to update all my tax returns and work out all the questions with the IRS.”
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San Diego Business Advisors
(25)
Understand
Polite
Knowledge
“San Diego Business Advisors has impressed me from the beginning with their in depth knowledge as well as their desire to fully understand my business and my goals.”
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Pierre Tax and Wealth Management
(48)
Questions
Uncle Sam
Knowledge
“A text lead to a phone call and a couple weeks later, my previous years returns were amended, my liability reduced to nothing and we managed to capture a hefty return for the current year.”
i
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Pars Financial Corporation
(14)
“They really know what their doing, with the principal being an IRS Enrolled Agent (so you know they have your [tax] back even if you're NOT getting audited).”
i
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Allied Tax Advisors
(34)
Organization
Financial
CPA
“I can't speak highly enough about Michale, his quality of his work, the responsiveness of his communication and the overall thoroughness of his office.”
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Dark Horse Cpas
(50)
Work
Information
Team
“For example, in the last year Dark Horse has proactively contacted clients with a novel savings strategy; opportunity zone coverage, and comprehensive coverage of all the Covid-19 government relief programs.”
“I like getting into the details of our books and metrics, and Bryant was adaptive and listened to our needs and helped us set up the type of system that makes the most sense for our business.”
i
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Morey CPA & Associates
(33)
Management
Calls
Knowledge
“Been using Morey CPA for years and have had to do a number or revisions to my annual taxes due to late 1099's and they have always done an outstanding job helping me with my returns.”
“As our business grows and our payroll requirements get more complicated, Taras's knowledge and ability to handle our certified payroll continues to allow us to take on more complex projects.”
i
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V&R Associates
(32)
Team
Understanding
Knowledge
“Overall, I want to emphasize that I was very satisfied with your services and would not hesitate to recommend you to others in need of tax accounting assistance”
i
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Dallo Law Group
(27)
Levy Release, Foreign Bank Accounts (Ovdi), Employee Retention Tax Credit Audit
“Everyone at Dallo Law Group, from the receptionist to the attorneys I worked with, Michael and Brandon, have been so knowledgeable and also so kind and caring.”
i
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Schwartz & Schwartz
(22)
Team
Pay
Responsive
“Schwartz & Schwartz have been our family and business accountant ever since we moved to San Diego in 2005 and we would not even consider going to anyone else...”
i
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Fleetridge Financial
(2)
Investment Management, Business Consulting, Asset Management
“I am a small business owner and I came with a big list of questions regarding state and federal taxes, sole proprietorship vs LLC, business income and expenses, liability insurance, investment accounts and deductions, subcontractors vs employees, etc...”
i
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Mobile City Tax Services and Wireless
(50)
Smiles
Mind
Small Business
“They took the time to explain the various tax laws and regulations to me in a way that was easy to understand, and they answered all of my questions patiently.”
i
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The Tax Service
(10)
“Barry is an outstanding person I've only had great experiences when I've used his services, he's been my go to guy for at least 11 yes thank God I was introduced to you”
i
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Spaulding Legal
(25)
Lien Removal and Avoidance, Payment Plans, S Corp Tax Savings
“Writing reviews aren't my forte, in fact I had to jump through hoops to recover my Google account so that I could write this one, but it was a chore worth doing.”
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Tax Preparation & Planning Services in San Marcos, CA Cost Estimates