Handpicked from 396 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
Dallo Law Group | Tax Law Firm
IB CPA
Leo Cruz Tax Services
MAK Financial CPA
Morey CPA & Associates
Prominent finalists A-Z in San Marcos
ABC Tax Service
Abbo Tax CPA
Allen Barron
Cashuk, Wiseman, Goldberg, Birnbaum & Salem
Celeste & Associates
Fleetridge Financial
Launch CPA
M.W. Orlando CPA
McKenzie Adams
Pacific Beach Tax Center
Pacific Tax & Financial Group
Paragon Accountants
Pars Financial Corporation
Practicecfo
San Diego Business Advisors
Schwartz & Schwartz
Spaulding Legal
Taxpros+
The Tax Service
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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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MAK Financial CPA
(20)
Tax Planning, Tax Preparation For Businesses, Individual Tax Preparation
“He not only provides excellent tax preparation services but as a result of implenting his recommended tax planning strategies going forward I've been able to realize significant annual tax savings.”
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Morey CPA & Associates
(27)
IRS
Law
Corporate
“I have a strong tendency to procrastinate when it comes to record keeping and paperwork, so the small monthly fee to let them worry about it is a bargain.”
“I have been their client for 2 years now and would highly recommend the firm to everybody that needs assistance with any tax issues, foreign or domestic sincerely, karen”
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IB CPA
(30)
Other Services, Financing, Payroll Services
“I have recommended this incredible firm to two other business owners in my network and they are extremely happy and grateful for the full service bookkeeping and accounting that they are currently receiving.”
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Best of 2023
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.4 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.
“Starting a business is hard enough I but dealing with someone you can trust on taxes is even harder.”
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Pacific Tax & Financial Group
(29)
Office
Tax Laws
Questions
“The cost was only a little more than what I would have paid for the online service but the experience was 100 times better and my return increased by over a $1000.”
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Practicecfo
(29)
Accounting
Tax
Business
“They have been quick in helping us understand the financial ramifications of all the new legislation/guidelines and have been able to help us make fast and ever changing decisions that have gotten us through this time.”
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Paragon Accountants
(12)
Bookkeeping
Responsive
Team
“They have a beautiful office location near my office in downtown San Diego which is convenient but they make it easy to work with them remotely as well.”
“Bryant was incredibly responsive, helped us get our accounting functions set up, and was always looking out for us to make sure we were on top of our financial and reporting requirements.”
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ABC Tax Service
(29)
Amended Tax Returns, Late Tax Returns, Tax Returns For Trusts
“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.”
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Spaulding Legal
(27)
Lien Removal and Avoidance, Payment Plans, S Corp Tax Savings
“Shawn Spaulding accommodated my tight schedule on short notice, demonstrated professional expertise and provided me with tax advice resulting in significant tax savings.”
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Pars Financial Corporation
(11)
Tax
“They communicate very well and are very very engaged in the entire process.”
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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...”
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Pacific Beach Tax Center
(6)
“They always take care of me they are the best I never had a problem since I first started hiring them 5 years ago I think they go way beyond for personal care and really knowing what their clients needs are thank you guys so much”
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McKenzie Adams
(21)
“This organization to me is an exemplary group of hardworking people with nothing but success in their minds to help their clients for a rewarding outcome.”
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Allen Barron
International Tax Planning, Attorney Client Privilege, Domestic Tax Planning
“When an employment opportunity in an engineering firm opened up for me in the United States, I took it and never looked back. Leaving my foreign bank investments intact in my native country, I collected foreign earnings for a few years. Then I learne...”
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Taxpros+
(27)
Business
Professional
Expertise
“They relieved me of the stress and anxiety of the filing complexities, while keeping me appraised of information required and timelines to avoid penalties.”
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Schwartz & Schwartz
(18)
Responsive
Questions
Pay
“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...”
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The Tax Service
(6)
“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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M.W. Orlando CPA
(21)
Team
“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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Cashuk, Wiseman, Goldberg, Birnbaum & Salem
(1)
Quickbooks Training & Support Services, Monthly Compilations of Financial Statements, Certified Audits & Reviews
“Excellent service.”
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San Diego Business Advisors
(5)
“I was behind on my reporting and he made it clear of exactly what I needed to do to catch up.”
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Celeste & Associates
(1)
“We have been using the services of Ron Celeste & Associates for over 30 years.”
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Tax Preparation & Planning Services in San Marcos, CA Cost Estimates