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Best Tax Preparation Services in Pleasanton, CA

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Best Tax Preparation Services in Pleasanton, CA

SNP Tax & Financials

SNP Tax & Financials

 3015 Hopyard Rd ste m, Pleasanton, California, United States
  •  609-772-4641 (Pin: 24271)
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Established Since - 2011

From the Business : I am one of the most distinguished Financial & Taxation Services in Pleasanton, CA. I specialize in Bookkeeping,Business Tax Planning,Financial Planning,Income Tax Filing,Income Tax Preparation,Payroll Processing,Tax Preparation Services SNP Tax & Financials founded by professionals with over 10+ years of experience to handle all types of Individual, Business Tax filings and Business formation, etc. We have great expertise in finance, bookkeeping, taxation, and business consulting.We know tax. More importantly, we thrive on relieving our clients’ workload, freeing them from ...

Alam One Stop Tax And Accounting Services INC

Alam One Stop Tax And Accounting Services INC

 Serving the Pleasanton Area
  •  424-400-2358 (Pin: 11539)
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Experience - 20
Languages Known - Urdu, Bengali, English, Hindi

From the Business :

Alam One Stop Tax and Accounting Services in San Jose, CA offers a variety of financial services to make your life easier. We provide Tax Preparation and Accounting Services. Tax firm owned by Mahbub Alam.Services offered include: Bookkeeping, Payroll Preparation, IRS Representation, Tax Preparation, Sales Tax Preparation & H-1B Visa Preparation. At Alam One Stop Tax and Accounting Services, we take pride in providing the San Jose community with trusted, professional tax, accounting, and payroll solutions. Since our establishment in 2015, we’ve built a reputatio...

Sandu Wealth Builders

Sandu Wealth Builders

 Serving the Pleasanton Area
  •  848-800-2070 (Pin: 97671)
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Experience - 5
Languages Known - Telugu, English, Hindi

From the Business : Sandu Wealth Builders is a financial services firm dedicated to helping individuals and businesses achieve financial growth and stability. The company specializes in wealth management, investment planning, and strategic financial solutions tailored to clients’ unique goals. With a commitment to financial education and smart investment strategies, Sandu Wealth Builders provides expert guidance to build and preserve wealth over time. Whether assisting with financial planning, asset management, or long-term investment strategies, the firm focuses on empowering clients with the knowledg...

Sure Financial And Tax Services

Sure Financial And Tax Services

 Serving the Pleasanton Area
  •  862-350-0123 (Pin: 26962)
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Experience - 5

From the Business : We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our b...

Northeast Solution CPA

Northeast Solution CPA

 Serving the Pleasanton Area
  •  512-515-9579 (Pin: 70109)
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Experience - 15 Years
Languages Known - English

From the Business : Deepak Malhotra is a Certified Public Accountant (CPA) practice based in Edison, New Jersey. Deepak Malhotra can assist you with your tax preparation, planning, bookkeeping, and accounting needs. He is an IRS registered tax preparer in Edison, New Jersey. If you are a taxpayer or a small business owner and looking for some assistance in tax filing preparation then Deepak Malhotra can be of assistance to you. For more details contact him. We use unique approach to identify the areas where planning is required to save taxes. We plan for your future by advising you best way to manage ...

Raman Abrol CPA

Raman Abrol CPA

 Serving the Pleasanton Area
  •  848-225-8847 (Pin: 45496)
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Experience - 16 Years
Languages Known - English
Internal Audit

From the Business : If you are looking for an accounting firm that will cater to your needs then you have come to the right place. We know that what works for one client-be it a small business or an individual-is not necessarily the solution for another. Our firm is one of the leading firms in the area. By combining our expertise, experience and competence of our staff, each client receives close personal and professional attention. Our firm’s reputation reflects the high standards we demand of ourselves. Please, feel free to browse our website to see the services we offer as well as the many help...

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

 Serving the Pleasanton Area
  •  620-450-4636 (Pin: 62496)
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Experience - 25 Years
Languages Known - English

From the Business : Rashmi Satyadeo CPA in New York is specialized in Accounting services, financial consultant new york, Taxation services, Tax Preparation services, Book Keeping, Business Related services, Payroll Processing and Finance & Accounting Training. They are servicing throughout the United States and Canada. Some of the following services they are well versed are Business Incorporation, End Wage Garnishment, IRS (Internal Revenue Service) Audit, Past Tax Collection, Reduce IRS Penalties and Release IRS Levy. For years, Rashmi Satyadeo CPA has been providing high quality, personalized fi...

Numeric Nexus LLC

Numeric Nexus LLC

 Serving the Pleasanton Area
  •  551-303-6990 (Pin: 42948)
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Experience - 15 Years

From the Business : We are one of the most distinguished Financial & Taxation Services in Princeton, NJ. We specialize in Accountant Services, Bookkeeping, Business Entity Selection, Financial statement Analysis, Foreign Accounts Disclosure, Income Tax Filing, Income Tax Preparation, Incorporation Service, International Tax Consulting, Payroll Processing, Personal Tax Planning, Tax Consultants Services, Tax Preparation Services

SK Tax Associates

SK Tax Associates

 Serving the Pleasanton Area
  •  301-686-5058 (Pin: 16678)
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Established Since - 2014

From the Business : We are a full-service Accounting firm licensed in IL. We provide best bookkeeping services. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Realtime Finance Fix USA LLC

Realtime Finance Fix USA LLC

 Serving the Pleasanton Area
  •  516-518-8867 (Pin: 38410)
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Experience - 15 Years

From the Business : Real-time FinanceFix. My name is Anand Balakrishnan, and I bring 20 years of accounting experience in North America to the table. Holding an MBA in Finance & Accounting, I have effectively served as a CFO for a medium-scale company, guiding organizations through their financial complexities. At Realtime FinanceFix, we are committed to delivering exceptional advisory services tailored to meet your specific requirements. Real-time FinanceFix is a seasoned accounting services provider with nearly two decades of experience catering to small businesses. Our array of services encompas...

WhizHub Taxes TAX ITIN FBAR STIMULUS

WhizHub Taxes TAX ITIN FBAR STIMULUS

 Serving the Pleasanton Area
  •  301-686-5058 (Pin: 96974)
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Experience - 15 Years
Languages Known - English
Tax Filing and ITIN for dependents, IRS and Sales Tax Audits

From the Business : Once again, tax season is here! and WhizHub will be pleased to invite you, to have your tax return prepared by our professional employees. Our mandate is to provide quality service at a fair price. We are also committed to be accessible to you for any questions that you may have thereafter. We are open year around to meet these goals.We are IRS authorized E-file provider and ITIN Acceptance agent and specialize in personal taxes and ITIN applications. Thank you for the opportunity and the privilege to introduce the services offered by us:--Free Refund Estimate with pre-filing consul...

NRI Tax Group

NRI Tax Group

 Serving the Pleasanton Area
  •  424-400-2358 (Pin: 73275)
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Experience - 15 Years
Languages Known - English, Punjabi, Hindi

From the Business : NRI Tax Group provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Ankita Amin CPA LLC

Ankita Amin CPA LLC

 Serving the Pleasanton Area
  •  631-443-3482 (Pin: 83262)
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Experience - 15 Years

From the Business : Ankita Amin CPA, CA is a managing owner of the firm. She has experience of 5 years working in India and 9 years working in USA in the field of accounting, taxation, auditing, and financial consulting. She aims to provide quality services to her clients on all aspects of taxation and financial services Being in business has many tax filing obligations such as sales tax, payroll tax, corporate franchise tax, federal & state business tax returns (corporation/partnership), federal informational returns, and individual tax returns. We can assist you by preparing the required forms a...

Goalseek Shared Services Pvt Ltd

Goalseek Shared Services Pvt Ltd

 Serving the Pleasanton Area
  •  586-999-9901 (Pin: 28552)
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Experience - 15 Years

From the Business : At GoalSeek, We have got a team of enthusiastic cutlets providing clients, Accounting, taxation, and Payroll related Services. Working with over 150 clients on a monthly basis for their Bookkeeping and Tax planning, our team is expert and passionate in this field. We aim to create value for a client and make sure that they get value for their money they spend on us.

Devesh Pathak CPA

Devesh Pathak CPA

 Serving the Pleasanton Area
  •  617-299-8445 (Pin: 65546)
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Established Since - 2003
Languages Known - English
IRS and Sales Tax Audits

From the Business : Devesh Pathak CPA in Houston is specialized in Financial and Taxation services, Tax Consultants services and Tax Preparation services. They are servicing throughout the United States and Canada. They are also skilled in providing the following services like Corporate Tax, Federal State Tax Filing and Tax Implications. They have over 10 years of experience in financial and taxation services. They can be reached only on weekdays from 9:00 to 17:00. They strongly believes that your need their need and your satisfaction is their reward. They go beyond Financial Statements, Audit and Tax...

Dattani & Partners, CPA

Dattani & Partners, CPA

 Serving the Pleasanton Area
  •  408-560-4939 (Pin: 95854)
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Experience - 15 Years

From the Business : Over 11 years, our team has been managing your business accounting and tax needs. We are your partners in ensuring compliance while you strive for personal & financial growth so you accomplish new heights every year. Our team is dedicated & focused on your success and helps you to achieve your set goals with high standards of excellence and professionalism. With our experience in the tax industry and updates occurring in tax laws and other areas every tax year, we have served individuals and businesses in varying industries, including technology, retail, wholesale, child car...

Agog Financials, Inc. Financial And Taxation Services

Agog Financials, Inc. Financial And Taxation Services

 Serving the Pleasanton Area
  •  301-686-5058 (Pin: 02396)
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Experience - 5 Years
Languages Known - English, Hindi
FBAR Filings

From the Business : Agog Financials, Inc in Mc Lean is specialized in Tax Consultants Services, Tax Preparation Services, Book Keeping, Payroll Processing and Finance and Accounting Training. They are servicing both in US and Canada. They are expertise in FBAR fillings. They offer their clients with the most timely and authoritative tax resolutions so that you can make an informed decision. Their main objective is to learn about the clients issues and challenges by understanding the environment in which they conduct their business and provide efficient ways to manage the complexities, whether it is an ...

D C TAX Specializing For H1 Visa And Green Card Holders And Citizen

D C TAX Specializing For H1 Visa And Green Card Holders And Citizen

 Serving the Pleasanton Area
  •  773-886-1257 (Pin: 32571)
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Experience - 16 Years
Languages Known - Punjabi, English, Hindi

From the Business : We specialize in filing taxes for H1 Visa Holders. US Citizens. The majority of our clients are virtual and are Software Engineers and/or working in the tech industry. We file taxes remotely via a secure way of sharing documents and assist all our clients virtually. We are a simple, honest family-owned business that offers a broad range of tax services including tax preparation, tax filing, and foreign taxes. Our focus and goal are to help our community by lowering tax payments and increasing tax refunds. We have helped thousands of software engineers who have built a well-known rep...

  • Pricing $10
Texas Finserv Inc

Texas Finserv Inc

 Serving the Pleasanton Area
  •  312-626-4366 (Pin: 21643)
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Experience - 16 Years
Languages Known - English, Urdu, Hindi, Punjabi, Gujrati

From the Business : With passion and carefulness, Texas FinServ Inc wants to save your money as well as develop your business. From bookkeeping to taxation, you will have a worry-free experience with our professional service and enjoy your time in our office. We are committed to provide you with high-quality service and less costs for using our services. Our success is based on your success. Contact us for a free consultation, to learn how we can save you time and money with our comprehensive for Businesses and Individuals Tax Preparations. 29 years of professional experience that expands over five co...

  • Services $200
Citta CPA

Citta CPA

 Serving the Pleasanton Area
  •  323-800-4939 (Pin: 35209)
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Experience - 16 Years

From the Business : Earning the trust of our customers by providing complete satisfaction in meeting their accounting and taxation needs, through timely compliance with tax and other laws of the countries in which they operate. We do this with our value added, result oriented approach in a courteous, dedicated, professional, responsible, and in an efficient manner while maintaining an uncompromising standard of ethics and integrity.Earning the trust of our customers by providing complete satisfaction in meeting their accounting and taxation needs, through timely compliance with tax and other laws of th...

EasyTaxFiler

EasyTaxFiler

 Serving the Pleasanton Area
  •  909-245-6225 (Pin: 22760)
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Experience - 15 Years

From the Business : EasyTaxFiler in Edison, NJ, is your go-to for making taxes easy! With a focus on small businesses and individuals, we offer top-notch tax consulting, advising, and financial services. Our team, specializing in tax strategy, is here to ensure your financial success. Let’s tackle those taxes together! We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the perso...

DAS Financials

DAS Financials

 Serving the Pleasanton Area
  •  318-722-2221 (Pin: 97122)
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Experience - 16 Years

From the Business : Our principal, Arun Kaushal, began his ventures in 1987 as a Chartered Accountant in India. He became a Certified Financial Planner as well in 2007. His knowledge and skills allowed him to then start DAS Financials in 2015. Also, by being originally from India, he is also fluent in both English and Hindi. As a firm that is large enough to offer a full range of professional services, but small enough to give you the individual attention you deserve, we always treat you like a client who matters. We will thoroughly and conscientiously review your situation, and tailor our advice to y...

Venkata Tax Services INC

Venkata Tax Services INC

 Serving the Pleasanton Area
  •  562-991-6551 (Pin: 61159)
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Experience - 15 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Milpitas, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Estate Planning,Finance & Accounting Training,Financial Planning,Payroll Processing,Tax Consultants Services,Tax Preparation ServicesOur offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their...

Jain Consulting -Vinita Chaudhary CPA

Jain Consulting -Vinita Chaudhary CPA

 Serving the Pleasanton Area
  •  973-850-4353 (Pin: 69061)
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Experience - 16 Years

From the Business : Here at Jain Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Cary, NC Tax, Accounting & Payroll firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possib...

Showing 1 - 24 of 31 results
Ram Associates CPA

Ram Associates CPA

 5674 Stoneridge Drive, Pleasanton, CA, USA

From the Business : We can replace your back office with accounting, payroll, and bookkeeping support. When it comes to complex issues, rely on us. We developed strategies for both business and individual clients. And we work hard and long hours when they need us - eve...

Land Home Financial Services

Land Home Financial Services

 701 Koll Center Pkwy, Pleasanton, CA 94566, USA

From the Business : Land Home Financial Services,Provide a relationship-centric approach to single-family-home finance. By emphasizing education and transparency, the primary goal of Land Home Financial Services is to develop trust through long term relationships...

My Tax Filer - Pleasanton

My Tax Filer - Pleasanton

 3015 Hopyard Rd, Pleasanton, CA, USA

From the Business : MyTaxFiler® provides you with top-quality tax and consulting services, so you are free to shine at what you do best - manage your business. From income tax solutions, business formation payroll processing to business consulting and corporate taxatio...

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Rita CPA

 3983 Fairlands Drive, Pleasanton, CA, United States

From the Business : Rita CPA is proud to serve the accounting, bookkeeping and tax needs of a wide variety of small businesses.  As a local Pleasanton CPA firm and experienced business advisor we are in the best position to offer candid financial advice that will help ...

Rita Sachin Bhayani CPA

Rita Sachin Bhayani CPA

 3983 Fairlands Dr, Pleasanton, California, United States

From the Business : Rita Sachin Bhayani is a Certified Public Accountant practicing in Pleasanton, California. I specialize in creating an approach that is designed to address your individual situation. Further more information please Contact me.

Sid Paruthi Financial Advisor

Sid Paruthi Financial Advisor

 Pleasanton, California, United States

From the Business : Sid Paruthi Financial advisor prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understan...

Astute Tax & Accounting Services, LLC

Astute Tax & Accounting Services, LLC

 4695 Chabot Dr, Pleasanton, California, USA

From the Business : Astute Tax and Accounting Services is a boutique professional firm providing accounting, tax, payroll and business consulting services. At Astute, we believe and strive to help businesses make better decisions and do business better. We provide a va...

Donald Wilson CPA

Donald Wilson CPA

 5870 Stoneridge Mall Rd, Pleasanton, CA, USA

From the Business : Donald L Wilson, CPA. Business services also include the preparation of income tax returns and miscellaneous tax reports such as payroll, unsecured business property statement, sales tax, business license, etc. Individual services include income tax...

Adap Tax Financial

Adap Tax Financial

 5424-10 Sunol Blvd, Pleasanton, CA, USA

From the Business : Adaptax is dedicated to serving your complete tax preparation and advisory needs. We are specialists in supporting the needs of financial and real property investors, taxpayers with small or closely-held businesses and trusts.Adaptax is an Enrolled ...

Chetan Shah Financial Advisor

Chetan Shah Financial Advisor

 4305 Hacienda Drive suite 340, Pleasanton, CA, USA

From the Business : Over Twenty-five years of extensive, Accounting, Audit, Taxation and management services experience. As an individual contributor, performed Financial Analysis, Accounting, Audits, and prepared quarterly and yearly tax forms (Tax Preparation, payrol...

Customer Reviews for Tax Preparation Services in Pleasanton, CA

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FAQ

Can I get an advance on my tax refund?

Yes, you can get an advance on your tax refund, but it depends on the tax preparation service you choose. Some tax services offer refund advances, where they provide you with a portion of your expected refund upfront. This is typically available through a short-term loan, and eligibility may vary depending on the service provider and your creditworthiness.

How do I file taxes for a nonprofit?

Most nonprofits file an annual reporting return called IRS Form 990. This form provides the IRS with information about the nonprofit's activities, income, expenses, and governance. The purpose is to ensure that the nonprofit remains compliant with tax-exempt regulations. Smaller nonprofits may file a simplified version, such as Form 990-EZ or Form 990-N, depending on their revenue.

What taxes are collected by state and local governments?

State governments primarily collect income taxes (where applicable) and sales taxes on goods and services. Local governments, which include cities, counties, and school districts, typically collect property taxes. Property taxes fund local services such as schools, police, and infrastructure. The specific taxes collected can vary by state and locality, with some areas imposing additional taxes like local income or sales taxes.

Who pays income tax in the US?

In the United States, income tax is paid by individuals, including residents and certain non-residents, as well as corporations. Individuals contribute through federal and state income taxes, while corporations pay corporate income taxes. Additionally, other taxes such as estate tax (on large inheritances), excise tax (on specific goods like gasoline), and payroll tax (for Social Security and Medicare) are also paid by individuals and businesses.

Does a financial advisor prepare tax returns?

Yes, some financial advisors do prepare tax returns, although this is not their primary role. Financial advisors typically focus on broader financial planning, including investment strategies, retirement planning, and estate planning. However, some financial advisors offer tax preparation services or collaborate with tax professionals to ensure that their clients' financial plans are tax-efficient.

What is the difference between a financial advisor and a financial consultant?

The terms "financial advisor" and "financial consultant" are often used interchangeably, as they generally refer to professionals who provide advice on financial matters such as investments, retirement planning, and estate planning. While there is no significant difference, "financial consultant" is sometimes used to describe professionals who offer more specialized advice or consulting services, but the distinction is largely based on terminology rather than function.

Can a financial advisor help with estate planning?

Yes, a financial advisor can help with estate planning, although the primary role in estate planning is typically played by an attorney. Financial advisors work with clients to understand their financial goals and needs, helping to structure estate plans in a way that maximizes the value of the estate and minimizes taxes. They often collaborate with attorneys to ensure that the legal aspects of estate planning, such as creating wills and trusts, are aligned with the client's overall financial strategy.

How much do tax preparation services cost?

The average cost for tax preparation services in the USA is around $176 for a simple return. The cost can vary depending on the complexity of your tax situation, the experience level of the tax preparer, and the region in which you live. For more complex returns or if you require additional services like tax planning or audit support, the cost may be significantly higher, potentially exceeding $300 or more.

Do non-citizens pay taxes in the US?

Non-citizens, including non-resident aliens, may be required to pay taxes in the US depending on their residency status and income sources. Generally, non-residents pay taxes only on income earned from US sources, while resident aliens (those who meet the substantial presence test) are taxed similarly to US citizens on their worldwide income. However, the specific tax obligations can vary based on tax treaties between the US and the non-citizen's home country, which may offer tax exemptions or reduced tax rates for certain income types.

What are tax preparation services?

Tax preparation services involve professionals who assist individuals and businesses in preparing and filing their tax returns. These services ensure that tax returns are accurate and compliant with federal, state, and local tax laws. Tax preparers help identify eligible deductions and credits, aiming to minimize the taxpayer's liability and maximize their refund. Some tax preparers also offer additional services like tax planning, audit support, and filing extensions.

Why should I use professional tax preparation services?

Using professional tax preparation services ensures that your tax return is accurate, timely, and maximizes your tax savings. Tax professionals are knowledgeable about the latest tax laws and regulations, which can help you avoid costly mistakes and penalties. They also provide personalized advice to optimize your tax situation, potentially saving you more money than the cost of the service. For complex tax situations or if you are unsure about your tax obligations, professional assistance can provide peace of mind and reduce stress.

What is the difference between a tax preparer and a CPA?

A tax preparer is someone who specializes in preparing and filing tax returns. They may or may not have formal qualifications, but they are skilled in completing tax forms and ensuring compliance with tax laws. A Certified Public Accountant (CPA), on the other hand, is a licensed professional with a broader scope of expertise, including tax planning, financial analysis, auditing, and consulting. CPAs can handle more complex tax situations and offer comprehensive financial advice beyond just tax preparation.

Can you help with tax planning?

Yes, many tax preparation services, including those offered by Sulekha, include tax planning as part of their offerings. Tax planning involves making strategic financial decisions throughout the year to minimize tax liability and maximize savings. This can include advice on retirement contributions, investments, deductions, and timing of income and expenses to optimize your tax situation. Effective tax planning can help you avoid surprises at tax time and ensure that you are taking full advantage of available tax benefits.

How long does it take to prepare and file my taxes?

The time required to prepare and file your taxes depends on the complexity of your tax return and how organized your documentation is. Simple tax returns can be prepared and filed relatively quickly, often within a few hours. However, more complex returns, especially those involving multiple income sources, deductions, credits, or business income, may take several days or even weeks to complete. Providing complete and accurate documentation to your tax preparer can significantly speed up the process.

What documents do I need to provide for tax preparation?

You will need to provide a variety of documents for tax preparation, including W-2 forms (for employment income), 1099 forms (for other income such as freelance work or investment income), receipts for deductible expenses (such as medical costs, charitable donations, and business expenses), mortgage interest statements, and any other relevant financial records. It's important to gather all necessary documentation ahead of time to ensure that your tax return is accurate and that you receive all eligible deductions and credits. Most tax preparers provide a checklist to help you organize these documents.

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Understanding the Child Tax Credit: Maximizing Your Benefits in New York, NY

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How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes in New York, NY

How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes

International conflicts can have far-reaching consequences, not just on geopolitics but also on the global economy. The ongoing situation in Ukraine serves as a stark reminder of how these events can influence taxation and investment landscapes, creating challenges and opportunities for individuals and businesses alike.

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