HomeOakland, CA5 Best Tax Services in Oakland, CA

5 Best Tax Services in Oakland, CA

Below is a list of the top and leading Tax Services in Oakland. To help you find the best Tax Services located near you in Oakland, we put together our own list based on this rating points list.

Oakland’s Best Tax Services:

The top rated Tax Services in Oakland, CA are:

  • TMB Tax & Associates – offer a wide range of services, from Tax Preparation
  • Savvy Tax Inc – is owned and managed by Eva Konigsberg
  • CBA Tax Service – provides a full range of tax preparation and notary services
  • Cathy Root, CPA & Associates – specializing in tax & accounting services
  • Rubicon Tax Relief – The Lee Accountancy Group – is a family-focused business that has nothing to hide and genuinely cares about its clients

TMB Tax & AssociatesTax Services in Oakland

TMB Tax & Associates is committed to customer satisfaction and proudly serves clients throughout the US, Puerto Rico, Hawaii, and abroad. They work diligently to provide information, strategies, and customized advice required to ethically reduce your tax liability, and maximize your deductions while compiling an accurate record of your financial records securely.

Their firm is primarily remote and will require digital signatures and communication and authorizations. They will provide concise information, instructional videos, and 1:1 assistance. By tailoring their services to fit your unique needs, they aim to help you make sound decisions for your present and future financial goals. Their highly experienced professionals offer a wide range of services, from Tax Preparation, Education & Planning, to budgeting and business formation.

Products/Services:

Tax Services

LOCATION:

Address: 1721 Broadway Avenue Ste. 201, Oakland, CA 94612
Phone: (510) 239-5021
Website: www.portal.tmbtax.com

REVIEWS:

“Very professional. Ms. Smith was extremely thorough in providing adequate information about SAM and numerous opportunities for my nonprofit to move forward. Pleasant, polite, and responded quickly with detailed instructions on what to do next. Would recommend 10 times out of 10.”

Savvy Tax IncTop Tax Services in Oakland

Savvy Tax Inc is owned and managed by Eva Konigsberg licensed by the IRS to professionally prepare tax returns, represent clients in audits,s and continue to represent taxpayers in all matters of grievance, gathering, or challenges to their tax treatment by the IRS. Eva is also highly active in the professional community, where she talks to legislators, educate other tax professionals, and works to make sure all Enrolled Agents working in the field uphold high standards of professionalism and ethics.

At Savvy Tax, they know who they’re here to serve. They work diligently to stay current on the complexities of the tax code so that they can recommend positions in your interest, optimally represent you, and see that tax matters are resolved favorably for you. As financial coaches, bookkeepers, and bookkeeping trainers, they empower you to understand your numbers and use them as a tool to help your business succeed. They help you learn QuickBooks, create and analyze financial reports and design your own customized management reports.

Products/Services:

Tax Services, Business Services, Quickbooks Services, Services for Individual

LOCATION:

Address: 4200 Park Blvd #531, Oakland, CA 94602
Phone: (510) 928-5067
Website: www.savvytax.com

REVIEWS:

“Eva has saved us and our friends a great deal of money and she is wonderful to work with.” – Diane S.

CBA Tax ServiceTax Services Oakland

CBA Tax Service provides a full range of tax preparation and notary services. They have developed a unique system that makes it quick and easy to file your taxes. Whether you live overseas, or simply prefer to work with them remotely, you will find their services are the right fit. They provide the same level of service online that you would receive sitting in their office, and they utilize the most secure methods of transmitting your private information. CBA Tax Service is located in Oakland, California, and is an expert in all areas of tax preparation and notary services with over 30 years of experience.

Products/Services:

Tax Services

LOCATION:

Address: 6681 Foothill Blvd, Oakland, CA 94605
Phone: (510) 568-5954
Website: www.cbatax.com

REVIEWS:

“Carolyn Sims of CBA Tax Service has been preparing my taxes since 2013. She is always knowledgeable of the latest tax laws, responsive, and completes my filings very quickly.
I have complete confidence in Carolyn and highly recommend her service.” – Jessica E.

Cathy Root, CPA & AssociatesGood Tax Services in Oakland

Cathy Root, CPA & Associates is San Francisco Bay area-located full-service CPA firm licensed in California specializing in tax & accounting services for small to mid-sized businesses & personal taxation needs. They provide diverse expertise to effectively handle all key aspects of financial accounting services freeing you to manage your time and business more effectively.

Cathy Root CPA & Associates Inc’s skills, knowledge, and diverse expertise in the accounting field are uniquely experienced to handle all of your accounting & taxation needs, whether at a company Start-Up or established. Cathy Root CPA & Associates Inc will be your accounting strategic partner to tackle any financial challenges that you may have as your trusted financial & tax planner or consulting advisor to your financial business needs. They are uniquely skilled and familiar with the specific needs of smaller businesses.

Products/Services:

Tax Services

LOCATION:

Address: 1970 Broadway Suite 525, Oakland, CA 94612
Phone: (510) 858-9588
Website: www.cracpa.com

REVIEWS:

“My client introduced Cathy to my company. She is professional and an easy communicator. She is very kind and with great ownership. She did a great job. She also gave some awesome ideas on the planning. Very lucky to get Cathy’s help.”

Rubicon Tax Relief – The Lee Accountancy GroupOne of the best Tax Services in Oakland

Rubicon Tax Relief – The Lee Accountancy Group is a family-focused business that has nothing to hide and genuinely cares about its clients. They aren’t sending unsolicited letters in the mail promising unrealistic results and then running off with your money. Their goal is to build life-long relationships with their clients, to see you get the tax resolution and relief you need, achieve your financial goals, and make informed decisions on your tax situation.

They are a Tax Negotiation and Mediation firm that specializes in providing affordable solutions to businesses and individuals alike who, for whatever reason, find themselves at odds with the IRS. They’ve helped them every step of the way and they highly value these relationships. Their clients know that they find ways to increase the money they make, spend less, and keep more. Their high standards, responsive service, and specialized personnel spell the difference between their firm and the rest. With their assistance, you can achieve financial independence and peace of mind.

Products/Services:

Tax Services, Payroll Tax Problems, Penalty Abatement, Collection Appeals, Expiration of Statuses, Bankruptcy, IRS Bank Levies, IRS Payment Plans, IRS Audits

LOCATION:

Address: 363 13th St Suite 200, Oakland, CA 94612
Phone: (510) 836-7400
Website: www.rubicontaxrelief.com

REVIEWS:

“Perfect firm for older taxpayers with simple returns. Easy input of information, guidance by professionals, if needed, and timely return preparation. Happy we chose them!” – Cal J.