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June 26, 2019
A good tax return preparation professional prepares tax return filing with a big tax refund for a smiling couple

The Best Tax Preparers in Monterey County CA Are the Ones Proven Safe To Hire

Tax return preparers in Monterey County CA bearing The Prime Buyer's Report Top Ten symbol have exceeded the minimum California regulatory requirement. They are the income tax preparers proven by our independent research to have passed the Top Ten requirements for value and ability, carry liability insurance as protection for you the client, and for whom our staff has called previous clients to verify high satisfaction with them for tax prep in Monterey County CA, including tax filing, tax rebates, corporate tax returns, and more.

The TOP 10 Tax Return Preparation Services in Monterey County CA

Alisal Income Tax Service

(831) 998-8867
311 Williams Rd
Salinas, CA 93905

Areas Served: Monterey County, King City CA, Greenfield CA, Marina CA, Monterey…
Services: income tax services incl. tax return preparation, tax rebates, tax…

Aubuchon Tax & Financial Service

(831) 655-5131
777 Cass St
Monterey, CA 93940

Areas Served: Monterey County, Carmel-by-the-Sea, Salinas CA, Soledad CA, Carmel Highlands CA,…
Services: income tax representation, tax return preparation, tax filing, tax services

McCollester Financial Service

(831) 899-3643
203 Calle Del Oaks
Del Rey Oaks, CA 93940

Areas Served: Carmel CA, Monterey County, Seaside CA, Salinas CA, Monterey CA,…
Services: local tax return preparers, tax return filing, tax management, tax…

Johnston & Co

(831) 624-4910
3785 Via Nona Marie # 107
Carmel, CA 93923

Areas Served: Monterey County, Soledad CA, Seaside CA, Monterey CA, Salinas CA,…
Services: local tax services for tax preparation, tax filing

Lopez Tax Service

(831) 758-2512
1024 N Davis Rd
Salinas, CA 93907

Areas Served: Pacific Grove CA, Monterey County, Prunedale CA, Soledad CA, Seaside…
Services: tax preparers for tax return filing, income tax services, tax…

One Day Income Tax Service

(831) 394-8010
885 Broadway Ave
Seaside, CA 93955

Areas Served: Salinas CA, Seaside CA, Monterey County CA, Carmel-by-the-Sea CA, Marina…
Services: income tax preparation, tax consulting, tax planning, tax rebates, audit…

The Best Tax Preparers in Monterey County CA Are the Ones Proven Safe To Hire

The state of California requires that tax return preparers in Monterey County CA to either be CTEC Registered, or a CPA, or an EA (Enrolled Agent). Enrolled agents in Monterey County CA are tax professionals who have been tested and approved by the IRS to represent tax payers to the IRS and are automatically licensed to prepare tax returns for all 50 states.

But CTEC registration or enrolled agent status are no guarantee that any particular tax preparer in Monterey County CA is doing business ethically, providing value, or satisfying clients.

This makes it all the more significant that all tax return preparers in Monterey County CA who bear The Prime Buyer's Report Top Ten symbol have been cleared by our research staff as passing all the requirements for Prime Buyer's Report Top Ten status, such as survey phone calls to previous clients to verify high satisfaction with their tax return preparation services, verified liability insurance, verified registration, best business practices, good complaint record, sufficient length of time in business, and more.

Numerous Services Performed By Tax Return Preparers in Monterey County CA
Tax preparation can be performed by CTEC Registered Tax Preparers (CRTPs), Enrolled Agents (EAs), and CPAs. They can also advise you on tax related issues. EAs (Enrolled Agents) are tax preparers that have passed the special enrollment examination given by the IRS.A local tax preparer talks with a client about her annual tax filing in an effort to find the maximum refund.

They can prepare out of state returns, individual income taxes, corporate tax returns, non-profit tax returns, partnership tax returns, sales statements, tax audit representation, and sales tax representation. If the need arises for litigation support, EAs are also qualified to provide IRS representation.

Some tax return preparers in Monterey County CA are certified QuickBooks Pro advisers, and they can teach you how to use the program and set it up on your home system for simple records transfers. Many tax professionals, including EAs, offer free initial tax consultation or provide free electronic filling. And if you need extensions with deadlines later in the year than April 15th, good tax return preparers give service all year round.

Some Tax Return Preparers in Monterey County CA Are Better Than Others
The Prime Buyer's Report lists these tax preparers in Monterey County: . Other tax preparers in Monterey County CA that might still be in business include: .

Questions To Ask Tax Return Preparers in Monterey County CA

When it comes to tax preparers in Monterey County CA, ask these questions about their abilities, experience, and credentials.

• How long have the tax return agents been in the business? (All tax preparers in Monterey County CA bearing the Prime Buyer's Report - TOP 10 symbol have had their sufficient length of time in business verified by our research staff so you don't have to.)

• What computer programs do the tax preparation services use for record keeping?

• What are the service rates for tax preparation services? Do the tax preparers have a rate chart available?

• What tax preparer certifications do they hold?

• Are they willing to give you the name and numbers of some clients you can call as references? (All tax return preparers in Monterey County CA bearing the Prime Buyer's Report - TOP 10 symbol have already had their client references called by our  research staff so you don't have to.)

• Do they generally deal with tax preparation for businesses or for individuals?

• Do the tax preparers specialize in income tax preparation, federal tax preparation or state tax preparation?

• What can the tax preparation services tell you regarding capital gains taxes, estate taxes or tax planning advice?

• What are their hours of operation in case you need to reach them?

• Will they show you proof of liability insurance (such as Errors & Omissions) which protects you from paying fines in the event of a mistake? (All tax return preparers in Monterey County CA bearing the Prime Buyer's Report - TOP 10 symbol have already had proof of liability insurance verified by our research staff so you don't have to.)

• Do they attend continuing education courses? If so, how often? This is important to be able to stay on top of the constant changes in the tax code.

• Do the income tax filers have a privacy statement they can file with your records?

• Will the tax preparation services store your tax information? If so, for how long?

• Will the tax preparation services provide a written contract?

Once you've chosen the best tax preparers in Monterey County CA for your specific needs, make sure they are registered with the IRS and have that PTIN (Preparer Tax Identification Number) as is recently required by federal law.  If they are an accountant or an EA (Enrolled Agent) make sure they have that corresponding license.  (All tax return preparers in Monterey County CA bearing the Prime Buyer's Report - TOP 10 symbol have already had their federal registration or relevant license verified by our research staff so you don't have to.)

 

Resources About Tax Return Preparation in Monterey County CA

Regulatory Bodies & Trade Associations Related to Tax Preparers in Monterey County CA

BBB Better Business Bureau www.bbb.com
CSEA California Society of Enrolled Agents www.csea.org
CSTC California Society of Tax Consultants www.cstcsociety.orgA tax preparer and CPA checks her math before filing a client's business tax returns.
CTEC California Tax Education Council www.ctec.org
DCA California Department of Consumer Affairs www.dca.ca.gov
FTB Franchise Tax Board of California www.ftb.ca.gov
IRS Internal Revenue Service www.irs.gov
NAEA National Association of Enrolled Agents www.naea.org
NATC National Association of Tax Consultants www.natctax.org
NATP National Association of Tax Professionals www.natptax.com

Media Regarding Tax Return Preparers in Monterey County CA

International Tax Review
Journal of the American Taxation Association
Journal of Property Valuation and Taxation
Journal of State Taxation
Journal of Taxation of Investments
Money Magazine
SmartMoney
Taxes-The Tax Magazine

The Prime Buyer's Report provides information for the Top Ten local tax preparers in Monterey County CA within the following zip codes:

93905, 93922, 93933, 93962, 93902, 93921, 93932, 93960, 93901, 93920, 93930, 93955, 93915, 93927, 93953, 93912, 93926, 93950, 95076, 93908, 93925, 93944, 95039, 93907, 93924, 93942, 95012, 93906, 93923, 93940, 95004, 93450 and 93426

The Prime Buyer's Report provides information for the Top Ten tax preparation services in Monterey County CA within the following cities:

Aromas, Boronda, Carmel Valley Village, Carmel-by-the-Sea, Castroville, Chualar, Del Monte Forest, Del Rey Oaks, Elkhorn, Gonzales, Greenfield, King City, Las Lomas, Marina, Monterey, Pacific Grove, Pajaro, Pine Canyon, Prunedale, Salinas, Seaside, Soledad, Spreckels, Big Sur, Carmel Valley, Toro Park and Carmel Highlands