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Prime Buyers Guide Tax Return Preparation Services

How to Find the Best Fairfield Tax Return Preparation Service

Tax forms, tax preparation, tax refunds . . . why is it that April 15th always tiptoes up and takes us by surprise? This year, consider having a professional Fairfield tax accountant do your tax filing for you. These tax service professionals understand income tax rates, income tax forms, online income tax returns and tax deductions. Read the following articles to learn more about finding the best licensed tax preparation service in Fairfield and Vallejo. more »

Updated April 26, 2008

Top 10 Tax Return Preparation Services in Fairfield Area

The Right Place
(707) 643-2226
715 Tennessee St
Vallejo, CA 94590
Enrolled Agent, Certified QuickBooks Advisor, Notary Public, Accredited Business Account
CSATP (California Society of Accounting & Tax Professionals) CSEA (California Society of Enrolled Agents) NAEA (National Association of Enrolled Agents) NSA (National Society of Accountants) QuickBooks ProAdvisor

Areas Served: Fairfield CA, Vacaville, Dixon, Suisun City, Rio Vista, Elmira, Allendale CA
Services: Tax return preparation, tax return filing, tax consulting and tax services
Key Brands: Lacerte Software

HR Tax Services
(707) 747-9100
1090 Adams St. Suite B
Benicia, CA 94510
EA License #79248
CSEA (California Society of Enrolled Agents) NAEA (National Association of Enrolled Agents)

Areas Served: Fairfield CA, Suisun City, Vacaville CA, Allendale CA, Elmira CA, Dixon CA, Rio Vista CA
Services: tax return preparation & tax return services including tax consulting, tax filing ...

Smith Office Solutions, Inc.
(510) 231-4787
51 Washington Ave. Suite A
Point Richmond, CA 94801
EA (Enrolled Agent)
CSEA (California Society of Enrolled Agents) Pt Richmond Business Association QuickBooks ProAdvisor Sage Software Authorized Advisor

Areas Served: Vacaville CA, Fairfield CA, Suisun City, Allendale CA, Elmira CA, Rio Vista CA, Dixon CA
Services: Tax services incl. tax return preparation services & tax return filing, tax ...
Key Brands: Quickbooks, American Contractor, Sage Master Builder

Susan Hand, EA
(707) 938-4729
1060 5th St East
Sonoma, CA 95476
EA (Enrolled Agent)
CTEC (California Tax Education Council) CSEA (California Society of Enrolled Agents) NAEA (National Association of Enrolled Agents)

Areas Served: Fairfield CA, Vacaville CA, Suisun City, Rio Vista CA, Dixon CA, Allendale CA, Elmira CA
Services: tax return services & tax return preparation for individual and small business tax ...
Key Brands: ProSeries Software

Taxes 'n Books
(707) 449-3963
653 Elmira Rd
Vacaville, CA 95687

Areas Served: Fairfield CA, Suisun City, Vacaville CA, Rio Vista CA, Dixon CA, Nut Tree CA, Elmira CA

Above N Beyond Tax Services
(707) 451-0802
639 Merchant St
Vacaville, CA 95688

Areas Served: Fairfield CA, Dixon CA, Suisun City, Vacaville CA, Rio Vista CA, Elmira CA, Allendale CA

Solano Tax & Financial Services
(707) 446-1221
479 Mason St # 209
Vacaville, CA 95688

Areas Served: Suisun City, Fairfield CA, Dixon CA, Vacaville CA, Rio Vista CA, Elmira CA, Allendale CA

Hitzeman & Associates Inc
78 Cernon St # D
78 Cernon St # D
Vacaville, CA 95688

Areas Served: Fairfield CA, Vacaville CA, Dixon CA, Rio Vista CA, Elmira CA, Allendale CA, Suisun City

Chandler & Associates LLP
(707) 447-0198
183 Butcher Rd
Vacaville, CA 95687

Areas Served: Vacaville CA, Fairfield CA, Suisun City, Dixon CA, Rio Vista CA, Elmira CA, Allendale CA

Tax Factory
(707) 448-0321
500 Merchant St # C
Vacaville, CA 95688

Areas Served: Fairfield CA, Suisun City, Vacaville CA, Dixon CA, Rio Vista CA, Elmira CA, Nut Tree CA

How to Find the Best Fairfield Tax Return Preparation Service 

Though we're well aware of the imposing presence of taxes in our daily transactions and paychecks, April 15th always seems to be a surprise. And there's no getting around it; preparing your tax returns can be a hassle. Between obscure deductions and perpetually changing tax law, it's no wonder we conveniently forget this looming deadline. But you can get your taxes completed and submitted by a certified expert without dealing with your cumbersome return at all. In addition to CPAs, financial advisors, and bookkeepers, CPAs, and CRTPs, there are specialized Fairfield Area tax preparation individuals known as EAs. EAs, or Enrolled Agents, are tax professionals who have been tested and approved by the IRS to be able to handle any type of tax matter. If you're considering using these services (and maybe even getting your return in on time), The Prime Buyer's Report can lead you to an excellent professional who can alleviate your annual tax burden fever.

Fairfield Area Tax Return Preparation Services Perform Numerous Services
Tax preparation can be performed by CTEC Registered Tax Preparers (CRTPs), Enrolled Agents (EAs), Certified Public Accountants (CPAs), and certified financial planners (CFPs). They can also advise on tax related issues. After passing the special enrollment examination given by the IRS, Enrolled Agents are certified to deal with every aspect of your tax return. They can prepare out of state returns, individual income taxes, financial statements, corporate tax returns, non-profit tax returns, partnership tax returns, sales account statements, audit representation, and sales tax representation. If the need arises for litigation support, EAs are also qualified to provide IRS representation. If you choose to hire a Fairfield Area CPA, they offer many services in addition to tax preparation. Fairfield Area tax advisors can help with your general accounting, payroll planning, financial planning, retirement planning, and estate and trust planning. They can also generate accounting and financial statements, Registered CFPs, Certified Financial planners, assess your financial situation and make recommendations on business planning, private controller services, investments, insurance, estate planning, income tax planning (including new reductions), liquidity analysis, and educational funding requirements. They provide fiduciary services that include help selecting a trustee and executor of your estate. As certified securities and investment advisors, CFPs can also set up IRAs and mutual funds accounts. It's important to find out which accounting software a professional uses to maintain you financial records. If you both use the same system, new information can easily be directly inserted by them and updated regularly. Some tax return preparers in Fairfield Area are certified QuickBooks Pro advisors, and they might teach you how to use the program and set it up on your home system for simple records transfers. Many Fairfield Area accounting professionals, including EAs, CPAs and CRTPs, offer free initial consultation or provide free electronic filling. And if you're one of those rare individuals who doesn't submit their taxes at the last minute, there are a number of these tax return preparation experts who offer year-round service.

There is a Large Selection of Tax Return Preparation Businesses in Fairfield Area
In Fairfield Area, the tax preparation field is pretty populous. So you can avoid the risks associated with an uninformed, random hire, we've researched the selection and determined which businesses stand out in terms of client service and fiduciary expertise. The top ten tax preparation businesses in Fairfield Area are The Right Place, HR Tax Services, Smith Office Solutions, Inc., Susan Hand, EA, Taxes 'n Books, Above N Beyond Tax Services, Solano Tax & Financial Services, Hitzeman & Associates Inc, Chandler & Associates LLP, Tax Factory. Other tax preparers who might still service the area include:  Tax House & Associates, Tax & Financial Services, Lehman Tax Services.

Use Different Media to Learn About Tax Preparation
It might be deathly boring, but you'll have better luck getting the most favorable tax return if you learn about tax law and tax law professionals. Volumes of this information can be found nearly everywhere. Rather than staring vacantly at the finance section of the bookstore, use the Web sites and magazines we've in the article "Key Resources for Tax Return Preparation in Fairfield Area".
Updated April 26, 2008
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How to Hire an Income Tax Return Service in Fairfield 

Step 1: Describe Work
Bring all of your applicable financial records to the initial consultations. At this first meeting, you should also mention additional deductions you think you qualify for. Every tax preparer can give you a rough figure based on this information.

Step 2: Ask Questions & Take Notes
Spend the initial consultation learning about the tax return consultant. Take notes on his policies and concerns. There are also some very important questions you should ask about his qualifications. The list below should help you get most of this crucial information.

  • How long have you been in business?
  • What computer program do you use for record keeping?
  • What are your service rates? Do you have a rate chart available?
  • What certifications do you hold??
  • Do you generally deal with businesses more than individuals?
  • What are your hours of operation?
  • Do you tax continuing education courses?
  • Do you have a privacy statement I can file with my records? (CRTP)
  • Will you store my tax information? If so, for how long?
  • May I see your credentials?
  • Will you provide a written contract?


Step 3: Making a Preliminary Decision

Now that you know some of the important facts about each tax preparer, go over the individual results of each interview. Considering rates and favorable practices, decide who can best accommodate you.

Step 4: Final Research
As mentioned previously, you should check the relevant certifications of the tax return consultant you've chose. Methods vary by specific certification, but we've broken it down for you: CRTP certification can be verified at the California Tax Education Council (www.ctec.org); CPA licensure can be verified at the California Board of Accountancy (www.cba.ca.gov); EA registration can be verified at the IRS Office of Professional Responsibility (www.irs.gov/taxpros/agents); CFP licensure can be verified at the Financial Planners Standards Council (www.cfp-ca.org).

Step 5: Making the Final Decision
Now it's time to arrange an appointment with your chosen tax preparer. Call and ask any final questions and then ask for your representative to provide a detailed pricing and privacy agreement.

Updated November 28, 2007
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Key Resources for Tax Return Preparation in Solano County 

Associations & Licensure
AFPP Association of Financial Planning Professionals (www.afpp-group.org)
AICPA American Institute of Certified Public Accountants (www.aicpa.org)
BBB Better Business Bureau (www.bbb.org)
CALCPA California Society of CPAs (www.calcpa.org)
CBA California Board of Accountancy (www.cba.ca.gov)
CFPBD Certified Financial Planner Board of Standards (www.cfp.net)
CSEA California Society of Enrolled Agents (www.csea.org)
CSTC California Society of Tax Consultants (www.CSTCsociety.org)
CTEC California Tax Education Council (www.ctec.org)
DCA California Department of Consumer Affairs (www.dca.ca.gov)
Diamond Certified (www.diamondcertified.org)
FPA Financial Planning Association (www.fpanet.org)
FPSC Financial Planners Standards Council (www.cfp-ca.org)
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)
NAPFA National Association of Personal Financial Advisors (www.napfa.org)
NATC National Association of Tax Consultants (www.natctax.org)
NATP National Association of Tax Professionals (www.natptax.com)
NICEP National Institute of Certified Estate Planners (www.nicep.org)

Media & Web Resources
Accountancy Magazine
Accounting Software News
Capitalism Magazine
CPA software news
Financial Advisor Magazine
Forbes
International Tax Review
Journal of the American Taxation Association
Journal of Property Valuation and Taxation
Journal of State Taxation
Journal of Taxation of Investments
Kiplinger's Personal Finance Magazine
Money Magazine
SmartMoney
Taxes-The Tax Magazine

www.1040.com
www.fool.com
www.funwithtaxes.com
www.money.cnn.com
www.nolo.com
www.taxopedia.com
www.unclefed.com
www.taxhelponline.com

The Prime Buyer's Report provides information for the top ten tax specialist and tax return preparation businesses in Fairfield Area within the following zip codes.

95688, 94512, 94585, 95620, 94533, 94534, 94535, 94571, 95687, 95696 and 95625

The Prime Buyer's Report provides information for the top ten tax return preparation businesses in Fairfield Area within the following cities.

Allendale, Birds Landing, Birds Lndg, Dixon, Fairfield, Liberty Farms, Rio Vista, Suisun City, Travis AFB, Vacaville, Elmira and Nut Tree
Updated November 28, 2007
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6 Income Tax Return Preparation Service Tips 

Take Time Choosing Your Tax Return Consultant.
You'll want to be sure you choose the appropriate professional for your financial profile. This requires consulting several different tax preparers. For help identifying this person, read The Prime Buyer's Report article "How to Hire a Tax Return Consultant."

Be Prepared for a Tax Consultation.
Bring all applicable financial records to each interview. Make sure you organize them beforehand-the time spent deciphering receipts and financial paperwork is billable.

Choose an Appropriate Tax Professional.
As mentioned previously, there are several different kinds of financial professionals who are capable of preparing your tax returns. If you have no dependents and only expect a small return, it would be an enormous waste of money to consult a financial planner or hire a CPA. Conversely, large corporations need financial help from professionals with more experience and legal capabilities.

Check Credentials for Tax Preparation.
Before you contract any financial professional, it's imperative that you check their official qualifications. The article "How to Hire a Tax Preparer" identifies applicable addresses and agencies.

Choose Certified Tax Filing Services.
Some tax return preparation businesses have more years under their belt guiding clients to financial health. These professionals have your best interest in mind. For this reasons, they may have earned endorsements such as Diamond Certification or honors from them Better Business Bureau. If you look for these credentials in prospective tax return preparers, you're more likely to receive excellent customer service and superior advice.

Know Your Rights.
When you open up your fiscal records to anyone, your financial welfare is inherently at stake. You are protected by some legal rights that vary by locality. As a resident of California, you can learn about these rights at the California Department of Consumer Affairs.

Updated April 26, 2008
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Diamond Certified