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Tax Preparers in Lodi, CA

11 of the 13 notaries, tax preparers and document services we list in Lodi are tax preparers.

Tax professionals vary widely by the complexity of returns they handle, from simple personal filings to intricate business accounting and multi-state compliance. Some offer year-round advice and audit representation, while others operate seasonally for basic tax season prep. Seeing a location on a map won't tell you if a firm specializes in your specific filing needs or what credentials their staff hold.

  1. Liberty Tax

    768 W Kettleman Lane, Lodi, CA 95240

    Se habla español
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  2. Quality Business Service

    1920 Tienda Dr Ste 101, Lodi, CA 95242

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  3. Rehman and Co CPA

    1826 W Kettleman Ln Ste A3, Lodi, CA 95242

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  4. Professional Tax Solutions

    315 N California St, Lodi, CA 95240-1929

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  5. J & J Bookkeeping

    705 W Kettleman Ln, Lodi, CA 95240

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  6. PayLess Taxes

    621 E Lockeford St Unit 40, Lodi, CA 95240

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  7. Tax Management Services

    312 S Crescent Ave, Lodi, CA 95240

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  8. Tolson Poore & Zamora

    801 S Ham Ln Ste G, Lodi, CA 95242-7502

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  9. Aa

    2000 W Kettleman Ln, Lodi, CA 95242-8223

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  10. Cindi's Bookkeeping & Tax Service

    215 W Oak St Ste 3, Lodi, CA 95240-3500

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  11. Mj Bookkeeping Services

    212 W Pine St Ste 3, Lodi, CA 95240-2070

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Gather documentation early. Bring past returns, income statements, and record summaries to your initial consultation so the preparer can accurately quote their fees.

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Tax Preparers near Lodi

Good to know

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

Tax preparers assist with compiling and filing returns, and many hold credentials like Enrolled Agent status to represent you before the IRS. CPAs have broader accounting certifications and handle complex corporate finances, audits, and high-level tax planning. For standard annual filings, a standard tax service is often sufficient.

How much does professional tax preparation usually cost?

Fees typically start around $150 to $300 for a straightforward individual return with standard deductions. Complex returns involving itemized deductions, small business schedules, or investment portfolios often cost $500 or more depending on the required documentation.

What should I bring to my tax preparation appointment?

You need government identification, Social Security numbers for all dependents, and all relevant tax forms such as W-2s and 1099s. Bring a copy of your prior year's tax return and organized records for any deductions or business expenses you plan to claim.