8 Tax Preparers in Aptos, CA

Browse verified tax preparers in Aptos, California. Compare providers and find contact information.

Peak Accounting Services Inc

★★★★★ (16 reviews)
519 Monterey Dr, Aptos, CA 95003
(831) 688-6481
Website: www.peakservices.net
Hours: {"Friday":["9 AM–1 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["9 AM–2 PM"],"Wednesday":["9 AM–1 PM"]}

Patrick Scheufler Accountancy

★★★★½ (6 reviews)
323 Spreckels Dr STE A, Aptos, CA 95003
(831) 689-8530
Website: www.pascorp.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}

Aptos Personalized Tax Service

★★★★☆ (6 reviews)
9057 Soquel Dr, Aptos, CA 95003
(831) 688-1137
Website: www.aptostax.net
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}

Anderson Accountancy Corporation

★★★★★ (4 reviews)
762 Rio Del Mar Blvd, Aptos, CA 95003
(831) 688-1977
Website: www.andersonaccountancycorp.com
Hours: {"Friday":["Closed"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}

a2i, Inc

★★★★★ (3 reviews)
3040 Valencia Ave ste 6, Aptos, CA 95003
(831) 475-2110
Website: a2i.me
Hours: {"Friday":["8 AM–1 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}

Edna Sorensen Business Services

★★★★★ (2 reviews)
Aptos, CA 95003
(831) 688-0504
Hours: {}

Lynn Myers Bookkeeping Services

★★★★★ (1 reviews)
9055 Soquel Dr ste h, Aptos, CA 95003
(831) 688-2919
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}

Bannon Tax Services

2280 Wallace Ave, Aptos, CA 95003
(831) 325-4074
Website: www.bannontax.com
Hours: {"Friday":["10 AM–5 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}

About Tax Preparers in Aptos, CA

Aptos, California, is a coastal community in Santa Cruz County with a mix of small businesses, remote workers, retirees, and agricultural operations. Its local economy includes boutique shops, hospitality services, and nearby berry farms, which means residents often have varied income sources. Whether you run a home-based business, earn tips, or receive rental income from coastal properties, your tax situation can become more complex than a standard W-2.

A qualified tax preparer in Aptos can help you navigate deductions specific to your industry, such as home office expenses or vehicle use for farm work. They also stay current on California state tax rules, which differ from federal guidelines. This is especially helpful if you moved to Aptos recently or split time between states.

Using a local professional saves you time and reduces the risk of errors. They understand the nuances of county-specific taxes and can help you plan ahead. Before you choose, verify their credentials and ask about experience with clients in your line of work.

Frequently Asked Questions

What qualifications should a tax preparer have?

At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.

How much does tax preparation cost?

Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.

What documents do I need to bring to my tax preparer?

Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.

BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.

Business owners: to update or remove a listing, email [email protected].

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