3 Best Tax Services in Carlsbad, CA

Expert-recommended Top 3 Tax Services in Carlsbad, California. All of our tax services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

3+ YEARS IN TBR
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H&R BLOCK CARLSBAD

7662 El Camino Real, Suite 101,
Carlsbad, CA 92009 Directions

Since 1955

Specialty:

Tax Payer ID (ITIN) Tax Preparation Notary Services Payroll Services Bookkeeping Services Online Tax Filing File with a Tax Pro Free Online Tax Filing Tax Software Small Business Payroll Second Look Review Peace of Mind Tax Identity Shield Business Formation Services Audit and Tax Notice Support Expat Tax Services

"H&R Block Carlsbad provides tax preparation, bookkeeping, and payroll services. Their tax experts can manage your tax requirements and maximize your refund. Whether you come into your local Carlsbad H&R Block office to work with your tax pro or drop off your documents and go, your well-being is their top priority. If you want to operate with your tax pro from home, you can just call and ask to utilize their digital drop-off service. Their year-end tax filing readiness service permits you to send your records to your tax pro to sort through and organize for tax time. Whether you’re self-employed or have employees, a payroll service can help you stay compliant and facilitate your end-of-year taxes.

2026 Update: H&R Block Carlsbad offers free ITIN application assistance when you file your taxes at participating locations."

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Price:

File Your Taxes With Expert Help $55
File Expat Taxes Online From $109
File With A Tax Pro $89
H&R Block Tax Software:
Basic $50
Deluxe + State $69
Premium $95
Premium & Business $109
Peace Of Mind® Starts From $40
BOOKKEEPING NEEDS:
Per Month:
Premium Starts From $299
Full-Service Starts From $175
Self-Serve Starts From $39
Plus Usd49 Per Fbar:
File Online Starts From $99
Plus Usd99 Fbar:
File With A Tax Advisor From $199
Plus Usd70 Per State Filed:
File With A Tax Pro From $203
Plus Usd49 Per State Filed:
Expat Tax Services From $99

Discount:

Get a $10 Off on Refer Friends up To a Maximum of $300

Contact:

(760) 753-1242

Mon-Fri: 9am - 7pm
Sat: 9am - 6pm
Sun: 12pm - 4pm

TBR® Inspection Report:

San Diego Tax & Financial Associates - Carlsbad, CA Tax Services
San Diego Tax & Financial Associates - Carlsbad, CA Tax Services
San Diego Tax & Financial Associates - Carlsbad, CA Tax Services
3+ YEARS IN TBR
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SAN DIEGO TAX & FINANCIAL ASSOCIATES

5411 Avenida Encinas, Suite 180,
Carlsbad, CA 92008 Directions

Since 2012

Specialty:

Individual and Family Tax Returns Estate Tax Returns Trust and Business Tax Returns Audit Representation Tax Planning Tax Preparation

"San Diego Tax & Financial Associates provides affordable tax, investment, and insurance services. Troy Koepplin is an IRS Enrolled Agent (EA) and a Registered Investment Advisory Representative. He has over 29 years of experience in helping individuals and small businesses with their tax, investment, and insurance requirements. Their firm specializes in reducing your lifetime tax liabilities. The tax code is one of the most complex in the world and changes every year. They are federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. San Diego Tax & Financial Associates has an excellent reputation for fair pricing and adding value to their clients’ tax situations. Whatever your business structure, whether you are an S-Corp, LLC, partnership, or sole proprietor, their goal is to help you develop tax strategies that keep you out of trouble and ensure your returns are accurate.

2026 Update: San Diego Tax & Financial Associates offers advice. Most tax preparers are just that tax preparers. They prepare your return, and then you're on your own. They take the time to educate their clients on ways to reduce their tax liabilities."

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License #3513338

Price:

Scenario 1 $395
Scenario 2 $625
Scenario 3 $675
Scenario 4 $800
Scenario 5 $850
Scenario 6 $1200

Contact:

(760) 618-1099

Mon-Fri: 8:30am - 5pm
Sat: 9am - 2pm
Sun: Closed

TBR® Inspection Report:

Carlsbad Tax - Carlsbad, CA Tax Services
Carlsbad Tax - Carlsbad, CA Tax Services
Carlsbad Tax - Carlsbad, CA Tax Services
3+ YEARS IN TBR
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CARLSBAD TAX

2725 Jefferson Street, Suite 2C,
Carlsbad, CA 92008 Directions

Since 2012

Specialty:

Individual Income Tax Return Preparation Business Income Tax Return Preparation Sales Tax Return Preparation IRS Representation and Correspondence FTB Representation and Correspondence Bookkeeping Services Value Added Bookkeeping Services

"Carlsbad Tax specializes in high-quality individual tax preparation, business tax preparation, value-added bookkeeping services, and tax planning at an affordable price. Sean Edward Currey is the owner of the company. Sean Currey has provided high-quality individual and business tax return preparation and value-added bookkeeping services to Carlsbad and nearby cities for over 12 years. He has worked with other Enrolled Agents, Certified Public Accountants (CPAs), and Attorneys. His team can prepare returns for C corporations, S corporations, partnerships, and trusts. Carlsbad Tax also provides bank reconciliations, adjusting journal entries, general books and records clean-up and transaction input, and the preparation of financial statements services. They help customers throughout San Diego County. Carlsbad Tax also offers free 15-minute consultations.

2026 Update: Carlsbad uses Intuit’s QuickBooks Online, a cloud-based platform that is recognized in the industry for its ease of use and comprehensive components. It sustains multiple business functions efficiently."

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License #201825610280

Price:

Individual Income Tax Preparation Starts From $300
Business & Trust Income Tax Preparation Starts From $750
Value Added Bookkeeping Services Start From $75

Contact:

(442) 244-7440

Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report: