Last Updated February 8th, 2022

Why does it always feel like tax season is just around the corner?! If you're tired of waiting until the last minute and losing out on potential money in tax returns, you might want to consider sitting down with a certified and licensed tax planner so that you can be ahead of the curve and receive the largest tax return possible. Working with a tax planner in San Francisco can help ease your burden as well as thoroughly alter the way you do business, but in a good way. Next time you are thinking about how to best optimize your taxes, talk to one of these Top SF Tax Planning Firms below who can help you analyze the best strategies for your tax planning. Why is this list free?

Dimov Tax Specialists
Best Featured SF Tax Planners

Dimov Tax has been providing the highest level of tax planning services in the Bay Area for nearly 20 years. With countless 5-star reviews and a team of dedicated, expereinced professionals, Dimov Tax promises to serve each of its clients with kindness and respect, while ensuring they are doing everything they can to optimize their taxes. Taking into account each individual's unique cirucmstances, Dimov Tax works with their clients to lessen their tax burden and plan for a successful future, all at one of the most cost-effective prices in San Francisco. Consider Dimov Tax for all of your accounting and tax planning needs today.

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Legacy Tax & Resolution Services
#1 of 12 Top SF Tax Planners

Legacy Tax and Resolution Services is a renowned tax relief and tax services firm with over two decades of experience in the tax planning and tax resolution fields. Legacy Tax havs the knowledge to address any IRS tax concerns you may have. Their goal is to keep your taxes as low as legally possible, to safeguard your assets, and to maximize tax deductions while remaining in conformity with the IRS. Legacy Tax and Resolution Services' tax specialists will alleviate your tax and IRS anxiety, present your case, and settle your IRS tax issues and tax burden. It is not a smart idea to go it alone against an IRS audit, releasing a levy, or preventing a wage or bank garnishment. The professional tax advisers at Legacy Tax will analyze your situation and recommend the best course of action.

#2 of 12 Leading Tax Professionals in San Francisco

The Flex Tax and Consulting Group, or FTCG, is an accounting, tax, and business consulting firm that has been recognized as one of the leading tax planning firms in San Francisco. FTCG demands excellence in everything they do, working with experienced and professional associates to act fast and learn faster. With a specific focus on the future, Flex Tax and Consulting Group will work with you honestly and openly to get you set up on a long-term, effective tax plan.

Gator Tax Prep
#3 of 12 Top-Notch Tax Planning Companies

Established in 2010 and 100% completely online since COVID-19, Raf Skovron started Gator Tax Prep as a way to deliver a higher level of service than the large chains and software companies. Serving Bay Area clients with a specialty in Bitcoin and cryptocurrency transactions, Raf believes that service continues long after you've received a quote.

Steve Rabin CPA
#4 of 12 Best Tax Planners in SF

Even for an experienced entrepreneur or business owner, tax issues may be unpleasant and difficult to interpret. The staff at dissects your options and collaborates with you to arrive at a solution that is suitable for you or your business. Steve Rabin CPA communicates with you throughout the process, ensuring that you are never left in the dark regarding your condition or their work. Their business was founded in 2005 to provide superior tax services to customers throughout the Bay Area, and their  services are available in English, Spanish, and Mandarin Chinese.

Tax Break-ers
#5 of 12 Leading SF Tax Planners

Tax Break-ers provides individuals and small businesses in the San Francisco Bay Area with dependable and convenient tax and accounting services. They consider themselves pioneers of a product that is tailored to the unique demands of each client. Tax Break-ers' customers typically choose to supply them with their paperwork and converse remotely until both parties are prepared for a face-to-face encounter. Tax Break-ers can meet you at one of their authorized informal "meetup" places if you want a more intimate level of discussion. In doing so, Tax Break-ers strives to provide you with a service that is dependable, convenient, and straightforward.

Pelevin & Co, CPA
#6 of 12 Top-Notch Tax Professionals in San Francisco

Vladislav Pelevin has a thorough grasp of his clients' goals and unique circumstances and knows exactly how to deliver on their desired outcomes. When working with Pelevin & Co, CPA, you may anticipate a timely response to all of your inquiries and straightforward answers regardless of how complex the situation is. Pelevin & Co, CPA utilizes all available technologies to facilitate contact while keeping expenses low, resulting in extremely competitive pricing. Data gathering, draft return prep, client review, final return, client approval, and return filing can all be done online.

Why Blu
#7 of 12 Best Tax Planning Companies

Why Blu believes that they are unlike any accounting and tax prep firm you have ever worked with before. Why Blu chooses not to lead with partner names, and instead chose the color blue as it symbolizes trust and integrity. Individuals at companies worldwide place their trust in ​Why Blu, as they specialize in tax planning for employees at start-ups as well as large corporations. Why Blu places a premium on people and the environment in addition to their earnings, and donates 10% of all profits to eco-friendly charities.

Beuther Tax Service
#8 of 12 Best SF Tax Planners

With over two decades of exceptional business, leadership, and professional experience with category and industry leaders such as Wells Fargo Bank, Levi Strauss, Kraft Foods, Hallmark Cards, and H&R Block, Robert Beuther of Beuther Tax Service is eager to put his proven track record of producing superior results to work for you. Beuther Tax Service can assist you in anticipating and planning for the tax implications of changes in your personal and professional lives, and specializes in self-employment, investments, real estate, and tax concerns affecting same-sex couples.

Frederiksen-Crawford CPAs, Inc.
#9 of 12 Leading Tax Planning Companies

As a premier tax planning and tax services firm in San Francisco and Marin County, you can trust your taxes with Frederiksen-Crawford CPAs, Inc. With the belief that "It's not what you earn, it's what you keep!", Frederiksen-Crawford CPAs works with their clients to minimize tax obligations, plan for your future, integrate tax planning with other financial planning and tax savings idea, as well as tax deferment.

Kaufmann Advisors
#10 of 12 Top-Notch Tax Planners in SF

Not all small individual and company tax services are the same. Certain small company accountants have thousands of customers but never truly get to know you. That is why Kaufmann Advisors provides each new client with a personalized tax strategy plan. This upfront payment enables you to receive the greatest proactive tax guidance possible, resulting in annual savings of thousands of dollars. They are not limited to tax preparation, as they are extremely proficient and certified in tax planning.

William E. Ehardt, CPA
#11 of 12 Top SF Tax Planners

William E. Ehardt, CPA is a full-service accounting and tax preparation business based in San Francisco, California, and serves customers across the country. They are committed to delivering professional, individualized services and counseling to individuals and businesses with a wide variety of financial requirements. Since 1988, William E. Ehardt, CPA has been assisting local individuals and businesseswith their financial needs. They ensure that each customer receives the close scrutiny and attention they deserve by combining their skills, experience, and their staff's team mindset. Their commitment to high standards, outstanding customer care, and a strong work ethic keeps their clientele coming back year after year.

Marcum LLP
#12 of 12 Leading Tax Professionals in San Francisco

Marcum LLP's Tax & Business Services division in San Francisco, California provides a full range of accounting and regulatory compliance services. They offer a large array of services, including accounting, bankruptcy and insolvency, business advisory, corporate taxation, family wealth management, financial statements, international taxation, state and local taxation, tax controversy, tax credits and incentives, tax-exempt businesses, and tax return compliance. Their high level of expertise guarantees that the advice and services provided to customers are tailored to their individual needs.



The above list includes Tax Planners SF that SFist believes actively provides superior services. In some cases, they are among the most successful teams in San Francisco. In some cases, variable, sponsorship listing fees or commissions effect the ranking position of the teams, but every one has a history of providing great services. To learn more about SFist's classifieds listings read more here.


SFist / Best of San Francisco / 13 Best Tax Planners in SF