H&R Block
★★★★½ (89 reviews)2440 N Fremont St Ste 206, Monterey, CA 93940
(831) 655-1293
Website: www.hrblock.com/tax-office-near-me/california/monterey/4941/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["1–6 PM"],"Monday":["Closed"],"Saturday":["10 AM–5 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["Closed"],"Wednesday":["1–7 PM"]}
Block Advisors
★★★★★ (39 reviews)99 Pacific St Bldg 575 Ste E, Monterey, CA 93940
(831) 373-0744
Website: www.blockadvisors.com/tax-office-near-me/california/monterey/6344/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["10 AM–2 PM"],"Wednesday":["3–7 PM"]}
The Mattox Group
★★★★★ (11 reviews)659 Abrego St Ste 1A, Monterey, CA 93940
(831) 747-1381
Website: www.themattoxgroup.com
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
Compass Tax And Financial Services, Inc
★★★★★ (8 reviews)2511 Garden Rd # B150, Monterey, CA 93940
(831) 324-4114
Website: compasstaxpros.com
Hours: {"Friday":["9 AM–5:30 PM"],"Monday":["9 AM–5:30 PM"],"Saturday":["10 AM–2 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5:30 PM"],"Tuesday":["9 AM–5:30 PM"],"Wednesday":["9 AM–5:30 PM"]}
Ganeles & Associates - A Monterey CPA Firm
★★★★★ (7 reviews)1900 Garden Rd #240, Monterey, CA 93940
(831) 375-1910
Website: monterey-cpa.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"]}
Barbara Simonich, CPA
★★★★☆ (6 reviews)10 Harris Ct, Monterey, CA 93940
(831) 375-7779
Website: www.cpamonterey.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"]}
AJ Houston Financial Services
★★★★☆ (5 reviews)225 Cannery Row #21, Monterey, CA 93940
(831) 373-3800
Website: www.ajhoustonfinancialservices.com
Hours: {"Friday":["10 AM–4 PM"],"Monday":["10 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–4 PM"],"Tuesday":["10 AM–4 PM"],"Wednesday":["10 AM–4 PM"]}
Joel Knight Tax & Business Services
★★★☆☆ (6 reviews)9825 Blue Larkspur Ln, Monterey, CA 93940
(831) 646-8931
Website: www.joelknight.com
Hours: {"Friday":["Closed"],"Monday":["7 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["7 AM–5 PM"],"Tuesday":["7 AM–5 PM"],"Wednesday":["7 AM–5 PM"]}
RINA R. TRINGALI, CPA, CFE
★★★☆☆ (6 reviews)550 Figueroa St # E, Monterey, CA 93940
(831) 372-4272
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"]}
Creative Planning
★★★★☆ (4 reviews)2340 Garden Rd #202, Monterey, CA 93940
(831) 372-3426
Website: creativeplanning.com/locations/monterey-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=monterey_ca
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"]}
Aubuchon Tax & Financial Services
★★★★★ (3 reviews)777 Cass St, Monterey, CA 93940
(831) 655-5131
Hours: {}
Central Coast Financial Management
★★★★★ (3 reviews)299 Webster St, Monterey, CA 93940
(831) 275-2608
Website: www.centralcoastfinancial.com
Hours: {"Friday":["9 AM–5:30 PM"],"Monday":["9 AM–5:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5:30 PM"],"Tuesday":["9 AM–5:30 PM"],"Wednesday":["9 AM–5:30 PM"]}
JK Chyo & Company
★★★☆☆ (4 reviews)1010 Cass St suite d-10, Monterey, CA 93940
(831) 645-9456
Website: www.chyocpa.com
Hours: {"Friday":["8:30 AM–4:30 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–4:30 PM"],"Tuesday":["8:30 AM–4:30 PM"],"Wednesday":["8:30 AM–4:30 PM"]}
TOLKAN & ITO, CPA's
★★★½☆ (3 reviews)659 Abrego St #1B, Monterey, CA 93940
(831) 372-8104
Website: www.tolkananditocpas.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"]}
Blakenship Marilyn T CPA
★★★½☆ (3 reviews)515 Hartnell St, Monterey, CA 93940
(831) 657-0525
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"]}
Finn & Cohen
★★★★★ (2 reviews)425 Pacific St # 302, Monterey, CA 93940
(831) 375-5166
Website: www.fc-cpa.com
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"]}
Legal Tech Time Accounting
★★★★★ (2 reviews)301 Bonifacio Pl, Monterey, CA 93940
(831) 656-0834
Website: lgltech.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"]}
Evers Law Office
★★★★★ (2 reviews)2100 Garden Rd STE F, Monterey, CA 93940
(831) 648-1500
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"]}
Ward Accountancy Inc
★★½☆☆ (3 reviews)10 Bonifacio Pl, Monterey, CA 93940
(831) 373-1211
Website: www.wardaccountancy.com
Hours: {"Friday":["7 AM–5 PM"],"Monday":["7 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["7 AM–5 PM"],"Tuesday":["7 AM–5 PM"],"Wednesday":["7 AM–5 PM"]}
Major Accountancy Group
★★★☆☆ (2 reviews)400 Camino El Estero, Monterey, CA 93940
(831) 432-3161
Website: www.majoraccountancygroup.com/contact.php
Hours: {}
Bianchi, Kasavan & Pope, LLP
★★★☆☆ (2 reviews)1000 Munras Ave Suite 200, Monterey, CA 93940
(831) 373-1697
Website: www.bkpcpa.com
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"]}
Barry Dolowich, CPA, Inc.
★★★★★ (1 reviews)71 Soledad Dr, Monterey, CA 93940
(831) 372-7200
Hours: {"Friday":["8:30 AM–5 PM"],"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"]}
Monterey Peninsula Business
★★★★★ (1 reviews)1340 Munras Ave # 220, Monterey, CA 93940
(831) 649-5554
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"]}
Poulos James F CPA
★★★★★ (1 reviews)578 Houston St C, Monterey, CA 93940
(831) 372-8422
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"]}
Law Offices of William A. Brandwein
★★★★★ (1 reviews)215 W Franklin St, Monterey, CA 93940
(831) 372-3266
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"]}
McGilloway, Ray, Brown & Kaufman
★☆☆☆☆ (1 reviews)2511 Garden Rd a180, Monterey, CA 93940
(831) 373-3337
Website: www.mrbkcpa.com
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"]}
Accounting by Francesca
★☆☆☆☆ (1 reviews)462 Webster St, Monterey, CA 93940
(831) 920-1670
Website: www.montereyaccounting.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"]}
Lori Runkle, CPA, EA
1010 Cass St D-6, Monterey, CA 93940
(831) 372-4477
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"]}
Precision CPA
245 Foam St #210, Monterey, CA 93940
(831) 277-4616
Website: www.precision.cpa
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"]}
TaxSynergy
32 Vía Ventura A, Monterey, CA 93940
(831) 521-8271
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"]}
Tostevin Accountancy Corporation
877 Pacific St # 300, Monterey, CA 93940
(831) 372-7348
Website: www.tostevin.com
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"]}
Finn & Cohen: Bain Duncan S CPA
425 Pacific St # 302, Monterey, CA 93940
(831) 375-5166
Website: www.fc-cpa.com
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"]}
Renate Howells Business & Tax
475 Washington St b, Monterey, CA 93940
(831) 373-1537
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"]}
Mike Russo Business & Tax Services
276 El Dorado St, Monterey, CA 93940
(831) 644-9108
Hours: {}
SR Management
1102 Airport Road, Monterey, CA 93940
(831) 649-4495
Website: www.facebook.com/SRMgmnt
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"]}
Rede Susan
80 Garden Ct Suite 210, Monterey, CA 93940
(831) 648-4240
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"]}
Ledger Plus
Monterey, CA 93940
(831) 375-2284
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"]}
Grace & Associates
2600 Garden Rd #320, Monterey, CA 93940
(831) 373-4957
Website: www.gracecpas.com
Hours: {}
Scholl & Arensdorf, LLP CPA
2100 Garden Rd #315, Monterey, CA 93940
(831) 649-5643
Website: www.schollcompany.com
Hours: {"Friday":["8:30 AM–4:30 PM"],"Monday":["8:30 AM–4:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–4:30 PM"],"Tuesday":["8:30 AM–4:30 PM"],"Wednesday":["8:30 AM–4:30 PM"]}
ie Solutions
540 Irving Ave, Monterey, CA 93940
(831) 373-8200
Website: www.ie-solutions.biz
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"]}
davis & davi, cpas in monterey, ca
1010 Cass St, Monterey, CA 93940
(831) 649-1665
Hours: {}
About Tax Preparers in Monterey, CA
BeforeTaxUSA.com helps you find qualified tax preparers in Monterey, California. Known for its strong tourism, hospitality, and fishing industries, Monterey’s economy also includes a significant number of small businesses, independent contractors, and military families connected to the Presidio. These diverse income sources can make tax filing more complex, especially when dealing with seasonal work, rental properties, or out-of-state earnings.
A local tax preparer understands California’s specific tax laws, including state credits and deductions that may benefit Monterey residents. They can also help with issues like self-employment taxes, gig economy income, or deductions for home offices and business equipment. Whether you run a Cannery Row shop, work in hospitality, or are a retiree managing investments, a professional can help you file accurately and maximize your refund.
Using BeforeTaxUSA.com, you can browse verified tax professionals in Monterey based on your specific needs. Each listing includes contact details and service areas, so you can choose someone who fits your schedule and budget.
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 info@beforetaxusa.com.