H&R Block
★★★★★ (167 reviews)1921 W San Marcos Blvd #120, San Marcos, CA 92078
(760) 598-7676
Website: www.hrblock.com/tax-office-near-me/california/san-marcos/3511/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {}
Pacific Tax & Financial Group Inc
★★★★★ (132 reviews)955 Boardwalk STE 203, San Marcos, CA 92078
(760) 471-2040
Website: www.pacifictax.com
Hours: {"Friday":["8:30 AM–8 PM"],"Monday":["8:30 AM–8:30 PM"],"Saturday":["9 AM–5 PM"],"Sunday":["Closed"],"Thursday":["8:30 AM–8:30 PM"],"Tuesday":["8:30 AM–8:30 PM"],"Wednesday":["8:30 AM–8:30 PM"]}
Jackson Hewitt Tax Service
★★★★★ (84 reviews)732 Center Dr, San Marcos, CA 92069
(760) 732-3412
Website: office.jacksonhewitt.com/tax-preparation-services-locations/en/ca/san-marcos/732-center-drive/53494?utm_source=google&utm_medium=local&utm_campaign=local&utm_content=53494
Hours: {}
Internal Revenue Service (IRS) Taxpayer Assistance Center
★★½☆☆ (71 reviews)1 Civic Center Dr, San Marcos, CA 92069
(844) 545-5640
Website: apps.irs.gov/app/office-locator
Hours: {"Friday":["10:30 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"]}
Priority Tax & Finance dba Stevan's Tax Service
★★★★★ (26 reviews)260 Buena Creek Rd, San Marcos, CA 92069
(760) 212-7413
Website: www.ptf-inc.com
Hours: {"Friday":["9 AM–7 PM"],"Monday":["9 AM–7 PM"],"Saturday":["9:30 AM–7 PM"],"Sunday":["9 AM–4:30 PM"],"Thursday":["9 AM–7 PM"],"Tuesday":["9 AM–7 PM"],"Wednesday":["9 AM–7 PM"]}
Barron Income Tax- San Marcos
★★★★★ (19 reviews)500 S Rancho Santa Fe Rd STE 104, San Marcos, CA 92078
(760) 295-3590
Website: www.barronincometax.com
Hours: {"Friday":["11 AM–6 PM"],"Monday":["11 AM–6 PM"],"Saturday":["11 AM–2 PM"],"Sunday":["Closed"],"Thursday":["11 AM–6 PM"],"Tuesday":["11 AM–6 PM"],"Wednesday":["11 AM–6 PM"]}
Creative Management & Tax
★★★★½ (19 reviews)817 W San Marcos Blvd, San Marcos, CA 92078
(760) 744-7100
Website: sdtaxoffice.com
Hours: {"Friday":["8 AM–12 PM","1–5 PM"],"Monday":["8 AM–12 PM","1–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–12 PM","1–5 PM"],"Tuesday":["8 AM–12 PM","1–5 PM"],"Wednesday":["8 AM–12 PM","1–5 PM"]}
LGC Tax Services, Inc.
★★★★½ (16 reviews)751 Rancheros Dr #8, San Marcos, CA 92069
(760) 975-2125
Website: www.leocruztaxservices.com
Hours: {"Friday":["10 AM–11 PM"],"Monday":["10 AM–10 PM"],"Saturday":["9 AM–11 PM"],"Sunday":["Closed"],"Thursday":["10 AM–10 PM"],"Tuesday":["10 AM–10 PM"],"Wednesday":["10 AM–10 PM"]}
PROFESSIONAL TAX CENTER (PTC)
★★★★½ (15 reviews)574 E Mission Rd SUITE C, San Marcos, CA 92069
(760) 566-7771
Hours: {"Friday":["10:30 AM–8 PM"],"Monday":["10:30 AM–8 PM"],"Saturday":["10:30 AM–6 PM"],"Sunday":["10:30 AM–6 PM"],"Thursday":["10:30 AM–8 PM"],"Tuesday":["10:30 AM–8 PM"],"Wednesday":["10:30 AM–8 PM"]}
Balanced Bookkeeping
★★★★★ (9 reviews)San Elijo Rd N, San Marcos, CA 92078
(760) 807-1147
Website: www.balancemybooks.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"]}
Bilingual Services
★★★★★ (9 reviews)310 Via Vera Cruz #103, San Marcos, CA 92078
(760) 750-1994
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"]}
LIROJE Notary & Tax Services
★★★★½ (10 reviews)910 W San Marcos Blvd Suite 101, San Marcos, CA 92078
(760) 744-2677
Hours: {"Friday":["10 AM–7 PM"],"Monday":["10 AM–7 PM"],"Saturday":["11 PM–12 AM"],"Sunday":["12 AM–3 PM"],"Thursday":["10 AM–7 PM"],"Tuesday":["10 AM–7 PM"],"Wednesday":["10 AM–7 PM"]}
Carr Accounting
★★★★★ (6 reviews)409 S Las Posas Rd, San Marcos, CA 92078
(760) 672-0494
Website: carraccounting.com
Hours: {"Friday":["9 AM–4 PM"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}
Tax Group of San Diego
★★★★★ (5 reviews)100 E San Marcos Blvd #400, San Marcos, CA 92069
(760) 744-1040
Website: www.taxgroupsd.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"]}
A2Z Bookkeeping & Tax
★★★★★ (5 reviews)955 Boardwalk STE 305, San Marcos, CA 92078
(760) 471-9229
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["9 AM–1 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
SARITA'S TAX & INSURANCE SERVICES
★★★½☆ (6 reviews)277 S Rancho Santa Fe Rd Ste C, San Marcos, CA 92078
(760) 405-6572
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"]}
Mike Morelli
★★★★★ (3 reviews)324 Avenida Chapala, San Marcos, CA 92069
(760) 791-9496
Website: mikemorellitaxprep.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"]}
Oficina Olguin
★★★½☆ (3 reviews)1551 W Mission Rd, San Marcos, CA 92069
(760) 471-8774
Hours: {"Friday":["10:30 AM–6 PM"],"Monday":["10:30 AM–6 PM"],"Saturday":["11 AM–4 PM"],"Sunday":["Closed"],"Thursday":["10:30 AM–6 PM"],"Tuesday":["10:30 AM–6 PM"],"Wednesday":["10:30 AM–6 PM"]}
San Marcos Tax Service
★★★★★ (2 reviews)321 S Rancho Santa Fe Rd, San Marcos, CA 92078
(760) 500-1795
Website: sanmarcostax.wixsite.com/service
Hours: {"Friday":["10 AM–7 PM"],"Monday":["11 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["11 AM–5 PM"],"Wednesday":["11 AM–5 PM"]}
Tax & CPA Assurance, APC
★★★★★ (2 reviews)1125 Linda Vista Dr # 101, San Marcos, CA 92078
(760) 591-0500
Website: taxcpaassurance.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["9 AM–5 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Patrick Rucker CPA, Inc.
★★★★★ (2 reviews)221 Pawnee St, San Marcos, CA 92078
(760) 749-0310
Website: www.patrickruckercpa.com
Hours: {"Friday":["8 AM–4 PM"],"Monday":["8 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–4 PM"],"Tuesday":["8 AM–4 PM"],"Wednesday":["8 AM–4 PM"]}
Olguin
★★★★★ (2 reviews)439 W San Marcos Blvd # C, San Marcos, CA 92069
(760) 471-6275
Hours: {}
Cambridge Tax Solutions Inc
★★★☆☆ (2 reviews)1030 La Bonita Dr, San Marcos, CA 92078
(760) 752-1000
Website: cambridgetaxsolutions.com
Hours: {"Friday":["8:30 AM–4 PM"],"Monday":["8:30 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–4 PM"],"Tuesday":["8:30 AM–4 PM"],"Wednesday":["8:30 AM–4 PM"]}
TAXATIONALIST CORP “INCOME TAX-PAYROLL-BOOKKEEPING SERVICES”
810 Los Vallecitos Blvd #210, San Marcos, CA 92069
(760) 300-9180
Hours: {"Friday":["8:30 AM–6 PM"],"Monday":["8:30 AM–6 PM"],"Saturday":["8:30 AM–6 PM"],"Sunday":["Closed"],"Thursday":["8:30 AM–6 PM"],"Tuesday":["8:30 AM–6 PM"],"Wednesday":["8:30 AM–6 PM"]}
San Diego CPA A Professional Tax & Accountancy Corporation
100 E San Marcos Blvd #420, San Marcos, CA 92069
(858) 800-3888
Website: www.sandiegocpas.com
Hours: {"Friday":["12–6 AM","9 AM–12 AM"],"Monday":["9 AM–12 AM"],"Saturday":["12–6 AM"],"Sunday":["Closed"],"Thursday":["12–6 AM","9 AM–12 AM"],"Tuesday":["12–6 AM","9 AM–12 AM"],"Wednesday":["12–6 AM","9 AM–12 AM"]}
Irving Tax & Financial
100 E San Marcos Blvd #400, San Marcos, CA 92069
(760) 744-7433
Hours: {"Friday":["9 AM–4 PM"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}
Quantax, Inc.
100 E San Marcos Blvd, San Marcos, CA 92069
(760) 278-1040
Website: www.quantax.us
Hours: {"Friday":["Closed"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Liberty Tax Service
1318 E Mission Rd, San Marcos, CA 92069
(760) 653-2244
Website: www.libertytax.com/income-tax-preparation-locations/20235.html?utm_source=local&utm_medium=organic&utm_campaign=gmb
Hours: {}
RTC Finance, Accounting, and Tax Services
1501 San Elijo Rd S Suite 104-151, San Marcos, CA 92078
(858) 367-3112
Website: www.ryanthomasconsulting.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"]}
About Tax Preparers in San Marcos, CA
When searching for a tax preparer in San Marcos, California, you’ll find a community shaped by a mix of small businesses, retail centers, and a growing number of residents working in education and healthcare. The city’s proximity to California State University San Marcos also means many local families have unique tax situations, such as educational credits or deductions for student loan interest. Whether you’re a freelancer, own a small shop along San Marcos Boulevard, or simply need help navigating annual filings, a qualified preparer can ensure accuracy and maximize your refund.
Many San Marcos residents turn to tax professionals to handle complex returns involving rental properties, home office deductions, or gig economy income. A local preparer understands California’s state-specific rules, like the California Earned Income Tax Credit, which can be easy to overlook. They can also help you avoid costly mistakes that might trigger an audit. By working with a pro, you gain peace of mind and often save time during busy tax season.
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.