Tax preparation in Lodi, CA
Lodi (pop. 64,596) has 142 credentialed tax preparers — about 22.0 per 10,000 residents.
Credentialed preparers
142
27 CPAs · 15 EAs · 3 attorneys
Returns filed
33,230
IRS SOI, ZIP-level
Avg. AGI per return
$80,612
Avg. refund
$2,935
65% of returns get one
Self-employment share
15.0%
returns w/ Schedule C income
Use a paid preparer
59%
share of local returns
Free prep returns (VITA)
170
IRS-assisted filings
Need tax help in Lodi?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
59% of Lodi filers already use a paid preparer — see if it makes sense for you.
Tax services in Lodi
Tax Preparation
Get your federal and state returns prepared and filed correctly.
Tax Relief & Resolution
Owe back taxes? Specialists negotiate with the IRS on your behalf.
Back Taxes & Unfiled Returns
Catch up on years of unfiled returns before the IRS files for you.
Audit Representation
A CPA, EA, or tax attorney deals with the IRS so you don't have to.
Business & S-Corp Tax
Entity returns, payroll tax, deductions, and quarterly planning.
Self-Employed & 1099 Taxes
Schedule C, quarterly estimates, and deductions for freelancers and gig workers.
Crypto & Digital Asset Taxes
Capital gains, DeFi, staking, and the 1099-DA era of crypto reporting.
Amended Returns (1040-X)
Fix a filed return — missed credits, wrong status, forgotten income.
Filing Extensions
More time to file (not to pay) — Form 4868 and what it really does.
IRS Notice Help
Got a letter? Know exactly what it means and what happens next.
Filing stats by ZIP code
Credentialed preparers in Lodi
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| A.R. Khan Tax & Services L.L.C | SRTP | 95242 | 2094261566 |
| KPMG LLP | CPA | 95240 | (916) 554-1171 |
| LATINOAMERICANA TRAVEL | Other | 95240 | 2093690124 |
| G BROCK ARMSTRONG, CPA | CPA | 95241-0172 | 209-747-9880 |
| CLEMENCIA AVINA | Other | 95240-5738 | — |
| Muhammad Amjid | Other · AFSP | 95240 | — |
| M BECERRIL | SRTP | 95242 | — |
| BB Bookkeeping | Other | 95242 | (209) 369-1400 |
| MB TAX SERVICE | Other | 95242 | 2094063293 |
| Pronto Tax 411 | SRTP | 95242 | 2099154369 |
| EDWARD T BURKE | CPA | 95240 | 2093689051 |
| A1 Pro Tax Solutions Inc | EA | 95240 | 2093212977 |
FAQ
How many tax preparers are in Lodi?
The IRS lists 142 credentialed tax preparers in Lodi, CA — including 27 CPAs, 15 enrolled agents, and 3 tax attorneys.
What's the average tax refund in Lodi?
Returns filed from Lodi ZIP codes average a refund of $2,935, and roughly 65% of returns receive a refund.
Do I need a CPA or can I file myself?
If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.