Tax preparation in San Mateo, CA
San Mateo (pop. 103,536) has 315 credentialed tax preparers — about 30.4 per 10,000 residents.
Credentialed preparers
315
136 CPAs · 59 EAs · 4 attorneys
Returns filed
69,320
IRS SOI, ZIP-level
Avg. AGI per return
$215,890
Avg. refund
$4,823
50% of returns get one
Self-employment share
18.8%
returns w/ Schedule C income
Use a paid preparer
55%
share of local returns
Free prep returns (VITA)
310
IRS-assisted filings
Need tax help in San Mateo?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
55% of San Mateo filers already use a paid preparer — see if it makes sense for you.
Tax services in San Mateo
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 San Mateo
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| YOKE CHEN ABIDOG | CPA | 94402 | — |
| NOVA BUSINESS & IMMIGRATION | SRTP | 94403 | (415) 515-8608 |
| LIBERTY TAX | SRTP · AFSP | 94402-3024 | 4152163443 |
| ALVARADO TAX & ACCOUNTING SVCS | SRTP · AFSP | 94401 | 650-347-7016 |
| WILLIAM AMSBARY | CPA | 94403 | 714-200-4838 |
| ANDERSEN MCKUNE & ASSOCIATEsite | CPA | 94402 | (650) 574-1785 |
| Intera Tax, Inc. | EA · AFSP | 94403 | (650) 416-4397 |
| Osama Abulebdeh | EA | 94404 | (415) 424-5806 |
| Louise Aiello | CPA | 94402 | (650) 653-2419 |
| Anderson Taxsite | CPA | 94401 | — |
| GEMA TAX SERVICES | Other · AFSP | 64061 | (650) 504-6478 |
| ROBERT BALOPOLE | EA | 94402 | 6505741307 |
FAQ
How many tax preparers are in San Mateo?
The IRS lists 315 credentialed tax preparers in San Mateo, CA — including 136 CPAs, 59 enrolled agents, and 4 tax attorneys.
What's the average tax refund in San Mateo?
Returns filed from San Mateo ZIP codes average a refund of $4,823, and roughly 50% 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.