Matt Larson Tax Advisor is operated by Bay Area Tax Advisor LLC, a tax preparation and enrolled agent representation service based in San Jose, California. Founded in 2025 by Matt Larson, an Enrolled Agent, the business provides comprehensive federal and state tax preparation services for complex individual returns, business filings, and rental real estate income.
As an Enrolled Agent, Matt can represent clients before tax authorities. The business also offers bookkeeping services to help business owners maintain organized financial records that align with tax reporting requirements.
Enrolled Agent (EA) - federally licensed to represent taxpayers before the IRS
Personal attention from founder Matt Larson
Based in San Jose, serving the Bay Area
Transparent pricing structure
Offers bookkeeping services to keep books tax-ready
Services
Tax Preparation
Comprehensive federal and state tax preparation services for individuals and businesses, including complex individual returns, business filings, and rental real estate income.
Federal tax preparationState tax preparationComplex individual returnsBusiness filingsRental real estate returns
Tax Representation
IRS and state tax authority representation services to advocate on behalf of clients, protect their rights, and work toward favorable resolutions.
Bookkeeping service to help business owners maintain clear, organized financial records that align with tax reporting requirements.
Business revenue trackingExpense categorizationPersonal vs business transaction separationAudit-ready books
Credentials & Certifications
Enrolled Agent (EA)
Reviews
Rating
5
★★★★★
Reviews
3
"His knowledge of non standard stock tax code is the best I've seen."
Frequently Asked Questions
What are the tax preparation pricing tiers? +
Basic individual returns start at $350. Itemized deductions, retirement or investments start at $700. Business and rental real estate returns start at $900. Pricing is based on time required for preparation.
What is the representation service rate? +
Representation services are billed at $900 per hour. A service deposit of $200, $500, or more may be required prior to initiating work, depending on scope.
What is the bookkeeping service pricing? +
Minimum fee is $100 per month. Fees increase by $100 per month for every 1-2 additional accounts (including credit cards). Payroll management is $350 quarterly, with each additional employee adding up to $150 to the quarterly price. Payroll set up costs an additional $500 onboarding fee.
5.0
