The 5 Best Tax Preparers Around Truckee/North Lake Tahoe Region

For many people, tax season can feel like a high-stakes puzzle — complicated, time-consuming and a bit nerve-racking. That’s where local tax preparers come in, offering not just number-crunching skills but also clarity, peace of mind and a firm grasp on changing tax laws. These tax preparation experts, well-regarded in the Best of North Lake Tahoe and Truckee, help individuals and small businesses make sense of deductions, deadlines and dollars, all while keeping compliance in check and financial goals in sight.

Becky Rivard, CPA

For clients seeking experience combined with personal attention, Becky Rivard, CPA delivers a grounded, client-focused approach to accounting. With over 25 years of experience, Rivard has built a reputation around individualized tax strategies for both individuals and small businesses. Her firm emphasizes direct communication — no being passed off to assistants or junior staff. Whether it’s tax planning, preparation or general financial consulting, Rivard’s work is characterized by thoughtful listening and tailored advice.

Sitkoff & O'Neil

What sets Sitkoff & O’Neil apart isn’t just their range of services—it’s their longevity and community presence. Founded in 1983, this full-service accounting firm has been helping Truckee businesses and residents navigate tax preparation, bookkeeping and strategic planning for decades. The firm blends deep institutional knowledge with modern tools, offering everything from QuickBooks support to retirement planning. They take pride in the long-term relationships they’ve cultivated and the trust they’ve earned in town.

Joni Bock, Balanced Books & Consulting, Inc.

Balanced Books & Consulting, led by Joni Bock, is all about making financial operations more manageable — especially for small businesses. Specializing in bookkeeping, payroll, and tax services, Bock’s firm tailors its approach to fit the day-to-day realities of local entrepreneurs and professionals. With a focus on clear reporting and streamlined systems, Balanced Books helps its clients stay audit-ready and ahead of schedule. The consulting side of the business gives clients an edge, too — offering financial analysis and long-term planning to help make smarter business decisions.

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