Accounting Firm

Gelardi Tax Service

Daly City enrolled agent practice preparing personal and business tax returns across the Bay Area

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TrustList summary

Gelardi Tax Service is a small tax and accounting practice in Daly City, California, run by owner Lisa Gelardi and serving the San Francisco Bay Area since 2006. The firm handles returns for both individuals and companies, and Lisa will travel to clients around the Bay Area to save them a trip.

What Gelardi Tax Service does

Personal tax preparation: individual returns, from itemised deductions to rental income schedules and Form 1040 work.
Business tax preparation: returns for companies and partnerships, including Form 1065 filings.
Electronic filing: returns filed online so they are in before the deadline.
Back taxes and IRS audit support: help with past-year filings and dealings with the IRS.
Tax planning: available year-round rather than only in filing season.

Clients

Individuals and businesses across the Bay Area, in a wide range of industries.

Key facts

Based in: Daly City, California
Founded: 2006
Owner: Lisa Gelardi, who holds an MBA from the University of Phoenix and studied at Chico State
Background: five years at H&R Block, where she prepared over 1,000 returns
Membership: CSTC, with ongoing training on tax law changes

Summary written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

Gelardi Tax Service is ranked on 1 TrustList ranking at #3.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Gelardi Tax Service has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

#3of 55
Travel
It is one of 34 here listing accounting and one of 39 here listing tax.
Its profile: “The firm handles returns for both individuals and companies, and Lisa will travel to clients around the Bay Area to save them a trip.”
Of the top 52 here, 39 also cover tax and 34 also cover accounting; 3 also work in Florida and 2 also work in Melbourne.
Behind Green & Peter, ahead of Insight Out Consultancy.

As of 2026-11-01. Organic ranks only; sponsored placements are never ranks. How TrustList ranks