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Accounting Firm

Gelardi Tax Service

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

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About Gelardi Tax Service

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

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

Categories & features

Rankings

As of 2026-10-11. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
2006 (20 years) evidence sent

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