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BayBridge Capital Group

BayBridge Capital Group

Reviews Summary

Clients consistently praise the team's professionalism, knowledge, and personalized approach to financial planning. They highlight exceptional service, clear communication, and thorough strategies tailored to individual goals. Many appreciate the team's responsiveness, modern tools, and ability to simplify complex financial concepts. Clients feel empowered, well-informed, and confident in their financial future, often noting significant stress reduction. The comprehensive onboarding process and ongoing support are frequently mentioned as standout qualities. Transparency and a client-first mentality are recurring themes across reviews.

About This Listing

CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Remote Services

Contact Information

Address

5976 W Las Positas Blvd Suite 124

Pleasanton, California 94588

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

My wife and I have recently had the pleasure of discussing our financial plan with Kevin at BayBridge. We were quite impressed with Kevin's professionalism, compassion, and knowledge. In addition, he is a patient and gifted teacher, helping us better understand our present status, while generating multiple, creative options for success moving forward. We came away from our first two meetings with the utmost confidence and positivity regarding our finances. We now have a very vivid picture of our future, our

Kevin and his team at BayBridge Capital Group are truly best! They heard our needs, concerns, future goals and constructed an amazing game plan for my wife and I for our financial future. We feel empowered, stress free from finances which hasn't been the case. The entire staff is very responsive, detail oriented, timely, and efficient! You know you're in the right place after your initial conversation with this team. Thank you Kevin & BBCG team!

We've been working with Kevin Batstone and the BayBridge Capital team for the last 3 years. We have found them to be nothing but professional, knowledgeable and exceptional within the financial planning world. Kevin has guided us through our current & long term financial planning, & strategies as well as he continues to educate us on market trends as it relates to our own personal situation. Kevin is the most down-to-earth person that he makes talking about our finances easy & enjoyable. Kevin has excellen

I've been working with Kevin and Eugene and BayBridge for over 5 years. I cannot say enough good things about how good they are. They take the time to understand my financial situation, risk concerns, and future goals. The on boarding process alone was so thorough that I had not experienced with any of my prior investment/financial advisors. In addition, he uses modern technology and I love utilizing his online platform which allows me to stay on budget while seeing my total financial picture at any giv

Finally!! A wealth management firm that places MY financial needs above its own! The team at BayBridge Capital Group treats me as if I am their sole client, although that is far from the case. Without fail, I receive prompt, accurate responses to my inquiries and my financial advisor always makes the complex world of investment strategies easier for me to understand. I may not fully grasp all the intricacies of how my portfolio works?much the same way I don?t know all the mechanics of how to repair my car?

We are SO fortunate to be BBCG clients! Not only is all the staff friendly & welcoming, each member of the team is highly knowledgeable and customer-oriented. Kevin Batstone & Eugene Gurevich head up a multi-faceted organization which truly is the epitome of their combined efforts to provide outstanding service in financial planning as well as coordination with an insurance specialist, tax CPA, etc. My husband & I have never been kept so well-informed re: our portfolio as we are with BBCG. Because transpar

Eugene and his team at BayBridge Capital have been great advisors for our 401k company plan. Their review and streamlined documentation process is terrific compared to our previous advisors. Stephen Liu MicroMenders

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.