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Ken R. Anderson, CPA

Ken R. Anderson, CPA

Reviews Summary

The consensus is overwhelmingly positive, with clients praising the firm's professionalism, expertise, and personal touch. Many highlight long-term relationships (10+ years), noting the team's deep knowledge of tax laws, proactive approach, and ability to save money. Clients appreciate the staff's friendliness, responsiveness, and willingness to go above and beyond, even for last-minute requests. The firm is consistently described as trustworthy, supportive, and highly recommended for both personal and business needs. Several mention successful navigation of IRS audits, emphasizing accuracy and compliance. The team's accessibility, clear communication, and genuine care for clients' financial well-being are recurring themes.

About This Listing

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.*

Contact Information

Address

3180 Crow Canyon Pl #130

San Ramon, California 94583

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

I called Mr. Anderson today because I had a short question. He was super friendly and helpful. He's very knowledgeable! I definitely can recommend him! Thank you for your help!

Ken's been my CPA for my business for over a decade now. He's super smart and is always out in front of the latest IRS regulations keeping me compliant and saving me the most in taxes. Reece and Andrea keep me up to date with payroll and tax prep and make sure things are always running smoothly with my account. As a professional coach I also recommend Ken's firm to all my business clients. They're the best!

Ken Anderson and staff are not only an accounting firm but they have treated us as family. We have been doing business with the firm for over 4 years and the best way to describe them is "SUPPORTIVE". No matter what issue you may be experiencing, they take the time to walk you through it every step of the way. Ken was there for us in the most difficult time of our business and personal life. Ken is a honest family man that works hard for his clients to ensure that we are in compliance and that when we sign

I have and will continue to refer Ken to friends, family, and colleagues. My husband and I, along with our business have been using Ken Anderson's firm for over a decade. We have always been happy with the services, Ken and his crew go the extra mile for their customers, they are kind, caring and very knowledgeable. He is always willing to answer tax questions, giving me a better understanding of the ever-changing tax codes and how they affect myself and our business. A+++

Ken Anderson CPA has been our family and businesses accountants for over 30 years. He has a great staff of people that are always willing to step up and help out. Ken has always made himself available when ever I have requested time with him. I would highly recommend his services. Total professional.

Ken has been a great asset to our business. We've used his services since day one for 11 years now. Not only is he proficient at his job but he is also very knowledgeable about other aspects of your business which is very valuable. I would recommend him to anyone I know.

Ken has been doing my taxes for over 10 years and he is amazing! He is very professional and knows how to save you money by ensuring that you are utilizing all of the deductions that you are eligible for. I had an IRS audit one year and Ken helped me through it and I didn't have to pay the IRS any extra taxes or fines because Ken did my taxes perfectly.

I cant say enough about Ken, Reece, Andrea and the team at Anderson 's! I am a small business owner and virtually trust my financial operations to them on a daily basis, from payroll through tax prep. If there is a better CPA team, I'd love to see them because I went through a few duds before I found Ken Andersons firm a few years back. Integrity, competency and dedication. My business is with them for as long as I am incorporated! Bravo!

Knowledgeable, detail-oriented and professional. Three things that reminds me of Ken and his team. Ken was recommended by a friend and it was one of the best financial advice someone had given me. Whenever I have any tax related questions, Ken takes the time to answer them based on my financial scenarios. He's one of my main asset and resources to plan for my financial future.

Ken has been doing my taxes since 2001 and has always been friendly and accommodating. Whenever I have had questions, even outside of tax season, he has replied very quickly. I highly recommend Ken and his staff!

I have used Ken Anderson for over 3 years. He is very professional, and yet has a very personal side when dealing with his clients. Highly recommend him !! Another positive factor is that everyone in his office is friendly and helpful.

Ken is super smart, nice, and professional. I would definitely recommend him to all of my friends/family. I reached out to other CPAs but they weren't as good as ken. Thank you for your help in answering all of my questions. I really appreciate it.

Ken, Andrea, and Reece are soooo knowledgeable and helpful. I've used them for about a year for my business?s book keeping, taxes, and for whatever else the government sends me and I'm not sure what to do with. I ask them a bunch of questions I'm sure other people would charge me to answer. They make themselves available for you and are really personable and easy to get along with. They're also very knowledgeable about current laws and tax stuff that I don't think normal people keep track of, and I think th

We have been fortunate to be Ken Anderson's clients for about 15 years and we love working with him. He is knowledgeable, trustworthy, and proactive. We highly recommend him.

Ken and Andrea are amazing to work with. They have always come through for us, even when we need something at the last minute!

They Know their stuff!! Been with them for over 15 yrs and two audits, IRS and Board of Equalization. 5 stars for sure!

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.

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