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KPR & Associates LLP

KPR & Associates LLP

Reviews Summary

The consensus is overwhelmingly positive, with nearly all reviewers awarding 5-star ratings. Clients praise the firm's professionalism, expertise, and decades of reliable service. Many highlight exceptional tax preparation, error correction, and refund maximization. Long-term clients (some for 30+ years) appreciate the personalized attention, deep knowledge of tax laws, and ability to handle complex situations. Staff responsiveness, efficiency, and friendly service are frequently mentioned. The firm is consistently described as trustworthy, with several reviewers stating they'd recommend without hesitation. Only one negative note cites unreturned calls. Overall, KPR & Associates is regarded as a top-tier accounting firm with exceptional client care and technical proficiency.

About This Listing

Accounting
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits

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

Accounting
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits

Contact Information

Address

2300 Contra Costa Blvd

Pleasant Hill, California 94523

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

KPR and Associates were extremely professional. Ken Rosen helped us immensely with our taxes. He was very knowledgeable and even found mistakes we made and got us back some money. When we had to handle our taxes after my mother passed away he had all the answers and made our life so much easier. It took a lot of weight off our minds. My husband and I highly recommend Ken and his associates.

Ken is that rare tax professional who goes the extra mile. He truly takes the time to "know his client" and has a very efficient and professional team backing him up. He is a seasoned veteran and has probably seen every tax situation - good and bad - imaginable. He's always looking for ways to save me money on my annual returns. And he was a big help with a probate mess I had to deal with. Highly recommended

Ken Rosen and the staff of the accounting firm of KPR & Associates have been my go-to for my personal and business tax preparation for 20+ years. Their work product has always been on time and spot on. My experience with all of whom I've worked has always been top notch. I recommend the firm without reservation.

Ken & staff are incredibly professional and friendly. Most importantly, he's been preparing my taxes for the last 10 years and it's saved me thousands of dollars. He knows loopholes and cost cutting methods that most tax preparers don't, due to his decades of experience and incredible knowledge base. I'm beyond grateful that I switched tax accountants !

I was referred to Ken Rosen in 1989 by an attorney who stated that his company was the best CPA firm in the Bay Area. I have never looked back. They have filed my income tax in 4-5 states each year since then, and we all know how complicated returns can be these days. This firm is very professional, and as a client, there is always someone who personally knows you who answers the phone and your questions. In all this time, I have not had a single encounter with the IRS. I would recommend KPR and Associates

KPR & Associates is the best all around CPA firm! They have supported us in preparing our personal and business taxes since 2013. More recently, with a Trust. I highly recommend Ken Rosen and his exemplary staff!

KPR has been my choice for accounting for almost 30 years for both my personal and business returns. For that entire time, I have been totally satisfied with the quality and the professionalism they maintain. they have always done a great job for me. I can recommend KPR without hesitation.

Ken Rosen and his team at KPR & Associates including Annabelle Quezon have been great to work with. They are very professional and are responsive to any questions and inquiries I have. I highly recommend KPR & Associates. John R. Antaki Senior Vice President Epic Insurance Brokers

We came to Ken and staff with a complicated transfer of real estate and other estate matters. After reviewing our previous years returns he found several mistakes and amended those returns resulting in a refund from the IRS. I would recommend Ken and staff without reservation.

Ken has been our accountant for thirty two years and there's none better. He has navigated us through the complexities of our own business as well as our personal taxes. There's none better and his office staff is responsive, knowledgeable and professional!

Used KPR last year for the first time. Was very satisfied with the work they did. Taxes completed in a timely manner and everything was very organized. I will use them again this year and highly recommend to everyone.

If your looking for a accounting firm to handle your accounting needs, look no further. You will not find a more knowledgable staff. Ken is on top of his gave and stays current on all new tax laws. Once I hired KPR and saw what they did, I went back and re filed some old returns.

I have used Mr. Ken Rosen firm since 1986! (now KPR & Associates LLP) They are very good and professional !!! and they treat you as a human being as well you are not just a number! I have lots of respect for Mr. Rosen and the team!

Ken has been my personal and business CPA for over 30 years. He's smart, knowledgeable and a great resource for advice. I'd recommend him to anyone.

Ken is knowledgeable, professional and great to work with. Annabelle always treats customers with a personal touch. She is responsive, professional and helpful. I've been a customer for several years and recommend this company.

We have been clients of Ken Rosen's for seven + years and have been completely satisfied with Ken's professional services, as well as from his staff. All are terrific to work with.

Ken Rosen and his team have been my accountants for quite a few years. I have always found them to be professional, courteous, and helpful in managing my tax situation(s).

Ken is very knowledgeable, easy to talk to and provides clear advice. Annabelle is always helpful and responds quickly. She is on top of everything and awesome.

Have been with Ken for many years and have always been very satisfied with his services. Always willing to answer any questions in a timely manner! Thank You KPR!

Ken Rosen has been handling my taxes for last several years He is very knowledgeable, thorough and professional Highly recommended

I have been using this CPA for 20 years and over that time period I have always received solid advise, timely, and friendly service. I intend to continue using them and appreciate my association with them.

KPR provides excellent virtual service for Northern Caliornia Cancer Cente & Research Institute and ImmunoGenetics.com RMW Founder and CEO

Ken and his team at KPR have always provided me with outstanding service! They are top notch!

Ken has so much mental horsepower and insight that our yearly meeting has always been an educational delight.

I have received excellent tax advice and service from Ken and team for 15+ years.

I have been going to KPR for years to get my taxes done, very responsive, professional and helpful.

Ken and crew are very good at numbers. I've used their services for almost 20 years.

The members of KPR are very knowledgeable, helpful and patient in handling complex tax situations.

Great accounting firm. Have used them for 30 years, always helpful and professional. Couldn't be happier, no complaints ever.

I have been with KPR (Ken ) for over 35 years he's the best ??????

Ken and his associates have done our taxes for over 30 years. They get the job done!

At 85 a long time and statisfied tax and advice dependent on Ken and Annabelle additionally I'm very low vision and rely heavily on their support in tax preparation.

Called last week to get my taxes done for me and my wife and I still haven't heard back.

Reliable tax advice for many years, for matters both personal and business related, domestic and international.

Great CPA, knowledgeable, up to date on the current laws.

Very efficient and timely! Thank you!!

Excellent results and service

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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