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Mirador Capital Partners

Mirador Capital Partners

Reviews Summary

Clients consistently praise Mirador for exceptional communication, personalized service, and deep expertise in financial planning. Many highlight long-term satisfaction, noting steady portfolio growth and responsive support. The team is described as knowledgeable, caring, and dedicated to understanding client needs. Several mention trust built over years, with specific appreciation for handling complex transactions seamlessly. Overall, reviews reflect strong confidence in Mirador's ability to navigate markets while providing warmth and professionalism.

About This Listing

Business Consulting
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

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

Business Consulting
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Contact Information

Address

6700 Koll Center Pkwy #230

Pleasanton, California 94566

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7AM-5PM
Tuesday 7AM-5PM
Wednesday 7AM-5PM
Thursday 7AM-5PM
Friday 7AM-5PM
Saturday Closed

Customer Reviews

I have been with Mirador since 2018 and I am so glad that I made the switch. What I appreciate is the time spent helping me understand things, the way that they inquire about what is important to me, the perspective that the effort is about helping one another and the confidence I feel after each interaction. I appreciate the whole team and I am grateful to have Carol as part of my support system.

I've been a client of Mirador Capital for something like 10 years now. Great firm to work with and always available for answering questions. My investments have continued to grow at a nice rate.

I do not have enough words to describe the care and concern that the Mirador team give their clients! They listen and help make the best possible decisions, and they are beyond smart with the investments they choose. I did recommend them to many friends, and will continue to do so. Thank you!!

I feel very supported by Mirador. Don is extremely knowledgeable and communicative. And the team is always available to answer questions, make suggestions and work to help you understand and enjoy the whole investment process. Also love the warmth, friendliness and caring of the entire team.

Don and his support group at Mirador work extremely hard to keep us informed and market conditions and their strategy for handling our money. Since we moved out of the area we cannot pop in for a meeting at their office but Don is always willing to set up a zoom call to address any questions or concerns we have.

I want to especially commend Daniela Palma (aka Dani) for her persistent, diligent, professional work on an asset transfer. Obstacle after obstacle tossed in her way, and she cruises over them with ease! Much appreciation! This in addition to the years of solid advice and mangement from Carol and all the others at Mirador. Couldn't ask for better.

Thank you Don Garman and team at Mirador Capital Partners. You have given me peace of mind that my retirement assets are protected and growing during a tumultuous time in the market. I am confident that you and your team will continue the great work! Much appreciated K. Kraus

I have been investing thru Mirador Capital from the beginning. They understand their client's needs and wants.

Trusted financial & estate planning with an experienced and responsive team: highly recommended!

I?m proud to Say that we are one of there oldest and happiest accounts, (meaning one of the first to sign on lol )

Great communication and overall experience!

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.