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Steve Rabin CPA

Steve Rabin CPA

Reviews Summary

Steve Rabin is consistently praised as an exceptional CPA with extensive expertise in complex tax issues, IRS disputes, and business tax services. Reviewers highlight his deep quantitative skills, integrity, and ability to simplify processes while delivering outstanding results. Clients appreciate his responsiveness, reasonable rates, and ability to resolve challenging tax situations, often saving them significant money. Many have relied on him for years and recommend him without hesitation for his professionalism, ethical approach, and dedication to clients' best interests.

About This Listing

Audit
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
GAAP Compliance
SOX Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
CPA License

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

Audit
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
GAAP Compliance
SOX Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
CPA License

Contact Information

Address

100 Pine St #1250

San Francisco, California 94111

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-5:30PM
Saturday Closed

Customer Reviews

I have been working with Steve + his team for a few years now. They are truly the best I have worked with in the business. Steve is a consummate professional. They answer their emails promptly, simplify a lot of the process, and always deliver on the results promised. I cannot speak highly enough of my experience working with Steve, and recommend him and his team without reservation!

Steve Rabin CPA is a true tax professional with over 35 years' experience in all aspects of tax, accounting, business management and IT areas. I have known Steve since 2008. In the 15 years, I've always turn to him when I faced complex tax issues I can't solve. Steve processed strong analytic and organizational skills. Most importantly, he has high integrity, empathy, responsive and always looking out for the clients' best interests. He has helped me with two complex tax issues and completed filing the ta

I have known Steve Rabin since 2007; I worked for him for several months before I took the bar to become a California attorney. In all the years I have known Steve, I have relied on him for tax advice, and I have trusted him to prepare my tax returns. Steve possesses the excellent qualities of integrity, humility, intelligence, diligence, and ethical fortitude, and his rates are reasonable given his experience and high degree of proficiency as a CPA.

I've known Steve Rabin for many years, originally as a tech entrepreneur. During the past 15 years, he has acted as my accountant, as tax advisor in a complex settlement, and most importantly, as a CPA to whom I've referred any number of colleagues for tax issues. Those colleagues' matters have included a sophisticated executive with business transition issues, a case with a 10-year shoebox of IRS paperwork left by a faux-accountant, and review of a complex founders' stock issue. Just as he did for my ow

Steve is better at tax than the previous highly recommended firm I was with ? by a big margin! He effectively communicates potential risks and rewards, and it seems his work will save me a quite a bit of money. My current thinking on why he is so capable at tax is 1) numbers are his friend; he is very capable quantitively (he is a graduate of Caltech); and 2) he has had extensive, in-depth experience working with the IRS. I can recommend him without reservation.

Steve is absolutely fantastic. I had to amend an older tax return with some complications. Steve guided me through the process and helped close the return. Highly recommended!

Steve Rabin and I have had several common clients over several years, and they seemed very happy with his services. Consider Steve Rabin CPA for back tax problems, tax dispute resolution, and business tax services.

Do yourself a favor and contact Steve for all your financial and tax needs. He helped me with a large tax issue that was caused by my Ex husband. I'm now in good graces with IRS and FTB. Thank you!!!!!!

Great service for a great price. Comparing Steve to some others options in the Bay Area, I was unable to find anything that would do my taxes with same accuracy for what Steve would charge, so I highly recommend him.

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.