Best CPA's Nearby

CPA's in Lafayette

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Avenir Mortgage Planners
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Avenir Mortgage Planners

140 Mayhew Way Suite 1000

Pleasant Hill, California 94523

+1 925-627-2111
4.04 miles
5 / 5 (154 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
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Heath CPA & Associates
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Heath CPA & Associates

819 Woodmere Dr

Lafayette, Indiana 47905

+1 765-448-4100
1885.33 miles
4.5 / 5 (100 ratings)
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My Tax and Mortgage
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My Tax and Mortgage

2121 N California Blvd

Walnut Creek, California 94596

+1 916-548-0743
2.63 miles
5 / 5 (63 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
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KPR & Associates LLP
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KPR & Associates LLP

2300 Contra Costa Blvd

Pleasant Hill, California 94523

+1 925-241-5823
4.4 miles
4.5 / 5 (46 ratings)
Accounting
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits
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Harmon Burstyn, CPA for Nonprofits
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Harmon Burstyn, CPA for Nonprofits

1012 Hacienda Dr

Walnut Creek, California 94598

+1 925-286-3522
3.53 miles
5 / 5 (31 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Financial Advisory
Non-profits
GAAP Compliance
Internal Controls
Complex Situations
Years of Practice
CPA License
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Kim & Rosado LLP
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Kim & Rosado LLP

101 Ygnacio Valley Rd #200

Walnut Creek, California 94596

+1 925-255-1401
2.42 miles
5 / 5 (28 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
Law Firms
Complex Situations
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License
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StoneBridge Counsel, APC Tax Attorney
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StoneBridge Counsel, APC Tax Attorney

1990 N California Blvd # 830

Walnut Creek, California 94596

+1 925-255-0121
2.61 miles
4.5 / 5 (26 ratings)
Tax Preparation
Tax Planning
IRS Representation
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation
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Owl and Ore Wealth Planning
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Owl and Ore Wealth Planning

3478 Buskirk Ave # 1000

Pleasant Hill, California 94523

+1 925-719-9297
4.19 miles
5 / 5 (20 ratings)
Financial Advisory
High-net-worth Individuals
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Girardot Strauch & Co CPA
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Girardot Strauch & Co CPA

316 Main St

Lafayette, Indiana 47901

+1 765-423-5313
1882.4 miles
4.5 / 5 (20 ratings)
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Ginsberg Financial Strategies
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Ginsberg Financial Strategies

2950 Buskirk Ave #150

Walnut Creek, California 94597

+1 925-287-8400
3.63 miles
4.5 / 5 (20 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Years of Practice
CPA License
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Morello Accounting Group Inc
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Morello Accounting Group Inc

1250-I, Newell Ave #131

Walnut Creek, California 94596

+1 650-798-5028
3.15 miles
4.5 / 5 (15 ratings)
Bookkeeping
Accounting
Small Businesses
QuickBooks
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Burton Enright Welch
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Burton Enright Welch

1850 Mt Diablo Blvd #335

Walnut Creek, California 94596

+1 925-932-8010
2.55 miles
5 / 5 (11 ratings)
Business Consulting
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Professional Services
Risk Management
Complex Situations
Multi-state Experience
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Capital Tax & Accounting CPA
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Capital Tax & Accounting CPA

2121 N California Blvd STE 290

Walnut Creek, California 94596

+1 925-977-7780
2.67 miles
5 / 5 (11 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Estate and Trust Tax
International Tax
Virtual CFO
Small Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
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Padgett East Bay
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Padgett East Bay

2121 N California Blvd STE 305

Walnut Creek, California 94596

+1 925-281-7235
2.63 miles
5 / 5 (11 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Virtual CFO
Small Businesses
Individual Taxpayers
QuickBooks
Xero
State-Specific Experience
Multi-state Experience
Local Tax Credits
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Alamo Capital
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Alamo Capital

201 N Civic Dr STE 180

Walnut Creek, California 94596

+1 925-472-5700
3 miles
4 / 5 (13 ratings)
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YMS Bookkeeping Services, Inc
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YMS Bookkeeping Services, Inc

712 Bancroft Rd #144

Walnut Creek, California 94598

+1 925-858-7560
4.54 miles
5 / 5 (9 ratings)
Bookkeeping
Payroll
Tax Preparation
Small Businesses
Educational Institutions
QuickBooks
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Clear Action Business Advisors
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Clear Action Business Advisors

1990 N California Blvd Ste 20 PMB 1010

Walnut Creek, California 94596

+1 925-289-1160
2.61 miles
4.5 / 5 (8 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Real Estate
Restaurants
Construction
Professional Services
Technology
QuickBooks
GAAP Compliance
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Teri Kim - CFO & CPA Services
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Teri Kim - CFO & CPA Services

+1 925-322-2648
2.59 miles
5 / 5 (7 ratings)
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Noori Financial Services Corp.
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Noori Financial Services Corp.

140 Gregory Ln Ste 275

Pleasant Hill, California 94523

+1 510-739-1055
4.39 miles
4 / 5 (8 ratings)
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Net Assets & Associates LLC
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Net Assets & Associates LLC

200 Gregory Ln Suite B201

Pleasant Hill, California 94523

+1 510-520-2707
4.36 miles
5 / 5 (6 ratings)
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Babylon Wealth Management
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Babylon Wealth Management

1501 N Broadway Suite 204

Walnut Creek, California 94596

+1 925-448-9880
2.82 miles
5 / 5 (5 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Technology
Risk Management
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Echo45 Advisors
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Echo45 Advisors

1802 Tice Valley Blvd

Walnut Creek, California 94595

+1 925-592-4509
2.27 miles
5 / 5 (5 ratings)
Business Consulting
CFO Services
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Multi-state Experience
Remote Services
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Brand Accounting Solutions LLC
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Brand Accounting Solutions LLC

405 Sagamore Pkwy S # A3

Lafayette, Indiana 47905

+1 765-588-0310
1884.34 miles
5 / 5 (5 ratings)
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Affinity CPA
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Affinity CPA

mailing only, 2770 Arapahoe Rd #132-625

Lafayette, Colorado 80026

+1 720-815-7876
922.51 miles
5 / 5 (5 ratings)
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Becker Financial Group
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Becker Financial Group

1990 N California Blvd # 1050

Walnut Creek, California 94596

+1 925-945-1130
2.61 miles
4 / 5 (5 ratings)
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Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®
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Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®

1840 San Miguel Dr Suite 202 Floor 2

Walnut Creek, California 94596

+1 925-478-5524
3.21 miles
5 / 5 (4 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Risk Management
Complex Situations
Multi-state Experience
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Scott Stewart, CFP® - Prudential Advisors
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Scott Stewart, CFP® - Prudential Advisors

1990 N California Blvd STE 180

Walnut Creek, California 94596

+1 707-480-1263
2.61 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Risk Management
Remote Services
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RG Davis & Company
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RG Davis & Company

3650 Mount Diablo Blvd UNIT 105

Lafayette, California 94549

+1 925-299-0121
0.89 miles
5 / 5 (4 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Law Firms
QuickBooks
Internal Controls
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Books in Harmony
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Books in Harmony

1990 N California Blvd 8th floor floor

Walnut Creek, California 94596

+1 925-302-6612
2.61 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Small Businesses
QuickBooks
Xero
Remote Services
Bilingual Services
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Hunter & Company CPAs
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Hunter & Company CPAs

1981 N Broadway Ste 330

Walnut Creek, California 94596

+1 925-378-3108
2.81 miles
4.5 / 5 (4 ratings)
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A & L CPA Group
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A & L CPA Group

1801 N California Blvd UNIT 106

Walnut Creek, California 94596

+1 925-405-5092
2.58 miles
4 / 5 (4 ratings)
Accounting
Audit
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Expatriates
Individual Taxpayers
Non-profits
QuickBooks
Xero
Internal Controls
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Vitucci Integrated Planning
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Vitucci Integrated Planning

2890 N Main St #201

Walnut Creek, California 94596

+1 925-370-3750
3.42 miles
4 / 5 (4 ratings)
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Forney Accountancy
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Forney Accountancy

1973 Faye Ct

Pleasant Hill, California 94523

+1 925-323-2892
4.53 miles
4 / 5 (4 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks
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Cox & Company
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Cox & Company

935 Mezzanine Dr Suite #C

Lafayette, Indiana 47905

+1 765-449-4495
1885.72 miles
4 / 5 (4 ratings)
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Edward Jones - Financial Advisor: Richard Disho
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Edward Jones - Financial Advisor: Richard Disho

1333 N California Blvd Suite 540

Walnut Creek, California 94596

+1 925-455-4264
2.64 miles
5 / 5 (3 ratings)
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
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RBC Wealth Management Branch - Walnut Creek
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RBC Wealth Management Branch - Walnut Creek

Suite 650, 1331 N California Blvd

Walnut Creek, California 94596

+1 925-279-1700
2.61 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Gebhardt Group, Inc.
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Gebhardt Group, Inc.

3390 Mount Diablo Blvd #250

Lafayette, California 94549

+1 925-283-9150
0.21 miles
5 / 5 (3 ratings)
Financial Statements
Tax Preparation
Budgeting
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services
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Andrews Brenda L CPA
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Andrews Brenda L CPA

3478 Buskirk Ave Suite 1000

Pleasant Hill, California 94523

+1 925-827-1097
4.21 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Healthcare
Law Firms
QuickBooks
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LG Bookkeeping & Tax Services
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LG Bookkeeping & Tax Services

140 Mayhew Way suite 602

Pleasant Hill, California 94523

+1 925-363-3992
4.08 miles
5 / 5 (3 ratings)
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Destination Wealth Management
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Destination Wealth Management

1255 Treat Blvd #900

Walnut Creek, California 94597

+1 800-947-3864
3.59 miles
4.5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Leibowitz Tax Service
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Leibowitz Tax Service

1280 Boulevard Way #206

Walnut Creek, California 94595

+1 925-962-0786
1.95 miles
4 / 5 (3 ratings)
Accounting
Audit
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
SOX Compliance
Internal Controls
Risk Management
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Capital Advantage, Inc.
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Capital Advantage, Inc.

1855 Olympic Blvd STE 300

Walnut Creek, California 94596

+1 925-299-1500
2.59 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Healthcare
Risk Management
Remote Services
Years of Practice
Visit Website Get Directions
Mercer Partners Wealth Management
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Mercer Partners Wealth Management

1904 Olympic Blvd Ste 200

Walnut Creek, California 94596

+1 925-932-4700
2.49 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Non-profits
Risk Management
Remote Services
Years of Practice
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Magnus DuBorg - RBC Wealth Management Financial Advisor
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Magnus DuBorg - RBC Wealth Management Financial Advisor

Suite 650, 1331 N California Blvd

Walnut Creek, California 94596

+1 925-279-1732
2.61 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations
Multi-state Experience
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Merrill Lynch Financial Advisor Bret Cameto
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Merrill Lynch Financial Advisor Bret Cameto

1331 N California Blvd suite 400/700

Walnut Creek, California 94596

+1 925-945-4813
2.61 miles
5 / 5 (2 ratings)
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Susan Danzig LLC
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Susan Danzig LLC

1255 Treat Blvd # 300

Walnut Creek, California 94597

+1 925-954-1773
3.59 miles
5 / 5 (2 ratings)
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Edward Jones - Financial Advisor: Lawrence R Kolka, CFP®|AAMS®
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Edward Jones - Financial Advisor: Lawrence R Kolka, CFP®|AAMS®

1333 N California Blvd Suite 540

Walnut Creek, California 94596

+1 925-472-0322
2.63 miles
5 / 5 (2 ratings)
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Pacific Financial Partners - John Hancock Financial Network
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Pacific Financial Partners - John Hancock Financial Network

3703 Mount Diablo Blvd

Lafayette, California 94549

+1 925-946-4400
1.13 miles
5 / 5 (2 ratings)
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Strand Boyce O'Shaughnessy, CPAs, Inc.
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Strand Boyce O'Shaughnessy, CPAs, Inc.

3480 Buskirk Ave

Pleasant Hill, California 94523

+1 925-934-1191
4.23 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Multi-state Experience
Years of Practice
CPA License
In-person Support
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Maze & Associates Accounting Corporation
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Maze & Associates Accounting Corporation

3478 Buskirk Ave #217

Pleasant Hill, California 94523

+1 925-228-2800
4.2 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Outsourced Accounting
Government Contractors
Non-profits
QuickBooks
NetSuite
GAAP Compliance
Internal Controls
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Stanley C. Pollock, CPA
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Stanley C. Pollock, CPA

1515 Oakland Blvd #160

Walnut Creek, California 94596

+1 510-420-0707
2.3 miles
5 / 5 (2 ratings)
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
QuickBooks
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Attain Wealth Protection, Inc.
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Attain Wealth Protection, Inc.

1212 Broadway Plaza Suite 2100

Walnut Creek, California 94596

+1 209-271-7200
2.93 miles
5 / 5 (2 ratings)
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Schoenholz & Associates
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Schoenholz & Associates

1350 Treat Blvd # 280

Walnut Creek, California 94597

+1 925-939-3200
3.68 miles
4 / 5 (2 ratings)
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Senna Wealth Management Group - UBS Financial Services Inc.
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Senna Wealth Management Group - UBS Financial Services Inc.

1255 Treat Blvd # 1000

Walnut Creek, California 94597

+1 925-746-6337
3.59 miles
5 / 5 (1 ratings)
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CAVU Wealth Advisors, LLC
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CAVU Wealth Advisors, LLC

1220 Oakland Blvd #200

Walnut Creek, California 94596

+1 925-388-0372
2.29 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
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Terry Allen CFP - Financial Advisor
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Terry Allen CFP - Financial Advisor

700 Ygnacio Valley Rd Suite 200

Walnut Creek, California 94596

+1 925-932-4494
3.03 miles
5 / 5 (1 ratings)
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The Andreason Group - Morgan Stanley
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The Andreason Group - Morgan Stanley

1333 N California Blvd UNIT 133

Walnut Creek, California 94596

+1 925-930-3809
2.64 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Non-profits
Risk Management
Complex Situations
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Mission Wealth
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Mission Wealth

1212 Broadway Plaza Suite 17 & 20

Walnut Creek, California 94596

+1 415-418-3450
2.97 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Professional Services
Technology
Complex Situations
Multi-state Experience
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Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC
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Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC

1333 N California Blvd #630

Walnut Creek, California 94596

+1 925-295-1900
2.64 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services
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True Wealth Advisory Group
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True Wealth Advisory Group

1600 S Main St UNIT 202

Walnut Creek, California 94596

+1 925-934-9076
3.08 miles
5 / 5 (1 ratings)
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Merrill Lynch Financial Advisor Joshua Erickson
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Merrill Lynch Financial Advisor Joshua Erickson

1331 N California Blvd suite 400/700

Walnut Creek, California 94596

+1 925-945-4897
2.61 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
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MassMutual Northern California
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MassMutual Northern California

3003 Oak Rd # 250

Walnut Creek, California 94597

+1 925-979-2300
3.69 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Bilingual Services
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Brandon York - RBC Wealth Management Financial Advisor
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Brandon York - RBC Wealth Management Financial Advisor

1331 N California Blvd Suite 650

Walnut Creek, California 94596

+1 925-949-5204
2.61 miles
5 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Cetera Investors
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Cetera Investors

1600 S Main St #315

Walnut Creek, California 94596

+1 925-478-2233
3.1 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice
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Merrill Lynch Financial Advisor Omar Chyou
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Merrill Lynch Financial Advisor Omar Chyou

1331 N California Blvd suite 400/700

Walnut Creek, California 94596

+1 925-946-3091
2.61 miles
5 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Remote Services
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Jasper Smith, Certified Retirement Counselor (CRC®) - Prudential
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Jasper Smith, Certified Retirement Counselor (CRC®) - Prudential

1990 N California Blvd STE 180

Walnut Creek, California 94596

+1 925-949-2941
2.61 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Risk Management
Remote Services
Visit Website Get Directions
TIAA Financial Services
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TIAA Financial Services

1676 N California Blvd Suite 119

Walnut Creek, California 94596

+1 888-359-2806
2.64 miles
5 / 5 (1 ratings)
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Castle Rock Wealth Management, LLC
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Castle Rock Wealth Management, LLC

1777 Botelho Dr #105

Walnut Creek, California 94596

+1 925-478-8800
2.66 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Years of Practice
CPA License
Visit Website Get Directions
Riky Hanan - Financial Advisor, Ameriprise Financial Services, LLC
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Riky Hanan - Financial Advisor, Ameriprise Financial Services, LLC

1277 Treat Blvd Ste 660

Walnut Creek, California 94597

+1 925-278-2550
3.59 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Borman Wealth Management
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Borman Wealth Management

3736 Mount Diablo Blvd #300

Lafayette, California 94549

+1 415-848-1997
1.25 miles
5 / 5 (1 ratings)
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Concentric Wealth Management
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Concentric Wealth Management

251 Lafayette Cir

Lafayette, California 94549

+1 925-962-1100
0.7 miles
5 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Large Enterprises
High-net-worth Individuals
Professional Services
Years of Practice
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spiegelman wealth management
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spiegelman wealth management

985 Moraga Rd

Lafayette, California 94549

+1 925-385-6200
0.51 miles
5 / 5 (1 ratings)
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Van Kesteren Capital Management
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Van Kesteren Capital Management

1350 Treat Blvd 3rd Floor

Walnut Creek, California 94597

+1 925-233-4172
3.7 miles
5 / 5 (1 ratings)
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Spiegel Accountancy Corp.
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Spiegel Accountancy Corp.

2300 Contra Costa Blvd #425

Pleasant Hill, California 94523

+1 925-977-4000
4.39 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Mid-size Businesses
Large Enterprises
Real Estate
GAAP Compliance
Risk Management
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Goldstein & Ring, CPAs
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Goldstein & Ring, CPAs

938 Dewing Ave #3

Lafayette, California 94549

+1 925-283-1040
0.75 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Estate and Trust Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Years of Practice
CPA License
In-person Support
Visit Website Get Directions
Hershey Jacqueline CPA
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Hershey Jacqueline CPA

1910 Olympic Blvd #340

Walnut Creek, California 94596

+1 925-937-2596
2.5 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
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Lamorinda Tax & Accounting
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Lamorinda Tax & Accounting

+1 925-322-2996
2.23 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
QuickBooks
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Dave Wilson - Financial Advisor, Ameriprise Financial Services, LLC
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Dave Wilson - Financial Advisor, Ameriprise Financial Services, LLC

101 Gregory Ln #36

Pleasant Hill, California 94523

+1 925-356-7600
4.45 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
High-net-worth Individuals
GAAP Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation
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Nurtured Wealth
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Nurtured Wealth

1255 Treat Blvd suite 300

Walnut Creek, California 94597

+1 925-287-9999
3.59 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Nilesh Bajaria - Prudential Financial
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Nilesh Bajaria - Prudential Financial

140 Gregory Ln #170

Pleasant Hill, California 94523

+1 925-302-4011
4.39 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services
Years of Practice
CPA License
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Urban Futures Incorporated
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Urban Futures Incorporated

1470 Maria Ln Suite 315

Walnut Creek, California 94596

+1 925-478-7450
3.02 miles
5 / 5 (1 ratings)
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Government Contractors
Educational Institutions
Non-profits
Multi-state Experience
Years of Practice
CPA License
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TYS, LLP
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TYS, LLP

800 S Broadway #450

Walnut Creek, California 94596

+1 925-498-6200
3.04 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Real Estate
Construction
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
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ClearPath CFO Advisory
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ClearPath CFO Advisory

1255 Treat Blvd

Walnut Creek, California 94597

+1 925-315-7890
3.63 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
GAAP Compliance
Multi-state Experience
Local Tax Credits
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Parodi & De Laveaga
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Parodi & De Laveaga

3658 Mount Diablo Blvd # 205

Lafayette, California 94549

+1 925-284-3590
0.92 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Multi-state Experience
Years of Practice
CPA License
In-person Support
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Ken Rosen
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Ken Rosen

2300 Contra Costa Blvd

Pleasant Hill, California 94523

+1 925-941-6200
4.4 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
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Stern & Associates CPAs
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Stern & Associates CPAs

1600 S Main St #195

Walnut Creek, California 94596

+1 415-423-3987
3.07 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
Law Firms
QuickBooks
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Cartwright Partners
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Cartwright Partners

1470 Maria Ln #215

Walnut Creek, California 94596

+1 925-938-0400
3.02 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
Restaurants
Technology
QuickBooks
Multi-state Experience
Local Tax Credits
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TL Squared
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TL Squared

2099 Mt Diablo Blvd UNIT 204

Walnut Creek, California 94596

+1 510-956-4466
2.31 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Financial Statements
Payroll
Financial Advisory
Outsourced Accounting
Non-profits
Professional Services
GAAP Compliance
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mark halversen
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mark halversen

140 Gregory Ln

Pleasant Hill, California 94523

+1 925-687-1040
4.4 miles
5 / 5 (1 ratings)
Payroll
Tax Preparation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
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Alcir's Bookkeeping Solutions
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Alcir's Bookkeeping Solutions

1079 Mohr Ln

Concord, California 94518

+1 925-305-0151
4.88 miles
5 / 5 (1 ratings)
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The Du Borg Group at RBC
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The Du Borg Group at RBC

Suite 650, 1331 N California Blvd

Walnut Creek, California 94596

+1 925-279-1732
2.61 miles
5 / 5 (1 ratings)
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J. Michael Wells, CPA
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J. Michael Wells, CPA

206 Public Square

Lafayette, Tennessee 37083

+1 615-666-4565
1975.63 miles
5 / 5 (1 ratings)
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RGP LLP
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RGP LLP

3478 Buskirk Ave Suite #308

Pleasant Hill, California 94523

+1 925-954-0100
4.21 miles
4 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License
In-person Support
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Show all in California

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.