Best CPA's Nearby

CPA's in Pleasant Hill

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Forney Accountancy

1973 Faye Ct

Pleasant Hill, California 94523

0.48 miles
4 / 5 (4 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

Mose Arlene K CPA

367 Civic Dr # 12

Pleasant Hill, California 94523

0.55 miles
5 / 5 (2 ratings)

AddsVal CPAs & Advisory

395 Civic Dr Suite J

Pleasant Hill, California 94523

0.55 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
QuickBooks

Net Assets & Associates LLC

200 Gregory Ln Suite B201

Pleasant Hill, California 94523

0.62 miles
5 / 5 (6 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Noori Financial Services Corp.

140 Gregory Ln Ste 275

Pleasant Hill, California 94523

0.66 miles
4 / 5 (8 ratings)

Nilesh Bajaria - Prudential Financial

140 Gregory Ln #170

Pleasant Hill, California 94523

0.66 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

Dave Wilson - Financial Advisor, Ameriprise Financial Services, LLC

101 Gregory Ln #36

Pleasant Hill, California 94523

0.68 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

mark halversen

140 Gregory Ln

Pleasant Hill, California 94523

0.68 miles
5 / 5 (1 ratings)
Payroll
Tax Preparation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

GAMARRA, CPA INC. - TAX PREPARATION

70 Doray Dr # 15A

Pleasant Hill, California 94523

0.71 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Contractors
Professional Services
Technology
QuickBooks
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Jason Wheeler - Mortgage Broker - C2 Financial

70 Doray Dr #14

Pleasant Hill, California 94523

0.71 miles
5 / 5 (19 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

KPR & Associates LLP

2300 Contra Costa Blvd

Pleasant Hill, California 94523

1 miles
4.5 / 5 (46 ratings)
Accounting
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits

Spiegel Accountancy Corp.

2300 Contra Costa Blvd #425

Pleasant Hill, California 94523

1 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

Ken Rosen

2300 Contra Costa Blvd

Pleasant Hill, California 94523

1 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Elizondo's Professional Services

2800 Pleasant Hill Rd #220

Pleasant Hill, California 94523

1.02 miles
5 / 5 (4 ratings)

Andrews Brenda L CPA

3478 Buskirk Ave Suite 1000

Pleasant Hill, California 94523

1.27 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

Strand Boyce O'Shaughnessy, CPAs, Inc.

3480 Buskirk Ave

Pleasant Hill, California 94523

1.31 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

Owl and Ore Wealth Planning

3478 Buskirk Ave # 1000

Pleasant Hill, California 94523

1.36 miles
5 / 5 (20 ratings)
Financial Advisory
High-net-worth Individuals

Maze & Associates Accounting Corporation

3478 Buskirk Ave #217

Pleasant Hill, California 94523

1.38 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

RGP LLP

3478 Buskirk Ave Suite #308

Pleasant Hill, California 94523

1.39 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

SID Consulting Group

2075 Diamond Blvd Suite H-210

Concord, California 94520

1.47 miles
5 / 5 (6 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Real Estate

LG Bookkeeping & Tax Services

140 Mayhew Way suite 602

Pleasant Hill, California 94523

1.53 miles
5 / 5 (3 ratings)
Bookkeeping
Payroll
Tax Preparation
Small Businesses
Mid-size Businesses
Individual Taxpayers

API Accounting, Tax & Advisory, Inc.

1001 Galaxy Way #205

Concord, California 94520

1.54 miles
5 / 5 (29 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

Avenir Mortgage Planners

140 Mayhew Way Suite 1000

Pleasant Hill, California 94523

1.55 miles
5 / 5 (154 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Real Estate

Alcir's Bookkeeping Solutions

1079 Mohr Ln

Concord, California 94518

1.55 miles
5 / 5 (1 ratings)
Bookkeeping
Financial Statements
Virtual CFO
Outsourced Accounting
Small Businesses
QuickBooks

Insight Capital Management

1390 Willow Pass Rd Suite #960

Concord, California 94520

1.58 miles
5 / 5 (83 ratings)
Business Consulting
CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Risk Management
Years of Practice
CPA License
In-person Support

CV Tax Solutions Firm-

1320 Willow Pass Rd Suite 600

Concord, California 94520

1.58 miles
5 / 5 (4 ratings)
Tax Preparation
Individual Taxpayers

John Castaneda - Financial Advisor, Ameriprise Financial Services, LLC

1320 Willow Pass Rd Fl 6th

Concord, California 94520

1.61 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation

Brent Herrera - Mutual of Omaha Advisor

1390 Willow Pass Rd Suite 1040

Concord, California 94520

1.62 miles
5 / 5 (14 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Hemming Morse LLC

1390 Willow Pass Rd #410

Concord, California 94520

1.62 miles
4 / 5 (1 ratings)
Business Consulting
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Government Contractors
Construction
Professional Services
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation

Ledger Payroll

1355 Willow Way #261

Concord, California 94520

1.64 miles
4.5 / 5 (2 ratings)
Payroll
Small Businesses
Mid-size Businesses
Educational Institutions
Non-profits
Real Estate
Restaurants
Construction
Professional Services
Manufacturing
QuickBooks
Xero
NetSuite
Gusto
ADP
Paychex

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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