Best Accounting & Tax in San Francisco Bay Area

    Areas served: Sunnyvale, Mountain View, Palo Alto, San Francisco, Oakland, San Jose, Berkeley

    71 local businessesRanked by Lantern Score — a measure of reputation and business quality. We don't accept payment for placement.
    Updated April 17, 2026
    Show businesses best for:
    86
    Lantern
    Score
    Pinole, CA
    Serves Pinole and surrounding East Bay communities
    ★★★★★5.0(752 Google reviews)

    Mauricio Midence Tax Preparation & Financial Services is a full-service accounting and tax firm serving individuals, small businesses, and corporate clients in the Bay Area. They specialize in income tax preparation, bookkeeping, and financial planning with industry expertise in medical, real estate, freelance, and manufacturing sectors. Known for their low-pressure, personalized approach and high client retention, they handle complete tax portfolios including business and personal accounts tailored to each client's unique needs.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, medical practitioners, real estate investors, individuals seeking comprehensive tax and accounting services
    What sets them apart
    • Specialized knowledge serving medical professionals, real estate investors, freelancers, and manufacturing businesses with tailored tax strategies and regulatory compliance.
    • Handles entire tax portfolios for both personal and business accounts, providing comprehensive accounting and bookkeeping alongside tax preparation.
    • Uses a low-pressure approach and works as part of your team to understand your specific financial goals and concerns.
    Tax PreparationAccounting ServicesBookkeepingFinancial PlanningBusiness Tax
    Phone(510) 669-5659
    Websitemm.tax
    Mauricio Midence Tax Preparation & Financial Services
    Updated 4/17/26Learn More →
    85
    Lantern
    Score
    Dublin, CA
    Serves Dublin, CA and surrounding Bay Area
    ★★★★★5.0(128 Google reviews)

    Ameer N. Khan, CPA, A Professional Corporation is a full-service accounting firm in Dublin, CA specializing in tax preparation, bookkeeping, and financial consulting for individuals and small businesses. Led by CPA Ameer N. Khan, the firm emphasizes personalized attention, maximizing deductions and credits, and treating client relationships as partnerships. They handle tax compliance, business services, and ongoing bookkeeping to help clients achieve financial freedom.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization, businesses needing ongoing bookkeeping
    What sets them apart
    • Owned and operated by Ameer N. Khan, CPA, ensuring expert-level guidance on tax strategy and financial planning.
    • Offers tax compliance, bookkeeping, business services, and financial consulting under one roof for both individuals and small businesses.
    • Treats every client relationship as a partnership with close personal attention and thorough financial review.
    Tax PreparationBookkeepingSmall Business AccountingFinancial ConsultingCPA Services
    Phone(925) 999-9985
    Ameer N. Khan, CPA, A Professional Corporation
    Updated 4/17/26Learn More →
    85
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(128 Google reviews)

    Five Star Income Tax Service is an independent accounting firm in San Jose specializing in individual and business tax preparation. Located on Blossom Hill Road, they help clients navigate tax filing, deductions, and compliance. With a focus on personalized service, they serve both individual filers and small business owners seeking expert guidance on their tax obligations.

    Best for: Personal Tax Filing
    Ideal clients: Individual filers seeking tax preparation assistance, Small business owners, Self-employed professionals, Families with complex tax situations
    What sets them apart
    • Not part of a large national chain, allowing for personalized attention to each client's unique tax situation.
    • Handles both individual tax returns and business tax preparation, making them a one-stop resource for families and entrepreneurs.
    • Established presence in San Jose with consistent client relationships, demonstrating reliability and expertise in local tax matters.
    Tax PreparationAccounting ServicesBusiness TaxesIndividual TaxesSan Jose
    Phone(408) 483-2899
    Five Star Income Tax Service
    Updated 4/17/26Learn More →
    85
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale, CA and greater Bay Area
    ★★★★★5.0(114 Google reviews)

    FinloTax is a comprehensive tax and accounting firm specializing in serving California startups, small businesses, and individuals. They offer integrated services including bookkeeping, tax preparation and planning, CFO services, payroll management, company incorporation, and compliance services (including international tax requirements like FBAR and FATCA). With 15+ years of experience and a team of enrolled agents and tax specialists, FinloTax handles everything from monthly financial reconciliation to strategic tax optimization, R&D tax credits, and entity structuring—allowing founders and business owners to focus on growth while maintaining financial compliance and minimizing tax liability.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: Tech startup founders, small business owners, self-employed individuals, entrepreneurs seeking tax optimization, businesses with payroll compliance needs
    What sets them apart
    • Combines bookkeeping, tax filing, CFO services, and company incorporation in one integrated platform, eliminating the need for multiple vendors and simplifying financial management for early-stage businesses.
    • Hosts weekly live 30-minute strategy sessions teaching individuals and entrepreneurs how to legally minimize taxes, optimize deductions, and maximize cash flow through actionable guidance.
    • Offers niche services like R&D tax credits, ITIN applications, international compliance (FBAR/FATCA), and entity structuring—services most general accountants don't provide.
    Tax PlanningStartup AccountingBookkeepingCFO ServicesPayroll Management
    Phone(408) 822-9406
    FinloTax | Tax Planning, Bookkeeping & CFO
    Updated 4/17/26Learn More →
    84
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco Bay Area and nationwide
    ★★★★★4.9(473 Google reviews)

    Priority Tax Relief is a tax relief firm specializing in back tax resolution and IRS negotiation for individuals with outstanding tax debt. Their team of tax professionals helps clients navigate complex IRS situations, including wage garnishment prevention, offer in compromise negotiations, and payment plan arrangements. They offer free consultations to evaluate each client's unique tax situation and develop customized relief strategies.

    Best for: IRS IssuesRemote Clients
    Ideal clients: Individuals with back taxes owed, self-employed professionals facing tax debt, people receiving IRS notices or wage garnishment threats
    What sets them apart
    • Clients receive a complimentary personalized assessment of their back tax situation and available relief options with no upfront cost.
    • Dedicated professionals handle direct IRS communication and negotiation on behalf of clients to secure favorable resolution outcomes.
    • Tax strategies are tailored to each client's specific circumstances, from offer in compromise to payment plans and wage garnishment prevention.
    Back Tax ReliefIRS RepresentationTax Debt ResolutionFree Consultation
    Phone(800) 493-8308
    Priority Tax Relief
    Updated 4/17/26Learn More →
    84
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★4.9(349 Google reviews)

    Liberty Tax is a full-service tax preparation and accounting firm located in San Jose offering comprehensive tax services for individuals and businesses. The Story Rd location provides personal tax preparation, business tax services, and bookkeeping support with flexible evening hours and appointment availability. Their experienced team helps clients navigate federal and state tax requirements while maximizing deductions and ensuring compliance.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Self-employed professionals, small business owners, Individual tax filers, Entrepreneurs seeking bookkeeping support
    What sets them apart
    • Open until 8 PM to accommodate working professionals and business owners who need tax services outside standard business hours.
    • Offers personal taxes, business taxes, and bookkeeping services under one roof, providing comprehensive financial support for individuals and entrepreneurs.
    • Online appointment booking, phone, and text options make it convenient to connect with tax professionals at a time that works for you.
    Tax PreparationBusiness TaxesBookkeepingFinancial Services
    Phone(408) 931-6314
    Liberty Tax - Story Rd
    Updated 4/17/26Learn More →
    84
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding South Bay area
    ★★★★★4.9(335 Google reviews)

    Liberty Tax is a local tax preparation and accounting service offering comprehensive tax filing for individuals and businesses, bookkeeping services, and tax consulting. Located on Almaden Expressway in San Jose, this franchise location provides personalized tax preparation with Spanish-speaking staff available to serve the diverse community. Whether you need help with personal income taxes, business tax returns, or ongoing bookkeeping support, Liberty Tax combines professional expertise with convenient appointment-based service.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Individual taxpayers, small business owners, self-employed professionals, Spanish-speaking residents seeking tax and bookkeeping services
    What sets them apart
    • Bilingual tax preparation services available to better serve the diverse San Jose community.
    • Offers personal taxes, business taxes, and bookkeeping all in one location — comprehensive accounting support beyond just tax filing.
    • Open until 7 PM with appointment booking available for convenient scheduling around your work and life.
    Tax PreparationBusiness TaxesBookkeepingSpanish SpeakingTax Consulting
    Phone(408) 513-6238
    Liberty Tax - Almaden Expy
    Updated 4/17/26Learn More →
    84
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Silicon Valley area
    ★★★★★4.9(300 Google reviews)

    Five Star Financial Services is an independent financial advisory firm in San Jose offering comprehensive accounting, tax preparation, and insurance services to individuals and business owners. With a focus on personalized financial planning, they help clients navigate complex tax situations, optimize insurance coverage, and build long-term wealth strategies. Their experienced team combines accounting expertise with insurance and financial consulting to provide integrated solutions tailored to each client's specific needs.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, entrepreneurs seeking integrated financial planning
    What sets them apart
    • Combines tax preparation, accounting, and insurance advice in one firm, eliminating the need to work with multiple providers and ensuring coordinated financial strategy.
    • Focuses on understanding each client's unique situation rather than applying generic solutions, whether serving individuals, small business owners, or entrepreneurs.
    Tax PreparationFinancial PlanningInsurance ServicesAccountingBusiness Consulting
    Phone(408) 649-6619
    Five Star Financial Services
    Updated 4/17/26Learn More →
    84
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(54 Google reviews)

    KNL & Company, CPA is led by Jessica Le (Khanh Le), a CPA with an MBA and Master's in Taxation from San Jose State University. The firm provides comprehensive accounting services including individual and business tax preparation, payroll processing, bookkeeping, and tax consulting. Jessica specializes in handling complex tax situations for individuals, rental property owners, and small business owners, with a reputation for fast turnaround times, thorough explanations, and responsive communication via secure online portals and virtual meetings.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: Individual tax filers, small business owners, rental property owners, self-employed professionals seeking personalized tax guidance
    What sets them apart
    • Jessica Le holds a CPA license and advanced degrees (MBA, Master's in Taxation) from San Jose State University, bringing specialized expertise to complex tax situations.
    • The firm is known for completing tax returns promptly—often within days of receiving required documents—with reasonable fees starting at $150.
    • KNL & Company operates by appointment and offers secure online document exchange, virtual meetings via Zoom/FaceTime/WebEx, and e-signatures for maximum convenience.
    Tax PreparationCPA ServicesBookkeepingPayroll ProcessingVirtual Service
    Phone(408) 520-0566
    KNL & Company, CPA
    Updated 4/17/26Learn More →
    84
    Lantern
    Score
    Santa Clara, CA
    Serves Santa Clara and surrounding Silicon Valley areas
    ★★★★★4.9(248 Google reviews)

    Martinez Corp. Taxes and Insurance is a family-owned business in Santa Clara offering comprehensive tax preparation, bookkeeping, insurance services, and administrative support. They provide expert tax services for individuals and businesses with flexible options including in-person appointments, online filing, and drop-off services. Beyond accounting, they also offer DMV services, immigration assistance, and notary services, all built on a foundation of trust, accuracy, and personalized customer care.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Individuals needing personal tax preparation, small business owners seeking bookkeeping support, families looking for integrated financial and insurance services, Spanish-speaking clients
    What sets them apart
    • Offers in-person appointments, online filing, and drop-off options to accommodate different schedules and preferences.
    • Beyond tax and bookkeeping, provides insurance, DMV services, immigration assistance, and notary services for complete administrative support.
    • Built on personalized service and deep understanding of client needs, treating customers as an extension of their own family.
    Tax PreparationInsurance ServicesBookkeepingFamily-OwnedPersonalized Service
    Phone(408) 200-8875
    Martinez Corp. Taxes and Insurance
    Updated 4/17/26Learn More →
    83
    Lantern
    Score
    South San Francisco, CA
    Serves San Francisco Bay Area and nationwide (fully remote)
    ★★★★★5.0(49 Google reviews)

    Bing Luo CPA is a fully remote accounting firm based in the San Francisco Bay Area serving clients nationwide. Founded by CPA Bing Luo, the firm specializes in personal and business tax preparation, bookkeeping, accounting, and financial consulting for small businesses and individuals. With fluency in English, Mandarin, and Cantonese, the firm offers personalized tax planning, growth-oriented advisory support, and strategic guidance to help clients make informed financial decisions.

    Best for: Personal Tax FilingSmall BusinessesRemote Clients
    Ideal clients: Small business owners, self-employed individuals, non-English speaking professionals, clients seeking personalized tax planning and accounting services
    What sets them apart
    • Offers services in English, Mandarin, and Cantonese to serve diverse Bay Area clientele.
    • Operates entirely remotely, allowing the firm to serve clients nationwide without geographic limitations.
    • Goes beyond tax filing to provide strategic consulting and growth-oriented financial guidance tailored to individual and business needs.
    CPATax PreparationBookkeepingBusiness AccountingRemote Services
    Phone(628) 294-6377
    Bing Luo CPA
    Updated 4/17/26Learn More →
    83
    Lantern
    Score
    San Carlos, CA
    Serves San Carlos, CA and surrounding Peninsula communities
    ★★★★★4.9(146 Google reviews)

    Liberty Tax is a full-service tax preparation firm offering personal and business tax services at their San Carlos location on El Camino Real. They provide comprehensive tax filing, planning, and representation services for individuals and small businesses. With convenient evening hours and both in-person and appointment-based service, Liberty Tax helps clients navigate federal and state tax requirements.

    Best for: Personal Tax Filing
    Ideal clients: Individual filers, Small business owners, Self-employed professionals, Busy working professionals
    What sets them apart
    • Open until 7 PM, making tax services accessible for working professionals and business owners with busy schedules.
    • Handles both individual tax preparation and business tax needs, providing comprehensive solutions for sole proprietors and small business owners.
    Tax PreparationBusiness TaxesPersonal TaxesTax FilingSan Carlos
    Phone(650) 597-6247
    Liberty Tax - El Camino Real
    Updated 4/17/26Learn More →
    83
    Lantern
    Score
    Oakland, CA
    Serves Oakland, CA and surrounding Bay Area
    ★★★★★4.9(138 Google reviews)

    Liberty Tax is a tax preparation service serving Oakland and the surrounding Bay Area. This franchise location offers comprehensive tax services including personal and business tax preparation, helping individuals and small business owners navigate tax filing and maximize deductions. With experienced tax professionals on staff, Liberty Tax provides personalized service to ensure accurate filings and optimal tax outcomes.

    Best for: Personal Tax Filing
    Ideal clients: Individual taxpayers, Self-employed professionals, Small business owners, First-time tax filers
    What sets them apart
    • Offers both individual tax preparation and business tax services, making it a one-stop resource for households and entrepreneurs.
    • Liberty Tax professionals help maximize deductions and ensure accurate, compliant filings for peace of mind.
    Tax PreparationPersonal TaxesBusiness TaxesTax Filing
    Phone(510) 533-9000
    Liberty Tax - Fruitvale Ave
    Updated 4/17/26Learn More →
    83
    Lantern
    Score
    Santa Clara, CA
    Serves Santa Clara, CA and surrounding Bay Area (fully virtual)
    ★★★★★4.9(104 Google reviews)

    Alpha B Group is a virtual accounting firm specializing in tax preparation, tax planning, and bookkeeping services for tech employees, self-employed professionals, and small businesses with fewer than 100 employees. Founded by accountants who understand the complexities of startup culture and entrepreneurship, they emphasize proactive tax planning throughout the year rather than reactive filing. Their fully remote model makes them accessible for clients throughout California.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote Clients
    Ideal clients: Tech employees, self-employed professionals, small business owners with under 100 employees, startup founders
    What sets them apart
    • They focus specifically on tech employees, startups, and self-employed professionals, bringing deep expertise in the unique tax situations common to these industries.
    • Beyond annual filing, they emphasize proactive tax planning throughout the year to help clients optimize their filings and take timely action.
    • All appointments are conducted virtually or by phone, making them accessible regardless of location without requiring in-office visits.
    Tax PreparationBookkeepingSmall BusinessVirtual ServiceTax Planning
    Alpha B Group
    Updated 4/17/26Learn More →
    83
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco, CA and surrounding Bay Area
    ★★★★★4.9(92 Google reviews)

    Tony Quach & Co. CPA is a San Francisco-based tax accounting firm specializing in tax planning, preparation, and IRS representation for businesses and individuals. Led by experienced CPA Tony Quach, the firm provides comprehensive services including individual and business tax returns, audit representation, incorporation services for C-Corps, S-Corps, and LLCs, and strategic tax advisory to help clients legally minimize tax liability. Known for personalized one-on-one guidance, efficiency, and discretion, they help clients identify overlooked deductions and credits while resolving complex tax issues.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Business owners, self-employed professionals, individuals with complex tax situations, companies planning incorporation, clients facing IRS audits or disputes
    What sets them apart
    • The firm specializes exclusively in tax accounting and strategy, not general bookkeeping, which means deeper expertise in tax minimization and complex tax situations.
    • They actively help clients resolve IRS disputes and audit representation, addressing tax problems before they escalate.
    • They offer a complimentary consultation to assess your needs and determine the best service approach, with secure file sharing available.
    Tax PlanningBusiness AccountingIRS RepresentationIncorporationTax Strategy
    Phone(415) 771-1800 ext. 3
    Tony Quach & Co. CPA
    Updated 4/17/26Learn More →
    83
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco Bay Area, California and beyond
    ★★★★★4.9(82 Google reviews)

    Flex Tax and Consulting Group (FTCG) is a veteran-led accounting and tax consulting firm offering comprehensive tax preparation, audit services, business advisory, and accounting support for individuals and businesses. With offices in San Francisco, Castro Valley, Houston, New York, and Las Vegas, they specialize in complex tax situations including RSU/stock sales, rental income, real estate transactions, business ownership, and multi-state filings. Their team provides personalized service with a free 20-minute consultation on every tax return, digital document handling, and proactive tax strategy planning.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Self-employed professionals, stock option holders (RSU/ESPP sales), rental property owners, small business owners, multi-state filers, individuals with complex tax situations
    What sets them apart
    • FTCG is a highly-rated veteran-led business with deep expertise in complex tax situations and a commitment to client-focused service.
    • The team has extensive experience handling RSU/stock sales, rental income, multi-state filings, real estate transactions, and business ownership tax issues that many preparers struggle with.
    • Every client receives a complimentary 20-minute tax consultation, and the firm offers proactive tax planning to optimize future returns and reduce client burden.
    Tax PreparationAccounting ServicesIRS AuditBusiness AdvisoryCPA Services
    Phone(510) 822-8484
    Flex Tax and Consulting Group
    Updated 4/17/26Learn More →
    83
    Lantern
    Score
    Menlo Park, CA
    Serves Menlo Park, Silicon Valley, and surrounding Bay Area communities
    ★★★★★5.0(36 Google reviews)

    America Express Income Tax is an independent accounting and tax preparation firm serving the Menlo Park and Silicon Valley area. They specialize in individual income tax preparation, business tax services, and financial consulting for small business owners and professionals. With a focus on personalized service and expertise in navigating complex tax situations, they help clients maximize deductions and ensure compliance with federal and state tax requirements.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Small business owners, self-employed professionals, freelancers, Silicon Valley employees with complex income situations
    What sets them apart
    • Offers comprehensive tax preparation for both individual and business clients, with specialized knowledge in complex tax situations common to Silicon Valley professionals and entrepreneurs.
    • Takes a consultative approach to help clients understand their tax situation and identify strategies to minimize tax liability while ensuring full compliance.
    Tax PreparationAccounting ServicesBusiness TaxesIRS Representation
    Phone(408) 410-2804
    America Express Income Tax
    Updated 4/17/26Learn More →
    83
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco and surrounding Bay Area
    ★★★★★5.0(35 Google reviews)

    Momentum Accounting is a San Francisco-based accounting firm specializing in integrated accounting solutions for growing businesses with $1-10 million in annual revenue. Their team of business-savvy accountants and technology experts provides comprehensive services including bookkeeping, tax documentation support, payroll services, cloud accounting setup, and strategic financial advisory. They combine modern technology implementation with personalized guidance to help business owners boost cash flow, increase profits, and make data-driven decisions.

    Best for: Small BusinessesRemote ClientsYear-Round Support
    Ideal clients: Growing small business owners ($1M-$10M revenue), Founders seeking strategic financial guidance, Businesses wanting to modernize their accounting systems
    What sets them apart
    • Momentum specializes in scaling businesses from $1M to $10M in revenue, providing strategic insights beyond basic bookkeeping to drive real business growth.
    • They implement modern, cloud-based accounting systems that provide instant access to financial data and streamline your entire accounting operation.
    • Beyond bookkeeping, they handle tax documentation preparation, payroll services, and strategic advisory—reducing the burden on business owners across multiple areas.
    Cloud AccountingSmall BusinessTax SupportPayroll ServicesFinancial Advisory
    Phone(415) 604-0039
    Momentum Accounting
    Updated 4/17/26Learn More →
    82
    Lantern
    Score
    Oakland, CA
    Serves Oakland, CA and surrounding Bay Area
    ★★★★★4.9(62 Google reviews)

    Liberty Tax Service is a full-service tax and accounting firm located on Grand Ave in Oakland. They specialize in personal income tax preparation, business tax services, bookkeeping, and IRS representation. Their experienced team helps individuals and small business owners navigate complex tax situations and maximize deductions.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Self-employed professionals, small business owners, individuals with complex tax situations, those needing bookkeeping support
    What sets them apart
    • Offers personal taxes, business taxes, bookkeeping, and IRS audit representation under one roof, providing end-to-end accounting support.
    • Open until 7 PM, accommodating working professionals who need evening appointments for tax planning and preparation.
    Tax PreparationBusiness TaxesBookkeepingIRS Services
    Phone(510) 680-3726
    Liberty Tax - Grand Ave
    Updated 4/17/26Learn More →
    82
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★4.8(1115 Google reviews)

    AMC Tax Services & CPA is a San Jose-based firm with 25+ years of experience providing comprehensive tax preparation, bookkeeping, and financial consulting for individuals and businesses. Led by expert CPAs, they specialize in tax planning, IRS representation, payroll services, and creative tax strategies for high-net-worth clients and entrepreneurs. The firm also serves non-profits, gig workers, and new business formations, helping clients optimize tax liabilities and achieve financial success.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: High-income earners, business owners, entrepreneurs starting new ventures, gig workers and content creators, non-profit organizations
    What sets them apart
    • Established CPA firm with deep experience in individual and business taxation, known for saving clients up to $100,000 through strategic tax planning.
    • Offers everything from personal tax prep and bookkeeping to IRS audits, payroll management, estate planning, and non-profit tax services under one roof.
    • Specializes in helping high-income earners and business owners defer or eliminate capital gains and income taxes through legal, defensible strategies.
    Tax PreparationCPA ServicesBookkeepingBusiness TaxesIRS Representation
    Phone(408) 258-2200
    AMC Tax Services
    Updated 4/17/26Learn More →
    82
    Lantern
    Score
    Newark, CA
    Serves Newark, CA and greater Bay Area including Fremont, Union City, Hayward, and Milpitas
    ★★★★★4.9(58 Google reviews)

    Vik Randhawa, CPA is a full-service CPA firm in Newark, California, specializing in tax preparation, bookkeeping, financial planning, and accounting services for individuals, business owners, and executives across the Bay Area. The firm handles individual and business tax returns, QuickBooks setup and management, IRS representation, and strategic financial advisory to help clients optimize deductions, improve cash flow, and achieve long-term financial goals. Known for personalized attention, clear communication, and practical expertise, Vik Randhawa, CPA combines professional knowledge with responsive service to support both personal and business financial needs.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote Clients
    Ideal clients: Small business owners, self-employed professionals, executives, individuals with complex tax situations, property sellers
    What sets them apart
    • Offers professional tax problem resolution and IRS audit representation, providing expert guidance for clients facing tax complications or disputes.
    • Provides comprehensive QuickBooks setup, management, and optimization for small to mid-sized business owners seeking efficient accounting software solutions.
    • Takes time to understand each client's unique financial goals and challenges, delivering tailored strategies for tax optimization, cash flow improvement, and long-term growth.
    CPA FirmTax PreparationBookkeepingFinancial PlanningBay Area
    Phone(510) 573-7638
    Vik Randhawa, CPA
    Updated 4/17/26Learn More →
    82
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco Bay Area, Northern California
    ★★★★★5.0(30 Google reviews)

    Scott Porter, CPA is a San Francisco-based accounting firm specializing in customized financial solutions for small and midsized businesses. Led by experienced CPAs and financial professionals, they offer comprehensive services including tax preparation, bookkeeping, budgeting, business consulting, cloud accounting, and wealth management for high net worth individuals. The firm is known for creating personalized service packages tailored to each client's specific reporting requirements and industry needs, with a focus on tax minimization and long-term financial planning.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small to midsized business owners, high net worth individuals and families, real estate professionals, recruiting firms, family-owned businesses seeking proactive tax planning and financial management
    What sets them apart
    • Scott Porter, CPA creates flexible accounting solutions tailored to each business's specific reporting requirements and industry, rather than one-size-fits-all approaches.
    • Beyond basic accounting and tax prep, they offer business consulting, wealth management for high net worth clients, budgeting, cloud accounting, and industry-specialized solutions for real estate, recruiting, and family-owned businesses.
    • The firm is staffed by experienced CPAs, accountants, and financial professionals dedicated to helping businesses increase profits and reach financial goals through long-term professional relationships.
    CPA ServicesTax PlanningBusiness AccountingBookkeepingFinancial Consulting
    Phone(415) 769-4353
    Scott Porter, CPA
    Updated 4/17/26Learn More →
    82
    Lantern
    Score
    Hayward, CA
    Serves San Francisco Bay Area including Hayward, San Francisco, Oakland, Berkeley, San Jose, Mountain View, and surrounding communities
    ★★★★★5.0(29 Google reviews)

    Asnani CPA is an outsourced accounting firm serving small businesses, startups, freelancers, and 1099 income earners across the San Francisco Bay Area. Founded by a certified public accountant, they provide comprehensive tax preparation, bookkeeping, payroll processing, business tax returns (LLC, S-Corp, C-Corp), and CFO-level wealth planning advice. They specialize in proactive tax reduction strategies, S-Corp salary optimization, and compliance management for construction contractors, landscapers, tech startups, and service businesses.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, construction contractors, landscapers, tech startups, freelancers, 1099 income earners
    What sets them apart
    • Rather than reactive tax-season preparation, Asnani provides ongoing advisory to identify tax savings opportunities and make strategic business decisions throughout the year, including S-Corp election timing and estimated payment optimization.
    • Combines CPA tax expertise with hands-on bookkeeping, payroll processing (including 940/941 compliance), and CFO-level financial guidance—eliminating the need for multiple vendors.
    • Deep experience with construction contractors, landscapers, tech startups, and freelancers, including specialized knowledge of job costing, R&D tax credits, and industry-specific deductions.
    Small Business AccountingTax Reduction StrategyPayroll ServicesBay Area CPA
    Phone(707) 742-3299
    Asnani CPA Tax & Accounting
    Updated 4/17/26Learn More →
    82
    Lantern
    Score
    Oakland, CA
    Serves Oakland, CA and Bay Area
    ★★★★★4.9(48 Google reviews)

    TVirden Tax Services LLC is an Oakland-based tax preparation firm specializing in individual tax returns, new business formation, and tax planning strategies. Founded to serve entrepreneurs, small business owners, and independent professionals, they offer comprehensive services including tax preparation, e-filing, tax planning consultations, business structure advice, and year-round tax strategy guidance. The firm emphasizes personalized service, compliance with IRS regulations, and tax optimization to help clients keep more of their earnings.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: New business owners, entrepreneurs, self-employed professionals, individuals with complex tax situations, small business owners seeking year-round tax planning
    What sets them apart
    • They focus heavily on helping new entrepreneurs and business owners navigate tax season with confidence, offering business formation structure consulting and year-round tax planning strategies tailored for startups.
    • New clients receive a complimentary 15-minute consultation to discuss their specific needs before committing to services.
    • TVirden provides digital ebooks on tax tips for new entrepreneurs, 250+ tax deductions, and business credit building to help clients optimize their tax strategy independently.
    Tax PreparationSmall BusinessTax PlanningNew Business Owners
    Phone(415) 466-3133
    TVirden Tax Services LLC
    Updated 4/17/26Learn More →
    82
    Lantern
    Score
    Colma, CA
    Serves Colma and surrounding San Mateo County communities
    ★★★★★4.8(184 Google reviews)

    H&R Block at Serramonte Blvd is a tax preparation and accounting service offering comprehensive tax filing for individuals and businesses. With decades of experience, H&R Block provides in-person tax preparation, IRS audit representation, bookkeeping services, and payroll support. Whether you're filing a simple 1040 or navigating complex business taxes, their certified tax professionals help maximize deductions and ensure accurate filings.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Individual taxpayers, small business owners, self-employed professionals, anyone needing IRS audit support
    What sets them apart
    • H&R Block employs trained, certified tax preparers who stay current with tax law changes to help clients maximize refunds and minimize tax liability.
    • Beyond tax prep, they offer bookkeeping, payroll services, and IRS audit representation for both individuals and small business owners.
    • With over 75 years in business, H&R Block is one of the nation's largest tax services, providing consistent, reliable service across multiple locations.
    Tax PreparationAccounting ServicesIRS RepresentationPayroll Services
    Phone(650) 994-4442
    H&R Block - Serramonte Blvd
    Updated 4/17/26Learn More →
    82
    Lantern
    Score
    Oakland, CA
    Serves Oakland, CA and surrounding areas
    ★★★★★4.8(156 Google reviews)

    Jackson Hewitt Tax Service at 2137 MacArthur Blvd in Oakland offers comprehensive tax preparation and filing services for individuals, self-employed workers, and gig economy professionals. Their services include individual income tax filing, amendment and extension preparation, IRS audit help and representation, tax planning consultation, and refund advance loans. The office operates year-round with convenient drop-off service, allowing clients to leave documents with a tax professional who handles preparation and e-signing remotely.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed and gig workers, individuals seeking maximum refunds, busy professionals needing convenient drop-off service, taxpayers needing IRS audit assistance
    What sets them apart
    • Leave your tax documents with a tax pro who completes preparation without requiring your presence, then contacts you to review and e-sign your return remotely.
    • Offers refund advance loans up to $3,500 on a prepaid card to help clients access funds before the IRS processes their refund.
    • Open year-round to handle tax questions, amendments, extensions, and IRS representation beyond the typical tax season.
    Tax PreparationIndividual TaxesSelf-Employed TaxesRefund AdvanceYear-Round Service
    Phone(510) 336-0934
    Jackson Hewitt Tax Service - MacArthur Blvd
    Updated 4/17/26Learn More →
    82
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale and surrounding Silicon Valley, CA
    ★★★★★4.8(127 Google reviews)

    Sagarmatha Tax & Accounting Services is a full-service accounting firm in Sunnyvale established in 2010, led by Bishnu Karki, a registered and accredited tax preparer with a Master's in Accounting. They provide comprehensive tax preparation for individuals, businesses, and nonprofits; payroll services including W2/1099 filing; bookkeeping with financial statements; sales tax services; business formation and consulting; and health insurance services through Covered California. Available year-round with a focus on professional, cost-effective service.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, nonprofit organizations, businesses needing payroll services
    What sets them apart
    • Owner Bishnu Karki holds California tax preparer registration and accreditation from the Accreditation Council for Accounting and Taxation, plus a Master's degree in Accounting and 15+ years of experience.
    • Beyond tax returns, they offer payroll processing, bookkeeping, sales tax filing, business entity formation, and business consulting—making them a one-stop resource for business owners.
    • Open throughout the year to handle all accounting and tax needs, providing continuity beyond the typical tax season.
    Tax PreparationAccounting ServicesPayroll ProcessingBusiness ConsultingBookkeeping
    Phone(408) 306-4013
    Sagarmatha Tax & Accounting Services
    Updated 4/17/26Learn More →
    82
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale and surrounding Silicon Valley areas
    ★★★★★5.0(25 Google reviews)

    Bookkeeping Pro & Tax Services Inc is an accounting firm in Sunnyvale specializing in comprehensive bookkeeping, tax planning, and tax resolution services for small businesses and individuals. Founded by Ravi, the firm offers affordable bookkeeping, strategic tax planning to maximize savings, timely tax filing to avoid penalties, IRS and FTB audit representation, cleanup of prior-year accounting records, and fractional CFO services for growing businesses. They combine meticulous financial management with proactive tax strategy to help clients stay compliant while minimizing tax liability.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote Clients
    Ideal clients: Small business owners, self-employed professionals, entrepreneurs seeking tax savings, business owners needing cleanup of prior-year books
    What sets them apart
    • Handles IRS and FTB correspondence and audits directly, helping clients navigate tax issues and avoid penalties and interest charges.
    • Proactively plans tax strategies throughout the year to minimize tax liability, rather than just filing returns after the fact.
    • Offers part-time financial management and strategy services for growing businesses that need CFO-level expertise without full-time overhead.
    Tax PlanningBookkeepingIRS RepresentationSmall BusinessTax Filing
    Phone(408) 829-9362
    Bookkeeping Pro & Tax Services Inc
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    Daly City, CA
    Serves Daly City, San Mateo County, and surrounding Bay Area communities
    ★★★★★4.8(120 Google reviews)

    H&R Block's Daly City office provides comprehensive tax preparation and filing services for individuals and businesses. Located at 183 Southgate Ave, this franchise offers expert tax guidance, audit representation, and year-round tax planning to help clients maximize refunds and minimize tax liability. Whether you need simple 1040 preparation or complex business tax returns, H&R Block combines decades of tax expertise with modern tools to simplify the tax process.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individual taxpayers, small business owners, self-employed professionals, people with complex tax situations requiring audit representation
    What sets them apart
    • Part of the nation's largest consumer tax service, H&R Block brings standardized quality training and resources to ensure consistent, accurate tax preparation.
    • Handles individual tax returns, business taxes, audit representation, and year-round tax planning — not just seasonal filing.
    • Face-to-face consultations at the Daly City office allow clients to ask questions and review documents with a tax professional directly.
    Tax PreparationIndividual TaxesBusiness TaxesTax FilingAudit Representation
    Phone(650) 992-8081
    H&R Block - Southgate Ave
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    San Mateo, CA
    Serves San Mateo, Peninsula, and East Bay
    ★★★★★4.8(109 Google reviews)

    Elliott Tax Service is a local San Mateo accounting firm serving the Peninsula and East Bay for 18 years. They specialize in individual and business income tax preparation with a money-back guarantee, offering comprehensive services including bookkeeping, payroll, sales tax, and estimated tax planning. Every tax preparer is thoroughly trained in state and federal tax laws, and they work to maximize deductions and refunds for both individuals and small business owners.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Individual tax filers, Small business owners, Self-employed professionals, Corporations seeking tax planning
    What sets them apart
    • Long-established Peninsula and East Bay firm with deep community roots and extensive knowledge of regional tax situations.
    • Confident in their tax preparation accuracy with a money-back guarantee on returns.
    • Beyond tax prep, they offer bookkeeping, payroll, sales tax, and business accounting for small businesses and corporations.
    Tax PreparationAccounting ServicesBookkeepingPayrollLocal CPA
    Phone(650) 342-6082
    Elliott Tax Service Inc.
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    El Cerrito, CA
    Serves San Francisco Bay Area, California
    ★★★★★4.8(101 Google reviews)

    AYUDA Financial Services is a comprehensive financial advisory firm serving small businesses and individuals in the San Francisco Bay Area for over two decades. They specialize in tax services (including sales tax management), business consulting, retirement planning, life insurance, and financial investment guidance. With bilingual Spanish-language support, they focus on helping business owners develop effective management strategies, reduce financial risk, and plan for long-term wealth growth.

    Best for: Remote Clients
    Ideal clients: Small business owners, Latino entrepreneurs, individuals planning retirement, business owners seeking tax and cash flow optimization
    What sets them apart
    • AYUDA Financial Services has over two decades of experience helping small business owners implement effective management strategies and reduce financial risk through strategic planning.
    • Proud bilingual service provider with Spanish-language support, specifically serving the Latino community throughout the San Francisco Bay Area.
    • Offers integrated services including tax planning, business consulting, retirement planning, life insurance, and investment guidance — not just accounting, but full-service financial strategy.
    Tax ServicesBusiness ConsultingRetirement PlanningLife InsuranceFinancial Advisory
    Phone(415) 440-5011
    AYUDA Financial Services
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    San Jose, CA
    Serves San Jose, California and surrounding areas
    ★★★★★4.9(38 Google reviews)

    Fiesta Auto Insurance & Tax Service is a locally-owned agency in San Jose run by Miguel Molina, offering comprehensive insurance and tax services under one roof. They represent multiple insurance carriers to find clients the best rates on auto, home, boat, motorcycle, business, and renters insurance, while also providing full-service tax preparation, e-filing, bookkeeping, and accounting for individuals and businesses. Their combination of personalized insurance brokerage with tax expertise makes them a one-stop resource for families and business owners seeking affordable coverage and tax solutions.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Families seeking affordable auto and home insurance, Small business owners needing comprehensive coverage, Self-employed individuals and entrepreneurs requiring tax preparation and bookkeeping
    What sets them apart
    • Fiesta represents numerous insurance providers, allowing them to compare quotes across multiple carriers to find clients the best price and coverage fit.
    • Unique combination of insurance brokerage and full-service tax preparation under one roof, simplifying financial management for families and business owners.
    • Open weekdays until 7 PM and Saturdays 10 AM–4 PM, accommodating working professionals and business owners with flexible scheduling.
    Auto InsuranceTax PreparationBusiness InsuranceLocally OwnedSan Jose
    Phone(669) 240-1028
    Fiesta Auto Insurance & Tax Service - Senter Rd
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★4.8(91 Google reviews)

    S & S Tax Service is a San Jose-based accounting firm specializing in tax preparation, bookkeeping, and financial planning for individuals and businesses. With 90 years of cumulative team experience and multiple Enrolled Agents on staff, they offer personalized tax return preparation, comprehensive bookkeeping services, QuickBooks setup and management, tax planning, and IRS representation. Unlike cookie-cutter approaches, S & S Tax Service tailors solutions to each client's unique financial situation, whether handling rental property sales, investment income, or complex business finances.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote Clients
    Ideal clients: Small business owners, self-employed professionals, individuals with investment or rental income, businesses needing QuickBooks support
    What sets them apart
    • Team includes multiple Enrolled Agents with 90 years of cumulative experience in financial services, qualified to represent clients before the IRS.
    • Tailors services to individual needs rather than using impersonal formulas, diving deep into finances for precision and care.
    • Handles individual tax preparation, business bookkeeping, QuickBooks management, tax planning, and IRS representation in complex situations.
    Tax PreparationBookkeepingQuickBooksEnrolled AgentsIRS Representation
    Phone(408) 365-1040
    S & S Tax Service
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    San Bruno, CA
    Serves San Bruno, CA and surrounding Bay Area communities
    ★★★★★4.8(91 Google reviews)

    Block Advisors is a tax preparation and accounting firm serving the San Bruno area with comprehensive tax services for individuals and businesses. The team handles individual tax returns, business tax preparation, bookkeeping, payroll services, and IRS representation. Block Advisors combines expert tax guidance with personalized service to help clients minimize their tax liability and stay compliant.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses needing payroll management
    What sets them apart
    • Handles individual tax returns, business tax preparation, bookkeeping, payroll processing, and IRS audit representation all in one location.
    • Provides professional representation during IRS audits and disputes, giving clients expert support through complex tax matters.
    • Offers both remote and office-based services, making tax planning accessible whether clients prefer to meet in person or online.
    Tax PreparationBusiness AccountingIRS RepresentationPayroll Services
    Phone(650) 794-9253
    Block Advisors - El Camino Real
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco Bay Area, California
    ★★★★★5.0(23 Google reviews)

    Basta & Company is a San Francisco-based CPA firm specializing in tax strategy, business accounting, and financial advisory services for small businesses, real estate companies, and tech startups. Led by CPA Samy Basta with over 20 years of experience, they offer fractional CFO services, business tax preparation, 1031 exchange expertise, construction accounting, and new business advisory. Their approach combines proactive tax planning to minimize tax burden with comprehensive financial management to increase profitability and cash flow.

    Best for: Remote Clients
    Ideal clients: Small business owners, real estate investors, construction contractors, tech startup founders, business owners seeking tax reduction strategies
    What sets them apart
    • Deep knowledge of 1031 exchanges, real estate accounting, and construction project profitability analysis — helping contractors and real estate investors structure deals and manage complex accounting.
    • Provides part-time virtual CFO services including budgeting, financial planning, and KPI tracking at a fraction of traditional CFO costs, ideal for growing businesses.
    • Goes beyond compliance to implement year-round tax planning that typically saves clients thousands through business structuring optimization and strategic deduction strategies.
    CPA ServicesBusiness Tax PlanningFractional CFOReal Estate AccountingConstruction Accounting
    Phone(415) 333-6262
    Basta & Company
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    Campbell, CA
    Serves San Jose, Campbell, CA and surrounding Silicon Valley communities
    ★★★★★4.8(88 Google reviews)

    Paramount Tax & Accounting Silicon Valley Central is a licensed tax and accounting firm in Campbell, CA serving individuals and businesses throughout the San Jose area. They offer comprehensive personal tax preparation, business tax services, bookkeeping, payroll processing, and accounting support for sole proprietors, partnerships, LLCs, and corporations. The firm specializes in maximizing deductions and credits while ensuring compliance, and includes tax audit defense protection through their Protection Plus partnership.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization, businesses needing ongoing bookkeeping and payroll support
    What sets them apart
    • Their team consists of licensed tax professionals, not just tax preparers, providing higher expertise and personalized attention to each client's unique circumstances.
    • Beyond tax prep, they offer full accounting, bookkeeping, payroll processing, and incorporation services for businesses of all structures and sizes.
    • Partnership with Protection Plus provides clients with $1,000,000 tax audit defense coverage and dedicated audit defense department support.
    Tax PreparationBusiness AccountingPayroll ServicesTax Audit DefenseCampbell
    Phone(408) 558-9000
    Paramount Tax & Accounting Silicon Valley Central
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale and surrounding Silicon Valley communities
    ★★★★★5.0(22 Google reviews)

    Victoria Armigo, EA provides comprehensive tax preparation and accounting services for individuals and small businesses in the Sunnyvale area. As an Enrolled Agent with expertise in tax strategy, bookkeeping, and IRS representation, Victoria offers personalized tax planning and compliance services to help clients minimize tax liability and stay audit-ready. She specializes in working with self-employed professionals, small business owners, and individuals with complex tax situations.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Self-employed professionals, small business owners, individuals with complex tax situations, business owners needing IRS representation
    What sets them apart
    • Victoria is a federally-authorized Enrolled Agent who can represent clients before the IRS in audits, appeals, and tax matters — a credential requiring significant tax expertise and passing rigorous exams.
    • She provides customized tax planning beyond just filing returns, helping clients identify deductions and strategies specific to their business structure and income situation.
    • Victoria specializes in serving self-employed professionals and small business owners who need both tax preparation and ongoing bookkeeping support.
    Tax PreparationEnrolled AgentSmall Business AccountingIRS RepresentationTax Planning
    Phone(408) 296-6605
    Victoria Armigo, EA.
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    Sunnyvale, CA
    Serves San Francisco Bay Area, including Silicon Valley and surrounding communities
    ★★★★★4.8(73 Google reviews)

    J&C Insurance Multiservices Inc is a full-service insurance and financial services agency based in Sunnyvale, serving the San Francisco Bay Area. They provide comprehensive insurance solutions including auto, home, life, and business coverage, along with accounting and tax preparation services. The agency combines personalized insurance expertise with financial and accounting support, making them a one-stop shop for clients seeking integrated insurance and business services.

    Best for: Personal Tax Filing
    Ideal clients: Small business owners, self-employed professionals, families seeking bundled insurance and tax services, Spanish-speaking clients
    What sets them apart
    • Combines insurance, accounting, and tax preparation services under one roof, eliminating the need to work with multiple providers for related financial services.
    • Operating from their Sunnyvale location, they provide direct customer relationships and understand the specific needs of Bay Area residents and businesses.
    Insurance AgencyTax PreparationAccounting ServicesAuto InsuranceBusiness Insurance
    Phone(408) 506-2375
    J&C insurance Multiservices Inc
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    Oakland, CA
    Serves Oakland, San Francisco, Berkeley, Hayward, and surrounding California communities
    ★★★★★4.8(68 Google reviews)

    E&P Financial Solutions is a California-based accounting firm specializing in tax planning, bookkeeping, and business accounting for small business owners. Founded on a proactive approach to tax reduction and financial optimization, they offer comprehensive services including individual tax preparation, business tax returns, outsourced accounting, payroll management, and strategic tax planning. Their team works year-round to minimize tax liabilities, organize financial records, and provide business growth guidance tailored to California entrepreneurs.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: California small business owners seeking tax reduction strategies, self-employed professionals, businesses needing bookkeeping cleanup and organization, companies looking for year-round tax guidance
    What sets them apart
    • Goes beyond compliance to actively identify tax reduction opportunities and implement year-round strategies before year-end, rather than reactive tax preparation.
    • Provides strategic financial guidance, outsourced CFO services, and business scaling support alongside traditional accounting, positioning themselves as a true business partner.
    • Demonstrates specialized experience serving specific industries including acupuncturists, chiropractors, realtors, roofing contractors, and tree service businesses.
    Small Business AccountingTax PlanningBookkeepingBusiness TaxOakland CA
    Phone(510) 531-2000
    E&P Financial Solutions, Inc
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco, CA and surrounding Bay Area
    ★★★★★4.9(30 Google reviews)

    SM Accounting Services, Inc. is a San Francisco-based accounting firm offering comprehensive tax preparation, tax advising, and professional bookkeeping services for both personal and business clients. Led by CEO Sherif Matar, the firm specializes in income tax returns, corporate tax services, and financial advisory with a focus on adding measurable value to client success. They provide free consultations and maintain a team of certified tax preparers.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, companies needing ongoing bookkeeping support
    What sets them apart
    • The firm employs certified tax preparers with expertise in both personal and corporate tax return preparation and advanced tax advising.
    • SM Accounting Services offers complimentary consultations to help clients understand their tax and accounting needs before engagement.
    • The firm serves both personal and business clients, providing integrated tax preparation, bookkeeping, and advisory services tailored to each client type.
    Tax PreparationBookkeepingBusiness AccountingCPA ServicesTax Advising
    Phone(415) 592-6080
    Websitesmsrvs.com
    SM Accounting Services, Inc.
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    Oakland, CA
    Serves Oakland, CA and surrounding Bay Area
    ★★★★★5.0(20 Google reviews)

    Vivian Chen, CPA at HCCPA, Inc. provides comprehensive accounting and tax services to individuals and businesses in the Oakland area. As a CPA-certified professional, Vivian specializes in tax preparation, bookkeeping, and financial consulting to help clients navigate complex tax situations and optimize their financial health. The firm is known for personalized service and detailed attention to each client's unique circumstances.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses seeking bookkeeping and tax planning support
    What sets them apart
    • Vivian Chen holds CPA certification, ensuring expert-level knowledge of tax law, accounting standards, and financial regulations.
    • The firm provides tailored accounting and tax solutions designed for each client's specific business structure and financial goals, rather than one-size-fits-all approaches.
    • Offers integrated services including tax preparation, bookkeeping, and financial consulting to support clients' complete accounting needs in one place.
    CPA ServicesTax PreparationBookkeepingFinancial ConsultingOakland Accounting
    Phone(510) 251-6228
    Vivian Chen, CPA / HCCPA, Inc
    Updated 4/17/26Learn More →
    81
    Lantern
    Score
    San Anselmo, CA
    Serves San Anselmo and Marin County
    ★★★★★4.9(30 Google reviews)

    Block Advisors is a full-service accounting and tax preparation firm located in San Anselmo, offering individual tax prep, business tax services, bookkeeping, payroll processing, and IRS representation. As part of the Block Advisors network, they combine local expertise with access to comprehensive financial planning resources. They specialize in helping individuals and small business owners navigate tax obligations and optimize their financial strategies.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization, businesses needing bookkeeping and payroll services
    What sets them apart
    • Offers individual tax prep, business tax services, bookkeeping, payroll processing, and IRS audit representation under one roof.
    • Block Advisors combines local knowledge with the resources and training of a national network to serve both individuals and small businesses.
    Tax PreparationAccounting ServicesBookkeepingBusiness TaxesIRS Representation
    Phone(415) 259-2700
    Block Advisors - Sir Francis Drake Blvd
    Updated 4/17/26Learn More →
    80
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(19 Google reviews)

    Abacus Tax and Accounting Inc. provides comprehensive accounting and tax services to individuals and businesses in the San Jose area. Their offerings include tax preparation, bookkeeping, payroll processing, and IRS representation. The firm helps clients navigate complex tax situations and maintain accurate financial records.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations
    What sets them apart
    • Handles tax preparation, bookkeeping, payroll, and IRS audit representation — providing end-to-end financial management for both individuals and businesses.
    • Based in San Jose with direct experience serving Bay Area clients and understanding California-specific tax obligations.
    Tax PreparationBookkeepingPayroll ServicesIRS Representation
    Abacus Tax and Accounting Inc.
    Updated 4/17/26Learn More →
    80
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Bay Area
    ★★★★★4.8(50 Google reviews)

    Julia Brown, CPA is a certified public accounting firm in San Jose specializing in tax preparation, bookkeeping, payroll, and business services for individuals and small businesses. Led by Julia Brown, a CPA with expertise in complex areas like stock options, rental properties, expat taxes, and IRS representation, the firm offers personalized service with guaranteed 24-hour response times. They provide a comprehensive range of services including business entity setup/conversion, tax planning, nonprofit returns, and representation before government agencies, with bilingual capabilities (English, Mandarin, Cantonese, and Hakka).

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, stock option holders, rental property investors, U.S. expats, nonprofit organizations, and individuals seeking personalized tax planning
    What sets them apart
    • Offers specialized services including stock options (ESPP, ISO, RSU), expat tax filing, rental property accounting with 1031 exchanges, and nonprofit tax returns—areas many general CPAs don't handle.
    • Commits to responding to all client correspondence within 24 hours and assigns a dedicated accountant per client, avoiding the common issue of dealing with different people at larger firms.
    • Serves clients in English, Mandarin, Cantonese, and Hakka, making the firm particularly valuable for international clients, expats, and non-English-speaking business owners in the Bay Area.
    CPA ServicesTax PreparationSmall Business AccountingPayroll ServicesIRS Representation
    Phone(408) 806-5966
    Julia Brown CPA
    Updated 4/17/26Learn More →
    80
    Lantern
    Score
    Fremont, CA
    Serves Fremont and surrounding Bay Area communities
    ★★★★★4.7(208 Google reviews)

    Khob Tax Services Inc is a full-service accounting and tax preparation firm located in Fremont, specializing in individual and business tax services. They provide comprehensive tax planning, preparation, and filing services for individuals, small businesses, and entrepreneurs, helping clients navigate complex tax situations and maximize deductions. With expertise in both personal and business accounting, Khob Tax Services delivers personalized attention and strategic guidance to minimize tax liability.

    Best for: Personal Tax Filing
    Ideal clients: Individual tax filers, Small business owners, Self-employed professionals, Entrepreneurs
    What sets them apart
    • Handles both personal tax returns and complex business tax situations, offering comprehensive solutions for diverse client needs.
    • Goes beyond basic preparation to provide proactive tax planning strategies that help clients reduce their overall tax burden year-round.
    • Delivers one-on-one attention to understand each client's unique financial situation and provide customized recommendations.
    Tax PreparationAccounting ServicesBusiness TaxCPA ServicesTax Planning
    Phone(510) 742-1419
    Khob Tax Services Inc
    Updated 4/17/26Learn More →
    80
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale, San Jose, and surrounding Silicon Valley communities
    ★★★★★4.7(147 Google reviews)

    H&R Block's Sunnyvale tax office provides comprehensive tax preparation and filing services for individuals and businesses. Their experienced tax professionals help clients navigate federal and state tax returns, maximize deductions, and handle complex tax situations. With both in-person and virtual service options, they serve the Silicon Valley community with personalized tax planning and IRS representation when needed.

    Best for: Personal Tax FilingIRS IssuesRemote Clients
    Ideal clients: Sunnyvale and Silicon Valley residents needing tax preparation, small business owners, self-employed professionals, individuals with complex tax situations
    What sets them apart
    • Knowledgeable staff trained in individual and business tax preparation with access to H&R Block's extensive resources and technology.
    • Flexible service delivery with both in-office appointments at the E El Camino Real location and remote tax preparation services.
    • Professional support for IRS audits and tax disputes, providing peace of mind for complex tax situations.
    Tax PreparationIndividual & Business TaxesIRS RepresentationVirtual ServiceTax Planning
    Phone(408) 739-2294
    H&R Block - E El Camino Real
    Updated 4/17/26Learn More →
    80
    Lantern
    Score
    San Anselmo, CA
    Serves Marin County, California and other US locations
    ★★★★★5.0(17 Google reviews)

    Zee Skyvara & Associates provides comprehensive tax preparation and bookkeeping services for individuals, families, and small businesses in Marin County and beyond. As a California Enrolled Agent with over 20 years of business experience, Zee specializes in individual tax preparation, tax planning, and IRS representation, bringing detail-oriented expertise to help clients keep more of what they earn. The firm handles 1040 forms, all applicable schedules, and IRS-related matters with a focus on personalized, stress-free financial management.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individual taxpayers, small business owners, self-employed professionals, families with complex returns
    What sets them apart
    • Member of the California Society of Enrolled Agents with authorized IRS representation authority, qualified to handle audit representation and complex tax matters.
    • Founder has run his own business for over two decades, bringing firsthand understanding of small business finances and self-employment tax challenges.
    • Emphasizes proactive tax planning and strategy, not just year-end preparation, to help clients maximize their financial outcomes.
    Tax PreparationBookkeepingEnrolled AgentSmall BusinessIRS Services
    Phone(415) 606-7470
    Zee Skyvara & Associates
    Updated 4/17/26Learn More →
    80
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Bay Area communities
    ★★★★★4.7(104 Google reviews)

    H&R Block is a national tax preparation and accounting firm with a local office in San Jose. They offer comprehensive tax filing services for individuals and businesses, including income tax preparation, audit representation, and year-round tax planning. Whether you're filing a simple return or navigating complex tax situations, their experienced tax professionals help clients minimize tax liability and maximize refunds.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individuals filing simple returns, Small business owners, Self-employed professionals, Clients needing IRS audit support
    What sets them apart
    • Handles individual and business tax preparation, audit representation, and ongoing tax planning to help clients stay organized year-round.
    • In-person tax professionals at the Tully Road location provide personalized guidance and can answer questions about complex tax situations.
    Tax PreparationIndividual TaxesBusiness TaxesIRS Representation
    Phone(408) 258-5093
    H&R Block
    Updated 4/17/26Learn More →
    80
    Lantern
    Score
    Oakland, CA
    Serves Oakland, CA and surrounding East Bay communities
    ★★★★★4.7(101 Google reviews)

    H&R Block is a national tax preparation and accounting firm offering comprehensive tax filing services for individuals and businesses at their Oakland MacArthur Boulevard location. Their experienced tax professionals help clients navigate federal and state tax returns, identify deductions, and maximize refunds. They provide in-person consultations, virtual tax services, and year-round tax planning support.

    Best for: Personal Tax FilingIRS IssuesRemote Clients
    Ideal clients: Individual taxpayers, small business owners, self-employed professionals, families seeking tax optimization
    What sets them apart
    • Handles individual tax returns, business tax preparation, and complex tax situations including self-employment income and investments.
    • Offers flexible tax prep through both in-office appointments and virtual remote consultations.
    • Provides ongoing tax planning and consultation beyond annual filing season.
    Tax PreparationAccountingTax ServicesIndividual & Business Taxes
    Phone(510) 530-0444
    H&R Block - MacArthur Blvd
    Updated 4/17/26Learn More →
    80
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale, San Jose, Mountain View, Cupertino, and surrounding Silicon Valley communities
    ★★★★★4.8(35 Google reviews)

    Keystone Tax LLC, founded by Enrolled Agent Ellen Domorad, provides comprehensive tax preparation, accounting, and consulting services for both individuals and businesses in the San Francisco Bay Area. Their services include tax preparation and planning, IRS audit representation and resolution, small business accounting and bookkeeping, payroll processing, QuickBooks setup, new business formation, and succession planning. They specialize in helping business owners and individuals navigate complex tax situations and optimize their tax strategies.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses needing bookkeeping and payroll support
    What sets them apart
    • Founded and led by Ellen Domorad, an Enrolled Agent with expertise in complex tax situations and IRS representation.
    • Offers end-to-end accounting services including tax prep, bookkeeping, payroll, QuickBooks setup, new business formation, and succession planning—not just tax filing.
    • Specializes in resolving tax problems including audits, back taxes, liens, levies, penalty abatement, and payment plans.
    Tax PreparationIRS RepresentationBusiness AccountingPayroll ServicesTax Planning
    Phone(408) 412-3373
    Keystone Tax LLC. Tax Consultant - Tax Preparation, Resolution, Planning Services in California
    Updated 4/17/26Learn More →
    80
    Lantern
    Score
    Santa Clara, CA
    Serves Silicon Valley, Santa Clara, CA and surrounding areas
    ★★★★★4.7(87 Google reviews)

    Bhuiyan & Associates, CPA is a full-service certified public accounting firm serving Silicon Valley's high-tech companies, small businesses, and non-profit organizations. Led by CPAs with deep expertise in complex tax environments, they provide comprehensive accounting, bookkeeping, tax preparation, and financial planning services for both individuals and businesses. Their services span entity accounting, tax strategy, payroll processing, real estate taxation, stock options planning, and business succession planning.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Tech workers with stock options, small business owners, real estate investors, non-profit organizations, self-employed professionals
    What sets them apart
    • Specialized knowledge in stock options, employee equity planning, and tax optimization for technology professionals and startups.
    • Handle everything from day-to-day bookkeeping and internal controls to business succession planning, cost segregation studies, and non-profit compliance.
    • Serve individuals, small businesses, non-profits, and real estate investors with tailored tax and accounting strategies.
    CPA CertifiedTax PlanningSmall Business AccountingNon-Profit ServicesReal Estate Tax
    Phone(408) 727-5001
    Bhuiyan & Associates, CPA
    Updated 4/17/26Learn More →
    79
    Lantern
    Score
    Oakland, CA
    Serves Oakland, CA and surrounding Bay Area communities
    ★★★★★4.7(76 Google reviews)

    Rubicon Tax Relief, part of The Lee Accountancy Group, is an Oakland-based accounting firm specializing in tax resolution, tax preparation, and IRS representation for individuals and businesses. Led by experienced tax professionals, they help clients navigate complex tax situations including back taxes, audit representation, and ongoing tax planning. With deep expertise in both individual and business taxation, they provide comprehensive solutions to resolve tax problems and optimize tax strategies.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individuals with back taxes or IRS issues, business owners needing tax planning, self-employed professionals, clients facing audits
    What sets them apart
    • Specializes in representing clients before the IRS during audits and tax disputes, providing professional advocacy to resolve complex tax issues.
    • Offers full-service tax relief including back tax resolution, payment plans, and ongoing compliance, not just annual preparation.
    • Serves both individual taxpayers and business owners, providing tailored solutions for different tax situations and entity structures.
    Tax ReliefIRS RepresentationTax PreparationAccounting ServicesOakland
    Phone(510) 836-7400
    Rubicon Tax Relief | The Lee Accountancy Group
    Updated 4/17/26Learn More →
    79
    Lantern
    Score
    Palo Alto, CA
    Serves San Francisco Bay Area, serving clients 100% virtually
    ★★★★★5.0(15 Google reviews)

    Bains Financial Services is a Palo Alto-based CPA firm specializing in tax preparation, strategic tax planning, and expert bookkeeping for individuals, small businesses, franchises, real estate investors, and high-net-worth clients. Founded on generations of accounting expertise, they combine personalized tax advice with modern technology and streamlined operations to deliver accurate, timely results. Their approach emphasizes proactive tax strategy to minimize liabilities, maintain compliance, and support long-term financial goals across diverse industries.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, franchise owners, high-net-worth individuals, real estate investors, S-Corp and LLC conversions
    What sets them apart
    • Bains serves franchise owners, real estate investors, and high-net-worth individuals with tailored strategies, not just general tax preparation.
    • Their modern software and 100% virtual model deliver accurate accounting with convenient access—no in-person meetings required.
    • Streamlined operations enable faster turnaround on bookkeeping and tax reporting compared to industry standards, while maintaining quality.
    CPA ServicesTax PlanningBookkeepingSmall BusinessVirtual Accounting
    Phone(650) 212-6370
    Bains Financial Services | CPA | Tax & Accounting
    Updated 4/17/26Learn More →
    79
    Lantern
    Score
    Alameda, CA
    Serves Alameda, CA and surrounding Bay Area communities
    ★★★★★5.0(15 Google reviews)

    Alameda Tax Services, LLC is a full-service accounting firm located in Alameda, CA, specializing in tax preparation, bookkeeping, and financial consulting for individuals and small businesses. The firm helps clients navigate complex tax situations, optimize deductions, and maintain organized financial records year-round. They focus on personalized service and strategic tax planning to minimize liability and maximize returns.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Individual taxpayers, small business owners, self-employed professionals, families with complex tax situations
    What sets them apart
    • Goes beyond basic tax filing to develop customized strategies that help clients reduce tax burden and plan for future financial goals.
    • Provides ongoing bookkeeping services so clients stay organized throughout the year, not just at tax time.
    • Long-established Alameda firm with deep knowledge of local and California tax requirements for residents and small business owners.
    Tax PreparationBookkeepingSmall BusinessAccountingTax Planning
    Phone(510) 995-8330
    Alameda Tax Services, LLC
    Updated 4/17/26Learn More →
    79
    Lantern
    Score
    Oakland, CA
    Serves Oakland, CA and surrounding Bay Area
    ★★★★★4.9(61 Google reviews)

    Upscale Tax Professionals is a multi-disciplinary tax and advisory firm in Oakland specializing in precision-led tax preparation, financial strategy, and wealth planning for individuals, families, and business owners. They offer personal tax advisory and filing, executive tax compliance, IRS resolution, and asset protection services, providing coordinated leadership across tax, financial, and protection strategies rather than fragmented advice.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: High-net-worth individuals, business owners, families requiring comprehensive wealth planning, executives needing coordinated tax and financial strategy
    What sets them apart
    • Combines tax law, financial strategy, compliance, and long-term wealth planning in a coordinated framework rather than isolated transactions.
    • Every engagement includes executive-level oversight designed to support informed decision-making across your entire financial ecosystem.
    • Offers specialized services including IRS audit representation and asset protection strategies alongside standard tax preparation.
    Tax PreparationFinancial AdvisoryIRS ResolutionWealth PlanningBusiness Tax
    Phone(510) 779-4232
    Address248 3rd St
    Upscale Tax Professionals
    Updated 4/17/26Learn More →
    79
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco and surrounding Bay Area
    ★★★★★5.0(13 Google reviews)

    Complete Financial is an independent accounting and financial consulting firm based in San Francisco's Fulton Street area. They provide comprehensive tax preparation, bookkeeping, and financial advisory services for individuals and businesses. Their personalized approach helps clients navigate complex tax situations and optimize their financial strategies.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations
    What sets them apart
    • Complete Financial operates as an independent accounting practice, allowing them to provide personalized service and customized financial strategies tailored to each client's unique situation.
    • Beyond tax preparation, they offer bookkeeping and financial consulting, providing clients with a single point of contact for multiple financial needs.
    AccountingTax PreparationFinancial ConsultingBookkeeping
    Phone(415) 202-8555
    Complete Financial
    Updated 4/17/26Learn More →
    79
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale and surrounding Silicon Valley communities
    ★★★★★4.6(303 Google reviews)

    H&R Block is a tax preparation and accounting service offering individual and business tax filing, tax planning, bookkeeping, and payroll services. Their experienced tax professionals help clients maximize deductions and navigate complex tax situations. This Sunnyvale location provides both in-person and virtual tax services to make filing convenient for busy professionals and families.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: Busy professionals, small business owners, self-employed individuals, families seeking personalized tax guidance
    What sets them apart
    • Offers individual tax prep, business tax services, bookkeeping, and payroll solutions all in one location.
    • Flexible appointment scheduling with both in-office consultations and remote tax filing available.
    • Experienced tax professionals help identify deductions and develop tax strategies tailored to individual and business needs.
    Tax PreparationAccounting ServicesBookkeepingPayroll Services
    Phone(408) 720-8654
    H&R Block - E El Camino Real
    Updated 4/17/26Learn More →
    78
    Lantern
    Score
    Fremont, CA
    Serves Fremont and surrounding East Bay communities
    ★★★★★4.6(193 Google reviews)

    Sanjiv Gupta CPA is an independent accounting firm in Fremont specializing in comprehensive tax preparation, bookkeeping, and financial planning for individuals and businesses. Led by a CPA with extensive experience, the firm provides personalized tax strategies, IRS audit representation, and ongoing bookkeeping services to help clients minimize tax liability and maintain accurate financial records. They serve both personal and business clients with attention to detail and proactive tax planning.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business startups needing accounting foundation
    What sets them apart
    • Led by a licensed CPA with comprehensive expertise in tax law, IRS regulations, and financial strategy for complex individual and business situations.
    • Handles everything from annual tax preparation and bookkeeping to IRS audit representation and proactive tax planning to minimize client liability.
    • Takes time to understand each client's unique financial situation and provides tailored solutions rather than one-size-fits-all advice.
    CPA CertifiedTax PreparationBookkeepingBusiness Accounting
    Phone(510) 825-7563
    Sanjiv Gupta CPA - Paseo Padre Pkwy
    Updated 4/17/26Learn More →
    78
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and Silicon Valley area
    ★★★★★4.9(49 Google reviews)

    Sunrise Tax Pro Services is a Silicon Valley-based tax and accounting firm run by Principal Tomas Gonzalez, offering comprehensive tax preparation and consulting, bookkeeping, payroll services, and audit representation for individuals and small businesses. They specialize in supporting both established companies and startups with accurate, efficient tax and accounting solutions designed to provide peace of mind.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, startups, self-employed professionals, individuals seeking comprehensive tax and accounting support
    What sets them apart
    • Handles tax preparation, bookkeeping, payroll services, and audit representation in one firm—no need to coordinate with multiple providers.
    • Offers specialized support for startups and small businesses, including consultation tailored to new ventures in the Silicon Valley tech ecosystem.
    • Established local firm with deep roots in Silicon Valley, led by experienced professionals who understand regional business needs and tax complexities.
    Tax PreparationAccounting ServicesPayroll ServicesSmall BusinessSilicon Valley
    Phone(408) 292-5626
    Sunrise Tax Pro Services
    Updated 4/17/26Learn More →
    78
    Lantern
    Score
    Alameda, CA
    Serves Alameda, CA and surrounding East Bay communities
    ★★★★★4.6(121 Google reviews)

    H&R Block's Alameda office provides comprehensive tax preparation and filing services for individuals and businesses. Their experienced tax professionals handle federal and state returns, deductions optimization, and tax planning to help clients maximize refunds and minimize tax liability. With decades of industry experience, H&R Block offers in-person consultations, digital tools, and personalized guidance for straightforward and complex tax situations.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individuals seeking professional tax preparation, small business owners, self-employed professionals, those facing IRS audits
    What sets them apart
    • H&R Block's team includes trained tax preparers and CPAs who stay current with tax law changes to identify deductions and credits clients might miss.
    • Combines in-person consultations at the Blanding Ave location with digital tools and support, allowing clients to choose their preferred tax preparation method.
    • Handles individual returns, business tax preparation, IRS representation for audits, and tax planning strategies beyond basic filing.
    Tax PreparationTax FilingFinancial ServicesIRS Representation
    Phone(510) 521-2551
    H&R Block - Blanding Ave
    Updated 4/17/26Learn More →
    78
    Lantern
    Score
    Oakland, CA
    Serves Oakland, CA and surrounding East Bay communities
    ★★★★★4.7(35 Google reviews)

    Aman Deol CPA leads Deol & Associates, Inc., a full-service accounting firm in Oakland specializing in tax preparation, bookkeeping, and financial consulting for individuals and businesses. With CPA credentials and deep expertise in tax strategy, they help clients navigate complex tax situations, maximize deductions, and maintain clean financial records. Their personalized approach and commitment to client education distinguish them in the Oakland market.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses seeking ongoing bookkeeping support
    What sets them apart
    • Led by a certified public accountant with specialized expertise in tax strategy and financial planning for both individuals and businesses.
    • Offers integrated tax preparation, bookkeeping, and financial consulting under one roof, eliminating the need for multiple service providers.
    • Known for taking time to understand each client's unique situation and providing personalized guidance rather than one-size-fits-all solutions.
    CPA ServicesTax PreparationBookkeepingBusiness AccountingFinancial Consulting
    Phone(510) 547-5090
    Aman Deol CPA -Deol & Associates, Inc.
    Updated 4/17/26Learn More →
    78
    Lantern
    Score
    San Bruno, CA
    Serves San Francisco Bay Area, including San Bruno and surrounding communities
    ★★★★★4.8(20 Google reviews)

    JB Bookkeeping & Taxes is an independent accounting firm in San Bruno specializing in bookkeeping, tax preparation, and financial consulting for small businesses and individuals. Owner Jasmine brings personalized service and attention to detail, helping clients navigate tax compliance and maintain organized financial records. They serve the San Francisco Bay Area with a focus on making accounting accessible and stress-free.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals seeking personalized tax preparation, businesses needing ongoing bookkeeping support
    What sets them apart
    • Jasmine provides hands-on service rather than automated solutions, ensuring your specific tax and bookkeeping needs are understood and addressed.
    • Offers both bookkeeping and tax preparation under one roof, simplifying your accounting needs and creating better continuity throughout the year.
    • Makes accounting approachable for business owners and individuals who may find the process overwhelming or complex.
    BookkeepingTax PreparationSmall Business AccountingIndividual Taxes
    Phone(650) 755-3727
    JB Bookkeeping & Taxes
    Updated 4/17/26Learn More →
    78
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco and surrounding Bay Area
    ★★★★★5.0(11 Google reviews)

    Kelly Tax SF is an independent accounting and tax preparation firm located in San Francisco's West Portal neighborhood. They specialize in comprehensive tax services for individuals and businesses, offering expert guidance on tax planning, preparation, and filing. With a focus on personalized service and local expertise, Kelly Tax SF helps clients navigate complex tax situations and maximize their financial efficiency.

    Best for: Personal Tax Filing
    Ideal clients: San Francisco residents, Small business owners, Self-employed professionals, Individuals with complex tax situations
    What sets them apart
    • Based in San Francisco's West Portal neighborhood with deep knowledge of local and California tax issues.
    • Handles both individual and business tax preparation, allowing clients to manage all their accounting needs in one place.
    • Provides direct, individualized tax planning and consultation rather than assembly-line tax prep.
    Tax PreparationAccounting ServicesSan FranciscoIndividual & Business TaxesFinancial Consulting
    Phone(415) 793-5971
    Kelly Tax SF
    Updated 4/17/26Learn More →
    78
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(11 Google reviews)

    Dunham Associates CPAs is a boutique accounting and consulting firm in San Jose specializing in personalized tax strategy and financial planning for both individuals and businesses. They offer comprehensive accounting services ranging from simple to complex cases, with a focus on tax reduction and business growth. The firm combines personal attention with sophisticated, forward-looking strategy to help clients achieve their financial goals.

    Best for: Personal Tax Filing
    Ideal clients: Business owners seeking tax reduction strategies, Individual high-income earners, Small to mid-size companies needing accounting support
    What sets them apart
    • Offers personalized attention and client-focused service with the strategic sophistication of a larger firm, treating each client as their primary focus.
    • Serves both individual and business clients with tailored strategies for tax reduction, financial planning, and business growth.
    • Handles accounting needs of varying complexity, from straightforward individual returns to sophisticated business tax and consulting matters.
    Tax PlanningBusiness AccountingCPA ServicesFinancial Consulting
    Phone(408) 260-9600
    Dunham Associates CPAs
    Updated 4/17/26Learn More →
    77
    Lantern
    Score
    San Jose, CA
    Serves San Jose and Bay Area
    ★★★★★5.0(10 Google reviews)

    David Kirst is an active California CPA offering comprehensive tax preparation, tax planning, and financial services to small and medium-sized businesses and individuals in the San Jose area. As a sole practitioner since 2001, he personally handles client interviews, data input, review, and filing—ensuring intimate familiarity with each client's financial details. His expertise spans closely held businesses (S corporations, partnerships, LLCs) in real estate, professional services, and distribution/manufacturing, as well as individual tax returns, with experience ranging from startups to companies with revenues exceeding $100 million.

    Ideal clients: Small to medium-sized business owners, self-employed professionals, real estate investors, construction and medical practice owners seeking proactive tax planning and compliance
    What sets them apart
    • David personally handles every aspect of your return—interview through filing—ensuring deep knowledge of your finances and streamlined service without the overhead of a large firm.
    • Active California CPA with graduate degree in taxation who has worked with startups through companies with $100M+ revenue, focusing on closely held businesses and individual taxes.
    • Transparent fixed-fee structure with ongoing support available throughout the year, not just tax season, to help you maximize deductions and plan strategically.
    CPA ServicesTax PreparationBusiness AccountingTax PlanningSan Jose
    Phone(408) 838-3381
    David Kirst, CPA | San Jose Tax Preparation Expert
    Updated 4/17/26Learn More →
    77
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco Bay Area, including San Francisco, Santa Clara, and Palo Alto
    ★★★★★5.0(10 Google reviews)

    Steve Rabin CPA is a San Francisco-based accounting firm specializing in tax resolution, business accounting, and financial planning for entrepreneurs, business owners, and executives. With over 15 years of experience, the firm handles complex tax issues including IRS representation, back taxes, liens, wage garnishments, RSU taxation, international taxes, and estate planning. Services also include bookkeeping, payroll management, QuickBooks optimization, and comprehensive financial planning, with multilingual support in English, Spanish, and Mandarin Chinese.

    Best for: Small BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Business owners with tax problems, startup founders and CEOs, self-employed professionals, executives needing tax strategy, individuals with IRS or FTB issues
    What sets them apart
    • Expert in resolving complex IRS and California FTB issues including liens, levies, wage garnishments, and back taxes, with documented success in negotiating significant reductions.
    • Offers services in English, Spanish, and Mandarin Chinese with flexible virtual consultation options via phone, Zoom, or fax for accessibility.
    • Beyond tax resolution, provides bookkeeping, payroll management, QuickBooks optimization, financial planning, and estate/probate tax guidance for businesses and individuals.
    Tax ResolutionCPA ServicesBusiness AccountingIRS RepresentationFinancial Planning
    Phone(408) 887-6433
    Steve Rabin CPA
    Updated 4/17/26Learn More →
    77
    Lantern
    Score
    Milpitas, CA
    Serves Milpitas, San Jose, and Silicon Valley
    ★★★★★5.0(10 Google reviews)

    De Guzman & Cadieux CPAs is a full-service accounting firm serving Milpitas and the surrounding Silicon Valley area. They provide comprehensive tax preparation, bookkeeping, payroll services, and financial consulting for both individuals and businesses. With CPA credentials and specialized expertise in tax strategy, they help clients navigate complex financial situations and maximize their bottom line.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, tech professionals, self-employed contractors, individuals with complex tax situations
    What sets them apart
    • Licensed CPAs providing credible tax and accounting guidance backed by professional credentials and regulatory oversight.
    • Handles both personal tax returns and comprehensive business accounting, payroll, and financial consulting from one trusted firm.
    • Based in Milpitas with deep understanding of tech industry financial needs and local tax requirements.
    CPA ServicesTax PreparationBookkeepingBusiness AccountingFinancial Consulting
    Phone(408) 263-6401
    De Guzman & Cadieux CPA's
    Updated 4/17/26Learn More →
    77
    Lantern
    Score
    Alameda, CA
    Serves Alameda, CA and surrounding Bay Area
    ★★★★★5.0(10 Google reviews)

    Access Accounting & Taxes is an Alameda-based accounting and tax firm specializing in individual and business tax preparation, bookkeeping, and financial consulting services. The firm helps clients navigate complex tax situations, optimize their financial strategies, and maintain compliant accounting practices. They serve both individuals and small-to-medium businesses throughout the Bay Area.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed individuals, families with complex tax situations, Bay Area residents seeking local tax expertise
    What sets them apart
    • Handles both individual and business tax returns, offering integrated bookkeeping and financial consulting to ensure clients maximize deductions and maintain accurate records year-round.
    • Based in Alameda with deep knowledge of California tax requirements and local business regulations affecting individuals and small-to-medium enterprises in the region.
    • Provides personalized service with direct phone and web access, making it easy for clients to discuss their specific tax and accounting needs without navigating large corporate structures.
    Tax PreparationAccounting ServicesBusiness TaxesBookkeepingFinancial Consulting
    Phone(510) 522-2121
    ​Access Accounting & Taxes
    Updated 4/17/26Learn More →
    77
    Lantern
    Score
    Oakland, CA
    Serves Oakland, CA and surrounding areas
    ★★★★★5.0(10 Google reviews)

    Tax and Business Services of Oakland provides comprehensive accounting and tax solutions for individuals and businesses in the Oakland area. They offer tax preparation, business tax services, bookkeeping, and financial consulting to help clients maximize deductions and maintain compliant records. With a focus on personalized service, they work closely with each client to understand their unique financial situation.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization
    What sets them apart
    • They take time to understand each client's unique financial situation and provide tailored tax and accounting solutions rather than one-size-fits-all approaches.
    • From individual tax returns to business bookkeeping and payroll services, they handle multiple aspects of financial management under one roof.
    Tax PreparationBusiness AccountingBookkeepingFinancial Consulting
    Phone(510) 291-8295
    Tax and Business Services of Oakland
    Updated 4/17/26Learn More →
    77
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Silicon Valley communities
    ★★★★★4.6(45 Google reviews)

    Koshy P. George, CPA is an independent accounting firm in San Jose specializing in tax preparation, bookkeeping, and financial consulting for individuals and small businesses. With CPA certification and years of experience, the firm provides comprehensive tax strategy, IRS representation, and year-round financial guidance to help clients minimize tax liability and maintain organized records.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business startups
    What sets them apart
    • Licensed CPA with expertise in tax strategy and compliance for both individual and business clients.
    • Offers year-round financial guidance and proactive tax strategies, not just annual return preparation.
    • Can represent clients before the IRS for audits and dispute resolution.
    CPA ServicesTax PreparationBookkeepingSmall Business AccountingFinancial Consulting
    Phone(408) 558-3619
    Websitekpgcpa.net
    Koshy P.George; Cpa
    Updated 4/17/26Learn More →
    77
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco and surrounding Bay Area
    ★★★★★5.0(9 Google reviews)

    Hager Accounting, Inc. is a full-service accounting firm located in downtown San Francisco specializing in tax preparation, bookkeeping, and financial consulting for individuals and businesses. With over a decade of experience, they provide personalized accounting solutions tailored to their clients' specific needs, from tax strategy and IRS representation to ongoing bookkeeping and payroll services.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, entrepreneurs, high-income individuals seeking personalized tax strategy
    What sets them apart
    • Conveniently located on Montgomery Street in the Financial District, making it accessible for in-person consultations with local businesses and professionals.
    • Offers tax preparation, bookkeeping, payroll processing, and financial consulting under one roof, eliminating the need to work with multiple service providers.
    Tax PreparationBookkeepingCPA ServicesBusiness AccountingFinancial Consulting
    Phone(415) 742-5128
    Hager Accounting, Inc
    Updated 4/17/26Learn More →
    This directory of accounting & tax local businesses serving San Francisco Bay Area, is maintained by Lantern. Rankings are determined by the Lantern Score — not advertising or payment for placement. Learn how it works. Last updated April 17, 2026. To claim or update a listing, contact us.