Best Accounting & Tax in Berkeley, California

    Areas served: Berkeley, CA and surrounding Alameda County

    25 local businessesRanked by Lantern Score — a measure of reputation and business quality. We don't accept payment for placement.
    Updated May 15, 2026

    Berkeley's accounting and tax service landscape reflects the city's diverse economic base, from sole proprietors and startups near the UC Berkeley campus to established professional firms serving Alameda County businesses. Local providers range from individual CPAs specializing in California state tax compliance to full-service firms offering audit, bookkeeping, and advisory services. This directory catalogs verified accounting professionals practicing in Berkeley, with details on their credentials, service offerings, and areas of specialization.

    86
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    Pinole, CA · 9 mi from Berkeley
    Serves Pinole, CA and surrounding East Bay communities including Richmond, Hercules, San Pablo, El Sobrante, and greater Contra Costa County
    ★★★★★5.0(752 Google reviews)

    Mauricio Midence Tax Preparation & Financial Services in Pinole, CA is a full-service accounting firm led by Mauricio Midence, providing personalized tax preparation, bookkeeping, and financial consulting for individuals, small businesses, and corporate clients. With a perfect 5.0-star rating from 750+ Google reviews and expertise across medical, real estate, freelance, and manufacturing sectors, the firm is known for its low-pressure approach, accuracy, and exceptional client retention. Serving Pinole and the greater East Bay area.

    Mauricio Midence, Principal
    Ideal clients: Small business owners needing reliable accounting and bookkeeping, self-employed professionals and freelancers managing quarterly taxes, medical practitioners navigating healthcare regulations, real estate professionals handling transaction reporting, manufacturing businesses requiring cost accounting, individuals seeking stress-free personal tax preparation, anyone who values personalized attention over impersonal chain services
    What sets them apart
    • One of the highest-rated tax preparation firms in the East Bay, with an exceptional track record of client satisfaction and a proven commitment to accuracy, professionalism, and responsive service.
    • Specialized knowledge in medical, real estate, freelance/contractor, and manufacturing sectors, with deep understanding of the unique tax regulations, deductions, and compliance requirements affecting each industry.
    • Known for making clients feel comfortable and informed rather than rushed or intimidated, with a consultative style that prioritizes education, transparency, and building long-term relationships over transactional interactions.
    • Clients consistently return year after year thanks to reliable service, personal attention, and the peace of mind that comes from working with a trusted financial partner who truly understands their situation.
    Tax PreparationAccounting ServicesBookkeepingFinancial PlanningBusiness Tax

    Alondra provided exceptional assistance with my tax preparations this year. She carefully reviewed all of my documents, explaining each step to ensure I understood the details thoroughly. Her professionalism was evident in her punctuality, courteous demeanor, and efficient handling of every aspect of the process. I sincerely appreciated her approachable attitude and expert guidance, which made me feel confident and well-informed throughout. Her support was invaluable, and we are eager to continue working with her in future tax seasons. We highly recommend her services for anyone seeking knowledgeable and attentive tax assistance.

    Jaqueline Cardona, Google Review · 5 ★ avg from 752 reviews
    Phone(510) 669-5659
    Websitemm.tax
    Hours
    Mon9:00 AM – 5:00 PM
    Tue9:00 AM – 5:00 PM
    Wed9:00 AM – 5:00 PM
    Thu9:00 AM – 5:00 PM
    Fri9:00 AM – 5:00 PM
    SatClosed
    SunClosed
    Mauricio Midence Tax Preparation & Financial Services
    Updated 4/20/26Learn More →
    83
    Lantern
    Score
    San Francisco, CA · 8 mi from Berkeley · Est. 1994
    Serves San Francisco, CA and the greater Bay Area including Silicon Valley, San Mateo, Marin County, and the East Bay
    ★★★★★4.9(92 Google reviews)

    Tony Quach & Co. CPA is a San Francisco tax accounting firm run by Tony Quach, CPA, specializing in tax planning, audit representation, and business tax services for individuals and small businesses. With a 4.9-star rating from 92+ Google reviews, the firm focuses on helping clients legally minimize their tax burden through strategic planning and expert IRS representation. Located in downtown San Francisco near Union Square, they serve clients throughout the Bay Area with personalized, one-on-one guidance.

    Tony Quach, CPA, Founder & Principal, Certified Public Accountant (CPA)
    Ideal clients: Small business owners needing strategic tax planning, individuals facing IRS audits or tax problems, startups deciding on S-Corp vs. LLC structure, self-employed professionals seeking to minimize quarterly estimated taxes, Bay Area businesses needing reliable CPA services
    What sets them apart
    • Led by Tony Quach, a licensed Certified Public Accountant with decades of experience in tax planning and IRS representation. His hands-on approach ensures every client receives personalized attention and strategic guidance tailored to their unique tax situation.
    • One of the highest-rated CPA firms in San Francisco, with clients consistently praising the firm's responsiveness, expertise in minimizing tax liability, and exceptional service during IRS audits and complex tax situations.
    • Experienced in representing clients before the IRS, handling audits, back tax resolution, penalty abatement, and payment plan negotiations. The firm takes over communication with the IRS so clients can avoid the stress and get back to business.
    • Conveniently located at 1 Hallidie Plaza near Union Square and BART, making it easy for Bay Area clients to meet in person. The firm serves individuals and businesses throughout San Francisco, Silicon Valley, and the greater Bay Area.
    Tax PlanningBusiness AccountingIRS RepresentationIncorporationTax Strategy

    Tony and his associate prepared our 2024 joint tax return and did an excellent job. They were responsive to my questions, thorough in their work, and charged a fair price. I plan to use their firm for my law firm’s accounting needs as well as my family’s future estate planning. Highly recommend!

    James Owens, Google Review · 4.9 ★ avg from 92 reviews
    Phone(415) 771-1800 ext. 3
    Hours
    Mon9:00 AM – 6:00 PM
    Tue9:00 AM – 6:00 PM
    Wed9:00 AM – 6:00 PM
    Thu9:00 AM – 6:00 PM
    Fri9:00 AM – 6:00 PM
    SatClosed
    SunClosed
    Tony Quach & Co. CPA
    Updated 4/20/26Learn More →
    82
    Lantern
    Score
    Oakland, CA · 5 mi from Berkeley
    Serves Oakland, CA with focus on Grand Lake, Lake Merritt, and surrounding Alameda County neighborhoods
    ★★★★★4.9(62 Google reviews)

    Liberty Tax at 3207 Grand Ave in Oakland, CA offers professional tax preparation, business tax services, and bookkeeping for individuals and small businesses in the Grand Lake neighborhood. This franchise location is staffed by trained tax professionals who stay current on federal and state tax codes to maximize refunds and minimize liabilities. With a 4.9-star Google rating from 63 reviews, they're known for personalized service and year-round support for Oakland residents and local business owners.

    Ideal clients: Self-employed professionals and freelancers, Oakland small business owners, landlords with rental properties, Bay Area residents with multi-state income, families navigating tax changes (home purchase, new baby), anyone dealing with IRS notices or back taxes
    What sets them apart
    • Tax professionals trained specifically in California state tax laws, including unique Oakland and Alameda County requirements, rental property regulations, and Bay Area cost-of-living credits
    • Available beyond tax season for IRS notices, amended returns, quarterly estimated payments, and tax planning — not just a seasonal storefront
    • Dedicated bookkeeping and business tax services for Oakland's self-employed, freelancers, contractors, and small business owners navigating entity structure and deduction strategies
    • Centrally located in Oakland's Grand Lake district with weekday hours and appointment flexibility for Lake Merritt professionals and East Bay residents
    Tax PreparationBusiness TaxesBookkeepingIRS Services

    I have been a satisfied client of Liberty Tax and Malkeet Singh for 9 years. His careful work and patience has helped me navigate financial changes. His advice and support has taken out the dread of taxes and made our appointment one I look forward to. Expert human attention is irreplaceable!

    Edith Scripps, Google Review · 4.9 ★ avg from 62 reviews
    Phone(510) 680-3726
    Hours
    Mon11:00 AM – 5:00 PM
    Tue11:00 AM – 5:00 PM
    Wed11:00 AM – 5:00 PM
    Thu11:00 AM – 5:00 PM
    Fri11:00 AM – 5:00 PM
    SatClosed
    SunClosed
    Liberty Tax - Grand Ave
    Updated 4/20/26Learn More →
    82
    Lantern
    Score
    San Francisco, CA · 8 mi from Berkeley
    Serves San Francisco Financial District, CA and surrounding Bay Area
    ★★★★★5.0(30 Google reviews)

    Scott Porter, CPA is a full-service accounting firm in San Francisco's Financial District run by CPA Scott Porter and his team of experienced accountants. They specialize in customized accounting packages for small and midsized businesses, offering tax preparation and planning, cloud accounting, budgeting, wealth management, and business consulting. Known for forming long-standing client relationships, they serve diverse industries including real estate, recruiting, and family-owned businesses throughout the San Francisco Bay Area.

    Scott Porter, CPA / Principal, Certified Public Accountant (CPA)
    Ideal clients: Small business owners needing customized accounting packages, Real estate professionals seeking industry-specific tax strategies, Recruiting firms looking for specialized financial guidance, Family-owned businesses wanting long-term CPA partnership, Entrepreneurs transitioning to cloud-based accounting, High net worth individuals seeking wealth management and tax planning
    What sets them apart
    • Creates flexible, tailored service packages that match each business's specific reporting requirements and budget, rather than forcing clients into standardized plans.
    • Specialized knowledge serving real estate professionals, recruiting firms, and family-owned businesses with sector-specific tax strategies and compliance guidance.
    • Expertise in modern cloud-based accounting systems that provide real-time financial visibility and streamlined collaboration between businesses and their CPA team.
    • Year-round tax strategy focused on minimizing liability and maximizing income, not just annual tax return preparation.
    CPA ServicesTax PlanningBusiness AccountingBookkeepingFinancial Consulting

    Scott Porter has been doing taxes for me and for my family for the past few years. I feel so lucky to have found him. Dealing with Scott and his staff is a real pleasure. His instructions are always so easy to follow. Scott is not only friendly but also so knowledgeable. My family and I feel completely comfortable turning all of our tax work over to this company.

    BetteR, Google Review · 5 ★ avg from 30 reviews
    Phone(415) 769-4353
    Hours
    Mon9:00 AM – 5:00 PM
    Tue9:00 AM – 5:00 PM
    Wed9:00 AM – 5:00 PM
    Thu9:00 AM – 5:00 PM
    Fri9:00 AM – 5:00 PM
    SatClosed
    SunClosed
    Scott Porter, CPA
    Updated 4/20/26Learn More →
    82
    Lantern
    Score
    Hayward, CA · 17 mi from Berkeley
    Serves Hayward, CA and the greater San Francisco Bay Area including Oakland, San Francisco, Berkeley, San Jose, Mountain View, and surrounding cities
    ★★★★★5.0(29 Google reviews)

    Asnani CPA Tax & Accounting is a San Francisco Bay Area CPA firm run by a team specializing in outsourced accounting services for small businesses, startups, freelancers, and contractors. Unlike traditional CPA firms that only surface at tax time, they provide year-round proactive tax planning, bookkeeping, payroll processing, and CFO-level financial guidance to help clients reduce taxes, stay compliant, and save time. With a perfect 5-star rating from 29 Google reviews, they serve businesses across Hayward, Oakland, San Francisco, Berkeley, San Jose, and the entire Bay Area with a focus on tax reduction strategies and pristine bookkeeping.

    Ideal clients: Small business owners seeking year-round tax strategy, Tech startups needing clean books for investors, Construction contractors managing job costing and payroll, Freelancers and 1099 earners wanting S-Corp analysis, Bay Area businesses behind on bookkeeping or payroll, Business owners who've missed tax deadlines or face IRS notices
    What sets them apart
    • Unlike traditional CPAs who only engage at tax season, Asnani CPA provides ongoing tax strategy throughout the year, starting with a comprehensive Tax & Accounting Audit and personalized Tax Reduction Plan, then continuously optimizing S-Corp salary decisions, estimated payments, and deduction timing to minimize tax liability.
    • Asnani CPA serves as a complete outsourced accounting department, handling bookkeeping, payroll processing (940/941 filings), business tax returns, and CFO-level financial guidance—eliminating the need to hire internal accounting staff while ensuring books stay accurate and compliant.
    • Deep specialization in California payroll taxes, sales tax changes, S-Corp election deadlines (March 16th), and Bay Area business compliance including San Francisco-specific regulations, minimum wage updates, and penalties that general accountants often overlook.
    • Holds a 5.0-star rating on Google from 29 reviews, reflecting consistent client satisfaction with responsiveness, accuracy, and tax savings delivered across Hayward, Oakland, San Francisco, Berkeley, and San Jose.
    Small Business AccountingTax Reduction StrategyPayroll ServicesBay Area CPA

    I am self-employed owning my own powerlifting coaching business. Shamal has been a huge game changer when it comes to the management of my taxes/finances. As someone who owns his own business the biggest headache each year was always taxes. Wanting to do everything correctly, but also not miss any potential opportunities to save money. Ever since working with Shamal things have been much smoother the past 3 years. I know own two businesses and managing them both has been easier than when I was managing just one by myself. Can’t recommend him enough!

    Marcellus Williams, Google Review · 5 ★ avg from 29 reviews
    Phone(707) 742-3299
    Hours
    Mon9:00 AM – 5:00 PM
    Tue9:00 AM – 5:00 PM
    Wed9:00 AM – 5:00 PM
    Thu9:00 AM – 5:00 PM
    FriClosed
    SatClosed
    SunClosed
    Asnani CPA Tax & Accounting
    Updated 4/20/26Learn More →
    82
    Lantern
    Score
    Oakland, CA · 4 mi from Berkeley
    Serves Oakland, CA and the greater Bay Area
    ★★★★★4.9(48 Google reviews)

    TVirden Tax Services is a Bay Area tax preparation and consulting firm specializing in individual tax returns, new business formation, and tax strategy for entrepreneurs. Led by experienced tax professionals, they focus on maximizing deductions, ensuring IRS compliance, and providing year-round tax planning services. Serving Oakland, CA and the Bay Area, they offer personalized tax solutions for individuals, married couples, independent professionals, and new business owners looking to optimize their tax savings.

    Ideal clients: New entrepreneurs starting their first business, sole proprietors and independent contractors, individuals with complex tax situations, married couples navigating tax filing decisions, small business owners seeking deduction strategy, Bay Area professionals needing year-round tax planning
    What sets them apart
    • Dedicated focus on helping new entrepreneurs and business owners navigate their first tax seasons, including business formation consulting, deduction strategy, and year-round tax planning specifically designed for startups and independent professionals.
    • Offers personalized 30-minute tax planning strategy sessions focused on maximizing deductions, reducing tax liability, and developing year-round tax strategies tailored to individual and business financial goals.
    • Provides secure online client portal for document upload, return management, and year-round access to tax information, making the filing process simple and accessible for both new and returning clients.
    • Offers digital guides on 250+ tax deductions, business credit building, and essential tax tips for entrepreneurs, combining hands-on tax preparation with educational support to empower clients to make informed financial decisions.
    Tax PreparationSmall BusinessTax PlanningNew Business Owners

    I have been coming to TVirden tax Services over 12 years and the business owner has never failed me. The owner provides the highest quality of services, her unparalleled professionalism is extremely impressive and excellent service. The one thing I love about coming to TVirden Tax Services is that she does follow ups with her customers to ensure that we are pleased with her work and/or ask if we need additional support. Furthermore, the owner has great communication, ensuring the customers have a great experience, the website is easy to upload documents, and has alot of knowledge when answering difficult questions regarding your taxes. She is highly recommended!!!

    Chasity Thompson, Google Review · 4.9 ★ avg from 48 reviews
    Phone(415) 535-0229
    Hours
    Mon10:00 AM – 7:00 PM
    Tue10:00 AM – 7:00 PM
    Wed10:00 AM – 6:00 PM
    Thu10:00 AM – 6:00 PM
    Fri10:00 AM – 6:00 PM
    Sat11:00 AM – 4:00 PM
    SunClosed
    TVirden Tax Services LLC
    Updated 4/21/26Learn More →
    82
    Lantern
    Score
    Oakland, CA · 6 mi from Berkeley
    Serves Oakland, CA and surrounding East Bay communities including Laurel, Dimond, Glenview, and Alameda County
    ★★★★★4.8(156 Google reviews)

    Jackson Hewitt Tax Service on MacArthur Blvd in Oakland, CA is a trusted tax preparation office staffed by experienced Tax Pros who specialize in maximizing refunds for individuals, self-employed workers, and gig economy professionals. They offer year-round service including tax filing, amendments, IRS audit representation, and same-day Refund Advance loans up to $3,500. With a 4.8-star rating from 156 reviews and drop-off convenience for busy schedules, they serve the Oakland community with expert, personalized tax solutions.

    Ideal clients: Individuals filing W-2 returns, Self-employed professionals and gig workers (Uber, DoorDash, freelancers), Anyone who needs their refund quickly via a Refund Advance loan, Busy professionals who prefer drop-off service, People dealing with IRS letters or audits, Anyone seeking year-round tax support
    What sets them apart
    • Get up to $3,500 today on a prepaid card if approved for a Tax Refund Advance loan — no waiting weeks for your IRS refund. Available from January 2 through April 15, with early advances starting in December at select times.
    • Unlike seasonal tax shops, this office is open all year to handle amendments, extensions, IRS letters, audit representation, and tax planning — not just during tax season.
    • Drop off your tax documents and let a Tax Pro handle the rest. They'll call to review your return and you can e-sign remotely — no need to come back or wait in the office.
    • If you're entitled to a larger federal refund than calculated, Jackson Hewitt refunds your tax prep fees plus an additional $100 — backed by a written guarantee.
    Tax PreparationIndividual TaxesSelf-Employed TaxesRefund AdvanceYear-Round Service

    Devon Lightening was my Tax Pro and boy did he live up to his last name! I really thought I’d be able to file myself like previous years but with all the new laws and regulations that have been added I found myself very unsure and confused. I brought all of my papers to Devon and he had me out of his office and filed with a breakdown of everything explaining why I owed what or why I was being refunded from certain states in about 35 min flat! As a travel nurse the convenience of a Saturday afternoon appointment was insurmountable. Thank you again Jackson Hewitt!!

    Mary parker Haynie, Google Review · 4.8 ★ avg from 156 reviews
    Phone(510) 336-0934
    Jackson Hewitt Tax Service - MacArthur Blvd
    Updated 4/20/26Learn More →
    81
    Lantern
    Score
    El Cerrito, CA · 4 mi from Berkeley
    Serves El Cerrito, CA and the greater San Francisco Bay Area; recently expanded to Caldwell, Idaho
    ★★★★★4.8(101 Google reviews)

    AYUDA Financial Services is a bilingual accounting and financial consulting firm serving small businesses in the San Francisco Bay Area for over 20 years. They specialize in tax preparation and filing, business consulting, retirement planning, and life insurance for Latino entrepreneurs and small business owners. With a 4.8-star rating from 101+ Google reviews, AYUDA helps clients reduce financial risk through strategic management planning and personalized wealth-building strategies.

    Ideal clients: Small to medium business owners needing tax and accounting help, Latino entrepreneurs seeking bilingual financial services, immigrant business owners navigating U.S. tax systems, family-owned businesses looking for strategic growth planning, business owners struggling with cash flow or organizational challenges
    Tax ServicesBusiness ConsultingRetirement PlanningLife InsuranceFinancial Advisory
    Phone(415) 440-5011
    AYUDA Financial Services
    Updated 4/20/26Learn More →
    81
    Lantern
    Score
    San Francisco, CA · 7 mi from Berkeley
    Serves San Francisco and Bay Area, California
    ★★★★★5.0(23 Google reviews)

    Basta & Company is a San Francisco CPA firm led by Samy Basta, CPA, with over 20 years of experience serving small businesses, real estate investors, and tech companies. They specialize in proactive tax strategy, fractional CFO services, and business advisory for construction, real estate, and startups. With a 5-star Google rating and a track record of saving clients thousands in taxes, they combine deep California tax law expertise with personalized financial guidance to help Bay Area businesses pay less tax and take home more profit.

    Samy Basta, CPA, Founder, CPA, 20+ years California tax experience
    Ideal clients: Real estate investors planning 1031 exchanges, Construction companies tracking job-level profitability, Tech startups navigating equity compensation and R&D credits, Small business owners overpaying in taxes, Growing businesses needing fractional CFO guidance
    What sets them apart
    • Samy Basta has over two decades of experience specializing in California tax law and works hands-on with every client. His deep knowledge of state-specific regulations and proactive approach consistently uncovers tax savings other accountants overlook.
    • Unlike generalist accounting firms, Basta & Company focuses on three high-complexity industries: real estate (including 1031 exchanges), construction (job costing and contractor-specific tax planning), and tech startups (equity compensation, R&D credits). This specialization means they understand the nuances of your business model.
    • Most CPAs prepare returns. Basta & Company engineers tax strategies that save thousands before year-end. They analyze entity structure, expense categorization, and deduction strategies throughout the year — clients report saving $6,000–$10,000+ annually compared to their previous accountant.
    • With a 5.0-star Google rating from 23 reviews, Basta & Company is known for explaining complex tax concepts in plain language, responding promptly to questions, and treating clients' businesses as if they were their own. They combine technical excellence with genuine care.
    CPA ServicesBusiness Tax PlanningFractional CFOReal Estate AccountingConstruction Accounting

    I cannot recommend Basta & Co enough! Samy leads a great team, and they are the best when it comes to CPAs. His expertise with all things accounting really shines through every interaction. And he is a pleasure to work with. Samy makes dealing with taxes and the IRS a breeze, I would give him 10 stars if I could!

    Connor Daly, Google Review · 5 ★ avg from 23 reviews
    Phone(415) 333-6262
    Hours
    Mon9:00 AM – 6:00 PM
    Tue9:00 AM – 6:00 PM
    Wed9:00 AM – 6:00 PM
    Thu9:00 AM – 6:00 PM
    Fri9:00 AM – 6:00 PM
    SatClosed
    SunClosed
    Basta & Company
    Updated 4/21/26Learn More →
    81
    Lantern
    Score
    Oakland, CA · 5 mi from Berkeley
    Serves Oakland, Burlingame, East Bay, San Francisco Peninsula, and surrounding Bay Area
    ★★★★★5.0(20 Google reviews)

    HCCPA Inc. is led by Vivian Chen, CPA, a trusted tax and accounting professional serving Oakland, Burlingame, and the greater Bay Area. With a 5-star rating from 20+ Google reviews, Vivian specializes in complex tax situations including multi-entity filings (LLC, S Corp), real estate rental properties, and IRS communications. Known for her patient, approachable style and ability to maximize refunds, she provides comprehensive tax preparation, bookkeeping, payroll, and financial planning services for individuals and small businesses seeking organized financial management and clear communication.

    Vivian Chen, CPA, Licensed California CPA
    Ideal clients: Small business owners with LLCs or S Corporations, Real estate investors with rental properties, Individuals with complex joint tax returns, Taxpayers facing IRS issues or unfiled returns, Entrepreneurs managing multiple business entities, Bay Area professionals who have outgrown DIY tax software, Clients who value patient explanations and educational guidance
    What sets them apart
    • Vivian Chen is a licensed California CPA with deep expertise in complex tax situations including LLC, S Corp, partnership filings, real estate rental properties, and FBAR reporting. She specializes in helping clients navigate complicated business structures and maximize tax savings.
    • HCCPA Inc. serves as an IRS liaison partner, helping clients resolve tax issues, handle IRS correspondence, and catch up on unfiled returns. Vivian has successfully guided clients through audits, penalties, and compliance issues with professionalism and expertise.
    • Unlike transactional tax prep services, Vivian takes time to explain tax laws, answer questions, and educate clients on financial decisions. Reviews consistently highlight her patience, approachability, and ability to make complex tax matters understandable.
    • Multiple clients report receiving significantly larger refunds than expected after working with Vivian, discovering deductions and credits they didn't know they qualified for. Her thorough approach and knowledge of tax law consistently delivers measurable financial value.
    CPA ServicesTax PreparationBookkeepingFinancial ConsultingOakland Accounting

    We had an excellent experience working with Vivian. She is extremely professional and always very responsive. We reached out to her for urgent tax planning, and despite her busy schedule, she kindly squeezed us in. She got back to us very quickly with thoughtful and professional advice. We truly appreciate her dedication and support, and we would highly recommend her to anyone looking for a reliable and knowledgeable CPA.

    Olivia Cheng, Google Review · 5 ★ avg from 20 reviews
    Phone(510) 251-6228
    Hours
    Mon9:00 AM – 5:30 PM
    Tue9:00 AM – 5:30 PM
    Wed9:00 AM – 5:30 PM
    Thu9:00 AM – 5:30 PM
    Fri9:00 AM – 5:30 PM
    SatClosed
    SunClosed
    Vivian Chen, CPA / HCCPA, Inc
    Updated 4/20/26Learn More →
    79
    Lantern
    Score
    Oakland, CA · 5 mi from Berkeley
    Serves Oakland, Berkeley, San Francisco, and the greater Bay Area, California
    ★★★★★4.7(76 Google reviews)

    Rubicon Tax Relief | The Lee Accountancy Group is an Oakland-based tax resolution firm specializing in IRS, FTB, and EDD tax debt negotiation. With a 4.7-star rating from 76+ Google reviews, their expert negotiators handle all direct communication with tax agencies, securing significant debt reductions through Offers in Compromise, penalty abatements, and appeals. They've helped clients reduce tax liabilities from hundreds of thousands to a fraction of what was owed, serving Oakland and the greater Bay Area.

    Ideal clients: Individuals and businesses with significant IRS or California state tax debt over $10,000, Those facing federal tax liens or wage garnishments, Taxpayers needing Offers in Compromise negotiation, Business owners with EDD payroll tax issues, People who've received unfair IRS assessments and need to appeal, Anyone with multiple years of unfiled tax returns
    What sets them apart
    • Track record includes reducing a $2.7M IRS liability to $882K, a $100K debt to $5,058, and an $80K balance to $3,000 — demonstrating expertise in securing Offers in Compromise and substantial settlements.
    • All negotiations, correspondence, and meetings with the IRS, FTB, and EDD are handled entirely by Rubicon's expert negotiators — clients never have to speak to tax authorities directly.
    • No cookie-cutter packages — each case receives a personalized strategy based on thorough financial analysis, tax history review, and identification of the specific relief programs that will yield the best outcome.
    • Specialized knowledge of both federal IRS procedures and California-specific agencies (Franchise Tax Board and Employment Development Department), critical for Bay Area taxpayers facing multi-jurisdictional tax issues.
    Tax ReliefIRS RepresentationTax PreparationAccounting ServicesOakland

    I found myself in a complicated tax situation after buying a rental property, having a full time job, and now new income and expense. EVERYONE at the Lee Accountancy Group was incredible, from my first inquiry, through the preparation of my taxes, and through structuring and bookkeeping for my new rental business. So friendly, communicative, and supportive. They took extra time to explain the complexities and advise me on the most sustainable and tax advantageous practices. I trust them now for ALL of my accounting needs, and I recommend them HIGHLY and trust them IMPLICITLY. And I hope you will too!

    Bryan Jennewein, Google Review · 4.7 ★ avg from 76 reviews
    Phone(510) 836-7400
    Hours
    Mon9:00 AM – 5:00 PM
    TueClosed
    Wed9:00 AM – 5:00 PM
    ThuClosed
    Fri9:00 AM – 5:00 PM
    SatClosed
    SunClosed
    Rubicon Tax Relief | The Lee Accountancy Group
    Updated 4/21/26Learn More →
    79
    Lantern
    Score
    Alameda, CA · 7 mi from Berkeley
    Serves Alameda, CA and surrounding East Bay communities including Oakland, Berkeley, and San Leandro
    ★★★★★5.0(15 Google reviews)

    Alameda Tax Services, LLC is a full-service tax and accounting firm located on Webster Street in Alameda, California. They specialize in individual and business tax preparation, bookkeeping, payroll services, and ITIN applications for taxpayers without Social Security Numbers. Open seven days a week including evenings and weekends, they serve Alameda residents and small businesses with year-round support, not just during tax season.

    Ideal clients: Alameda residents needing individual tax prep, Bay Area small business owners, self-employed freelancers and contractors, landlords with rental properties, immigrants applying for ITINs, working professionals who need evening or weekend appointments, partnerships and corporations needing business tax returns
    What sets them apart
    • Open Monday through Saturday until 7 PM and Sundays until 2 PM, making professional tax help accessible for working professionals who can't take time off during traditional business hours.
    • Experienced in helping taxpayers without Social Security Numbers navigate the Individual Taxpayer Identification Number (ITIN) application process, serving Alameda's diverse immigrant communities.
    • Full-service firm offering bookkeeping, payroll, and tax planning beyond April 15th, providing ongoing financial support for small businesses and self-employed individuals throughout the year.
    • Based in downtown Alameda with deep knowledge of California state tax laws, local business requirements, and Bay Area tax issues affecting residents and small businesses.
    Tax PreparationBookkeepingSmall BusinessAccountingTax Planning

    Shirley is the absolute best! She is patient, helpful, and understandable! She also don’t charge a metric ton like other tax people’s. Highly recommended!

    Hank Wee, Google Review · 5 ★ avg from 15 reviews
    Phone(510) 995-8330
    Hours
    Mon10:00 AM – 7:00 PM
    Tue10:00 AM – 7:00 PM
    Wed10:00 AM – 7:00 PM
    Thu10:00 AM – 7:00 PM
    Fri10:00 AM – 7:00 PM
    Sat10:00 AM – 7:00 PM
    Sun10:00 AM – 2:00 PM
    Alameda Tax Services, LLC
    Updated 4/20/26Learn More →
    78
    Lantern
    Score
    Oakland, CA · 4 mi from Berkeley
    Serves Oakland, CA and surrounding Bay Area including Alameda County
    ★★★★★4.7(35 Google reviews)

    Deol & Associates, Inc. is a full-service CPA firm in Oakland, CA led by Aman Deol, CPA. With over 40 years of experience, the firm specializes in individual and small business tax preparation, multi-state compliance, IRS representation, and full-service accounting including bookkeeping and payroll. The practice serves individuals and small businesses throughout the Bay Area with personalized attention from CPAs and IRS Enrolled Agents.

    Aman Deol, CPA
    Ideal clients: Bay Area small business owners needing year-round accounting and tax support, individuals with complex tax situations (rental properties, investments, multi-state income), taxpayers facing IRS audits or notices, U.S. residents with foreign bank accounts requiring FBAR/FATCA compliance, entrepreneurs forming LLCs or S-corps
    What sets them apart
    • The firm has been serving Oakland individuals and businesses since the 1980s, with deep knowledge of California tax law and IRS procedures accumulated over four decades of practice.
    • All client work is handled by credentialed professionals — CPAs and IRS Enrolled Agents — ensuring the highest level of expertise and representation authority with the IRS.
    • Beyond tax preparation, the firm provides year-round bookkeeping, payroll services, business formation, financial statement preparation, and budgeting — a complete back-office solution for small business owners.
    • Specializes in complex compliance matters including multi-state tax filings, FBAR/FATCA reporting for foreign accounts, and amnesty programs for clients with international financial obligations.
    CPA ServicesTax PreparationBookkeepingBusiness AccountingFinancial Consulting

    I usually don’t post reviews, but I think Aman deserves it. I have been working with Aman for the last 10 years for my personal and business needs. From the core payroll, accounting, sales tax, various licenses, income tax preparation to more strategic tax planning, Aman has always been available and proactive. I have businesses across several states and Aman has been able to take care of all accounting and tax needs. He is always available when I need him and would help me as if it was his own challenge. He helps with short-term needs and long-term planning as well. I have used several of his services from tax planning, preparation, financing challenges during business acquisition, retirement planning, business entity structures, and many more things. I would highly recommend Aman for someone who is looking for a knowledgeable, experienced CPA who would go the extra mile, and guide you to make a better decision.

    sukhwinder singh, Google Review · 4.7 ★ avg from 35 reviews
    Phone(510) 547-5090
    Hours
    Mon9:00 AM – 5:00 PM
    Tue9:00 AM – 5:00 PM
    Wed9:00 AM – 5:00 PM
    Thu9:00 AM – 5:00 PM
    Fri9:00 AM – 5:00 PM
    SatClosed
    SunClosed
    Aman Deol CPA -Deol & Associates, Inc.
    Updated 4/20/26Learn More →
    77
    Lantern
    Score
    Oakland, CA · 4 mi from Berkeley · Est. 2020
    Serves Oakland, CA and surrounding East Bay communities, with office located in historic West Oakland on 7th Street
    ★★★★★5.0(10 Google reviews)

    Tax and Business Services of Oakland is a full-service accounting and tax firm serving Oakland, CA from their historic 7th Street location in West Oakland. While the firm has been in business for five years, their leadership brings over 20 years of hands-on experience in tax preparation, bookkeeping, business formation, and financial planning. They specialize in year-round tax services for individuals and businesses, comprehensive bookkeeping and payroll solutions, business formation and support, and financial planning including life insurance and IUL products.

    Ideal clients: Oakland small business owners needing year-round bookkeeping and tax support, individuals seeking expert tax preparation beyond seasonal chains, new entrepreneurs navigating business formation and LLC setup, existing businesses wanting to improve QuickBooks usage, families seeking comprehensive financial planning, anyone with IRS tax problems requiring resolution
    Tax PreparationBusiness AccountingBookkeepingFinancial Consulting
    Phone(510) 291-8295
    Tax and Business Services of Oakland
    Updated 4/21/26Learn More →
    77
    Lantern
    Score
    San Francisco, CA · 7 mi from Berkeley · Est. 2005
    Serves San Francisco, Santa Clara, Palo Alto, and the broader Bay Area, California
    ★★★★★5.0(10 Google reviews)

    Steve Rabin CPA is a San Francisco tax accounting firm specializing in complex tax resolution and IRS representation. Founded in 2005 by Steve Rabin, a certified public accountant with deep expertise in tax disputes, liens, levies, and RSU taxation, the firm has helped clients save millions in tax relief. Known for personalized service and creative solutions, Steve Rabin CPA serves individuals, entrepreneurs, and business owners across the Bay Area with tax services in English, Spanish, and Mandarin Chinese, earning a perfect 5-star rating from clients.

    Steve Rabin, CPA, Founder, Certified Public Accountant (CPA)
    Ideal clients: Bay Area executives with RSU taxation needs, business owners facing IRS audits or back taxes, individuals dealing with wage garnishments or liens, startup founders needing financial mentoring, professionals with international tax obligations, families requiring estate and trust tax planning
    Tax ResolutionCPA ServicesBusiness AccountingIRS RepresentationFinancial Planning
    Phone(408) 887-6433
    Steve Rabin CPA
    Updated 4/21/26Learn More →
    77
    Lantern
    Score
    Alameda, CA · 10 mi from Berkeley
    Serves Alameda, CA and surrounding East Bay communities including Oakland, Berkeley, San Leandro, and Hayward
    ★★★★★5.0(10 Google reviews)

    Access Accounting & Taxes is a full-service accounting firm located in Alameda, CA, serving businesses and individuals with comprehensive accounting, auditing, payroll, and tax preparation services. With a perfect 5-star rating from clients, they offer personalized financial solutions and start every client relationship with a free consultation. Their Harbor Bay office provides convenient weekday availability for the Alameda and East Bay community.

    Ideal clients: Small to medium-sized businesses needing comprehensive accounting support, Self-employed professionals managing quarterly taxes, Individuals with complex tax situations, East Bay businesses seeking local accountant relationships, Companies needing payroll and bookkeeping services, Anyone wanting personalized financial guidance from a highly-rated local firm
    Tax PreparationAccounting ServicesBusiness TaxesBookkeepingFinancial Consulting
    Phone(510) 522-2121
    ​Access Accounting & Taxes
    Updated 4/21/26Learn More →
    76
    Lantern
    Score
    Oakland, CA · 3 mi from Berkeley
    Serves Oakland, Berkeley, Emeryville, Alameda, and surrounding Alameda County and East Bay communities
    ★★★★★4.6(28 Google reviews)

    Associated Tax Services is an Oakland-based accounting firm specializing in individual and business tax preparation, bookkeeping, and financial consulting. Led by experienced tax professionals with deep expertise in complex tax situations, small business accounting, and IRS representation, they serve Oakland and the greater East Bay community with personalized service and year-round support. Known for their thorough approach to maximizing deductions and minimizing tax liability for both individuals and businesses.

    Ideal clients: Small business owners needing comprehensive accounting and tax services, freelancers and independent contractors with business expenses, Oakland and East Bay residents with complex tax situations including rental properties or investments, individuals facing IRS problems or unfiled back taxes, entrepreneurs seeking business formation and ongoing advisory support
    What sets them apart
    • Specialized knowledge in S-corporations, LLCs, partnerships, and sole proprietorships, with expertise in complex business deductions, depreciation schedules, and multi-state tax filings for Bay Area entrepreneurs.
    • Unlike seasonal tax offices, provides ongoing access to tax professionals for planning, quarterly estimates, bookkeeping support, and financial questions throughout the year — not just during tax season.
    • Experienced in representing clients before the IRS and California Franchise Tax Board, handling audits, back tax issues, payment plans, and penalty abatement with professional advocacy.
    • Deep understanding of California and local tax regulations affecting Oakland residents and businesses, including rental property taxation, stock options, and Bay Area real estate transactions.
    Tax PreparationAccountingBookkeepingFinancial Consulting

    Fantastic tax preparation service. I have been using his services for the last 11 tax years. I initially found his service in a final act of desperation while trying to avoid hiring a tax attorney. I had a tax issue due to a $100,000 mistake by the Department of Defense. They incorrectly assessed a debt against me, then when proved I didn’t owe the debt they used a lazy accounting trick to clear it from the system and PAID OFF the debt by paying themselves. However, since it was tracked as paying off a debt I owed, it registered as $100,000 in additional income. I spent years struggling to find someone to help resolve this. Most tax services would not touch such an unusual case. Most recommended a tax attorney. Because it was unresolved, I ended up with a tax lien, and money seized from my accounts. And I was withholding tax filings to avoid returns being seized. Mr Lang was able to resolve this in a matter of a few weeks Including my delinquent filings. He has been my tax preparation service every year since then. His fees for an ordinary filing is very reasonable so reasonable I try to offer him a tip, which he refuses to accept. He is an incredibly experienced and professional accountant. I feel fortunate to have found him, and though he deserves a well earned retirement after decades of working as a tax accountant, I worry he will retire because we will lose one of the best tax preparation services in East Bay.

    Lars Taylor, Google Review · 4.6 ★ avg from 28 reviews
    Phone(510) 652-9139
    Associated Tax Services
    Updated 4/21/26Learn More →
    75
    Lantern
    Score
    El Cerrito, CA · 2 mi from Berkeley · Est. 1955
    Serves El Cerrito, CA and surrounding East Bay communities including Richmond, Albany, Berkeley, and Kensington
    ★★★★☆4.4(158 Google reviews)

    H&R Block at El Cerrito Plaza provides professional tax preparation services with expert tax pros who guarantee 100% accuracy and maximum refund. This location specializes in tax returns, ITIN applications, earned income tax credit assistance, and small business services including bookkeeping and payroll. Serving El Cerrito and the East Bay with flexible appointment scheduling and a 4.4-star rating from 158+ reviews.

    Ideal clients: Individuals needing tax preparation with guaranteed accuracy, immigrants requiring ITIN applications, low-to-moderate income workers claiming EITC, small business owners needing bookkeeping and payroll support, self-employed professionals with complex returns, anyone facing IRS notices or needing prior-year filings
    Tax PreparationTax FilingIndividual TaxesBusiness TaxesIRS Representation
    Phone(510) 526-2285
    H&R Block - El Cerrito Plaza
    Updated 4/22/26Learn More →
    74
    Lantern
    Score
    Berkeley, CA
    Serves Berkeley, Oakland, Emeryville, Richmond, El Cerrito, Albany, Hayward, Fremont, and surrounding East Bay area
    ★★★★★5.0(6 Google reviews)

    Accounting, Tax & Business Solutions (ATBS) is a Berkeley-based accounting firm led by Ben D Mekonnen, an Intuit Advanced Certified QuickBooks and Enterprise Solutions expert. The firm specializes in QuickBooks system installation and configuration, bookkeeping, payroll, and business consulting for small to mid-sized companies throughout the East Bay. Known for meticulous attention to detail and comprehensive staff training, ATBS serves Berkeley, Oakland, Emeryville, Richmond, El Cerrito, Albany, Hayward, and Fremont with personalized financial management strategies.

    Ben D Mekonnen, Principal, Intuit Advanced Certified QuickBooks & Enterprise Solutions
    Ideal clients: Small businesses needing to professionalize their bookkeeping, rapidly growing companies requiring accounting system upgrades, businesses transitioning from DIY to professional financial management, companies seeking QuickBooks installation and staff training, construction and high-tech firms needing specialized accounting support, import/export businesses requiring complex financial systems, prospective business owners planning pre-launch finances
    BookkeepingQuickBooks ExpertTax ServicesBusiness ConsultingAccounting Systems
    Phone(510) 847-4539
    Accounting, Tax & Business Solutions, LLC
    Updated 4/22/26Learn More →
    74
    Lantern
    Score
    San Pablo, CA · 6 mi from Berkeley
    Serves San Pablo, CA and the greater San Francisco Bay Area including Richmond, El Cerrito, Berkeley, Oakland, and surrounding communities
    ★★★★★5.0(6 Google reviews)

    BK Accounting & Tax Services is a San Pablo, CA accounting firm serving small businesses, corporations, and individuals across the San Francisco Bay Area. With over 10 years of experience and 10,000+ clients served, they specialize in tax preparation, bookkeeping, payroll services, and comprehensive accounting solutions. Their certified team provides year-round support with a focus on accuracy, reliability, and personalized service for businesses looking to streamline their finances.

    Ideal clients: Small business owners needing reliable bookkeeping and payroll, Self-employed individuals and freelancers navigating complex tax filings, Corporations requiring year-round tax planning and accounting, Startups establishing sound financial systems, Bay Area residents seeking personalized tax preparation with expert guidance, Anyone dealing with IRS issues or back taxes
    What sets them apart
    • With more than a decade of experience and 10,000+ satisfied clients across the Bay Area, BK Accounting & Tax Services has a proven track record of delivering accurate, reliable financial solutions for businesses and individuals alike.
    • The firm's team holds professional certifications and stays current with evolving tax regulations, ensuring clients receive expert guidance and maximize deductions while remaining fully compliant with federal and state requirements.
    • BK Accounting & Tax Services provides ongoing bookkeeping, payroll, and tax planning support throughout the year, acting as a true financial partner rather than a once-a-year tax preparer.
    • Unlike large impersonal firms, BK Accounting & Tax Services takes time to understand each client's unique financial situation and business goals, delivering tailored solutions with responsive, accessible support.
    Tax PreparationBookkeepingPayroll ServicesBusiness AccountingBay Area

    BK accounting and tax services made tax season easy and stress-free. They are highly professional, knowledgeable, and always responsive. I have filled for 2 consecutive years so far and I feel confident knowing my taxes are handled correctly. I highly recommend their services.

    Kishor Hadkhale, Google Review · 5 ★ avg from 6 reviews
    Phone(510) 710-8084
    Hours
    Mon9:00 AM – 5:00 PM
    Tue9:00 AM – 5:00 PM
    Wed9:00 AM – 5:00 PM
    Thu9:00 AM – 5:00 PM
    Fri9:00 AM – 5:00 PM
    SatClosed
    SunClosed
    BK Accounting & Tax Services
    Updated 4/21/26Learn More →
    72
    Lantern
    Score
    Oakland, CA · 5 mi from Berkeley
    Serves Oakland, CA 94606 and surrounding East Bay communities including Eastlake, Fruitvale, San Antonio, Alameda, Berkeley, and Piedmont
    ★★★★☆4.3(47 Google reviews)

    Jackson Hewitt Tax Service on Park Blvd in Oakland, CA is a locally-operated franchise with CTEC-certified California tax professionals specializing in complex returns for self-employed workers, gig economy drivers, clergy, military members, and rental property owners. They offer in-office appointments, drop-off service, Refund Advance loans up to $3,500, and IRS audit assistance. Located across from the Oakland Public Library and Benson Tires at 2014 Park Blvd, serving the Oakland community with personalized tax preparation backed by Jackson Hewitt's Maximum Refund Guarantee and Lifetime Accuracy Guarantee.

    Ideal clients: Self-employed individuals and small business owners, Gig economy workers (Uber, Lyft, DoorDash drivers), Rental property owners and landlords, Investors with stocks, bonds, or cryptocurrency, Military service members and first responders, Clergy and ministers, Retirees with IRA/Roth/Social Security income, Truckers and agricultural workers, Anyone seeking maximum refund guarantees and audit protection
    Tax PreparationIndividual TaxesBusiness TaxesTax FilingIRS Help
    Phone(510) 922-1629
    Jackson Hewitt Tax Service - Park Blvd
    Updated 4/22/26Learn More →
    71
    Lantern
    Score
    Oakland, CA · 3 mi from Berkeley
    Serves Oakland, CA with focus on Temescal, North Oakland, Berkeley, Emeryville, and surrounding Alameda County communities
    ★★★★☆4.4(208 Google reviews)

    H&R Block at 4750 Telegraph Ave in Oakland, CA is a full-service tax office providing professional tax preparation, bookkeeping, and payroll services for individuals and small businesses. Part of the nation's #1 tax preparer network, this location specializes in earned income tax credit assistance, ITIN applications for non-SSN holders, and complex tax situations. With a 4.4-star rating from 208 Google reviews and H&R Block's 100% accuracy guarantee, they serve the Oakland and Telegraph Avenue corridor community year-round.

    Ideal clients: Individuals needing professional tax preparation, self-employed workers and freelancers with complex returns, immigrants needing ITIN applications, small business owners requiring bookkeeping or payroll services, taxpayers claiming earned income tax credit, anyone facing IRS audits or back tax issues
    Tax PreparationIndividual TaxesBusiness TaxesIRS RepresentationYear-Round Support
    Phone(510) 652-0297
    H&R Block - Telegraph Ave
    Updated 4/21/26Learn More →
    71
    Lantern
    Score
    El Cerrito, CA · 3 mi from Berkeley
    Serves El Cerrito, Richmond, Albany, Berkeley, and surrounding Contra Costa and Alameda County communities in the East Bay
    ★★★★★4.5(26 Google reviews)

    Liberty Tax on San Pablo Ave in El Cerrito, CA provides comprehensive tax preparation services for individuals and small businesses. This full-service office specializes in personal tax returns, business tax filing, and year-round bookkeeping support. With a 4.5-star rating from 26+ Google reviews, they serve El Cerrito and the greater East Bay area with walk-in and appointment-based service.

    Ideal clients: Self-employed individuals needing Schedule C preparation, small business owners requiring year-round bookkeeping, rental property investors with multiple properties, Spanish-speaking families seeking bilingual tax services, East Bay residents looking for convenient San Pablo Ave access
    What sets them apart
    • Unlike seasonal tax prep chains, this office provides ongoing bookkeeping services and tax support throughout the year, helping small business owners stay organized and compliant 12 months a year.
    • Staff provide tax preparation and consultation services in both English and Spanish, serving the diverse El Cerrito and Richmond communities with culturally competent financial guidance.
    • Beyond personal returns, the office specializes in business entity tax filing for sole proprietors, LLCs, partnerships, and corporations, with deep knowledge of California state tax requirements and deductions.
    • Easy access from I-80 and AC Transit lines, with extended hours Monday-Friday (9 AM – 6 PM) and weekend availability, making it convenient for working professionals and families to get expert tax help.
    Tax PreparationBusiness TaxesBookkeepingTax Services

    I have been filing my taxes with Liberty for more than 7 years and have never been disappointed. The service provided by tax professional Mr. Thakur Neopane has always been outstanding. Thank you, Mr. Thakur, for your great experience, guidance, and reasonable service charges. You not only help save money but also provide valuable advice on how to prepare better for next year in order to maximize our refund. I truly appreciate your continued support and professionalism.

    Shyam Thapa, Google Review · 4.5 ★ avg from 26 reviews
    Phone(510) 529-4131
    Hours
    Mon9:00 AM – 6:00 PM
    Tue9:00 AM – 6:00 PM
    Wed9:00 AM – 6:00 PM
    Thu9:00 AM – 6:00 PM
    Fri9:00 AM – 6:00 PM
    Sat10:00 AM – 5:00 PM
    Sun10:00 AM – 4:00 PM
    Liberty Tax - San Pablo Ave
    Updated 4/22/26Learn More →
    69
    Lantern
    Score
    San Francisco, CA · 8 mi from Berkeley
    Serves San Francisco, CA and the greater San Francisco Bay Area
    ★★★★★5.0(5 Google reviews)

    CBX, Inc. is a San Francisco CPA firm led by Cristian Borcan, CPA, specializing in governmental and nonprofit audits, single audits, and tax compliance. The firm provides audit and assurance services in accordance with applicable governmental auditing standards, along with comprehensive tax preparation for nonprofit organizations and governmental entities. Based in downtown San Francisco's financial district, CBX serves organizations throughout the Bay Area that require specialized nonprofit and governmental accounting expertise.

    Cristian Borcan, CPA, Principal, Certified Public Accountant
    Ideal clients: Nonprofit organizations receiving federal grants, 501(c)(3) charities requiring annual audits, governmental entities needing Yellow Book audits, organizations expending $750,000+ in federal awards requiring single audits, startups applying for tax-exempt status, nonprofits needing Form 990 preparation
    What sets them apart
    • CBX focuses exclusively on governmental and nonprofit clients, with deep expertise in Yellow Book audits, single audits under OMB Uniform Guidance, and nonprofit financial statement preparation—specialized knowledge that general CPA firms often lack.
    • Principal Cristian Borcan is a licensed CPA with specialized training in governmental auditing standards (GAGAS) and nonprofit accounting, providing direct partner-level attention to every client engagement.
    • Beyond audits, CBX provides complete tax compliance for tax-exempt organizations including Form 990 preparation, unrelated business income tax returns, and guidance on maintaining 501(c)(3) status.
    • Unlike seasonal tax firms, CBX offers flexible scheduling and year-round accessibility to address compliance questions, grant reporting deadlines, and urgent audit needs as they arise.
    CPA ServicesTax PreparationAccountingFinancial ConsultingIRS Representation

    Cristian has done an excellent job and has gone above and beyond normal tax preparation. He takes the time to understand your situation, ask questions and go through certain scenarios to figure out what the best course of action is for your taxes and financial direction!

    Rory Bilaal, Google Review · 5 ★ avg from 5 reviews
    Phone(415) 619-1710
    Websitecbxcpa.com
    Hours
    MonOpen 24 hours
    TueOpen 24 hours
    WedOpen 24 hours
    ThuOpen 24 hours
    FriOpen 24 hours
    SatOpen 24 hours
    SunOpen 24 hours
    Cristian Borcan, CPA PC
    Updated 4/22/26Learn More →
    68
    Lantern
    Score
    Oakland, CA · 4 mi from Berkeley
    Serves Oakland, CA and throughout the San Francisco Bay Area
    ★★★★★5.0(4 Google reviews)

    Cathy Root, CPA & Associates Inc is a full-service accounting firm in Oakland, CA, led by licensed California CPA Cathy Root. The firm specializes in tax planning and preparation, full-cycle accounting, and QuickBooks consulting for small to mid-sized businesses and individuals throughout the San Francisco Bay Area. With multilingual staff speaking English, Mandarin, and Cantonese, they provide personalized strategic partnership in financial management, stock options tax planning, and real estate tax planning.

    Cathy Root, CPA, Principal, California Licensed CPA
    Ideal clients: Small to mid-sized Bay Area businesses needing strategic tax planning, tech employees with stock options compensation, real estate investors requiring specialized tax advice, startup founders setting up accounting systems, nonprofit organizations needing review and compilation services, immigrant entrepreneurs preferring service in Mandarin or Cantonese
    What sets them apart
    • Staff fluent in English, Mandarin, and Cantonese, serving the diverse San Francisco Bay Area business community with culturally competent accounting services.
    • Specialized expertise in stock options tax planning and real estate tax strategy — critical for Bay Area clients navigating tech equity compensation and property investments.
    • Complete accounting services from QuickBooks setup and training to month-end closing and financial projections, not just annual tax preparation.
    • Uniquely experienced with the specific needs of small to mid-sized businesses and startups, providing hands-on consulting and financial planning beyond basic compliance.
    CPA ServicesTax PreparationBookkeepingFinancial PlanningBusiness Accounting

    I recently worked with Cathy on my 2022business and personal tax returns. A friend recommended her to me five years ago when our business was expanding, and we needed expert tax planning and accounting advice. Cathy reviewed our past years' returns, financial statements, and my personal returns. She quickly identified areas needing improvement and provided guidance on implementation. Her advice on optimizing tax benefits through careful planning has been invaluable. Over the years, Cathy has consistently demonstrated exceptional accounting skills and tax knowledge. She's confident in her work and a pleasure to collaborate with. I am grateful to have Cathy overseeing my businesses' finances

    Frank Chan, Google Review · 5 ★ avg from 4 reviews
    Phone(510) 858-9588
    Websitecracpa.com
    Hours
    Mon9:00 AM – 5:00 PM
    Tue9:00 AM – 5:00 PM
    Wed9:00 AM – 5:00 PM
    Thu9:00 AM – 5:00 PM
    Fri9:00 AM – 5:00 PM
    SatClosed
    SunClosed
    Cathy Root, CPA & Associates
    Updated 4/22/26Learn More →

    Frequently Asked Questions

    Who is the top-ranked accounting and tax firm in Berkeley?

    Mauricio Midence Tax Preparation & Financial Services is the top-ranked provider in the Berkeley area with a Lantern Score of 85.73/100 and a 5-star rating from 752 reviews. They specialize in comprehensive tax and accounting services for individuals, small businesses, and corporate clients, with particular expertise serving small business owners, self-employed professionals, and real estate investors.

    Which accounting firm is best for tech startups and real estate investors?

    Basta & Company is an excellent choice for tech startups and real estate investors, with a Lantern Score of 81.21/100 and a perfect 5-star rating. They specialize in tax strategy and business accounting for small businesses, real estate companies, and tech startups, and are specifically known for helping business owners develop tax reduction strategies.

    What accounting services are available for freelancers and gig workers?

    Several firms specialize in serving freelancers and gig workers. Asnani CPA Tax & Accounting (Lantern Score: 82.04/100) focuses on 1099 income earners and freelancers, while Jackson Hewitt Tax Service at MacArthur Blvd (Lantern Score: 81.69/100) specifically serves gig economy professionals with convenient drop-off services and maximum refund strategies.

    Which CPA firm handles complex tax situations and IRS audits?

    Tony Quach & Co. CPA is highly rated for handling complex tax situations with a Lantern Score of 82.89/100 and 4.9-star rating. They specialize in tax planning, IRS representation, and are experienced with clients facing IRS audits or disputes, as well as companies planning incorporation.

    What options exist for business owners needing year-round tax planning?

    TVirden Tax Services LLC (Lantern Score: 81.84/100) and Scott Porter, CPA (Lantern Score: 82.15/100) both excel at year-round tax planning. Scott Porter focuses on small to midsized businesses and high net worth individuals, while TVirden specializes in entrepreneurs and new business owners with proactive planning strategies.

    Which accounting firm is best for Latino entrepreneurs?

    AYUDA Financial Services (Lantern Score: 81.33/100, 4.8-star rating) is specifically recognized for serving Latino entrepreneurs, offering comprehensive tax services, cash flow optimization, and retirement planning for small business owners and individuals across the San Francisco Bay Area.