Best Accounting & Tax in San Francisco, California

    Areas served: San Francisco, CA and surrounding Bay Area counties

    37 local businessesRanked by Lantern Score — a measure of reputation and business quality. We don't accept payment for placement.
    Updated April 17, 2026

    San Francisco's accounting and tax landscape reflects the city's diverse economy, from established financial district firms serving Fortune 500 companies to specialized practices supporting the region's technology startups and creative industries. Local accounting professionals navigate California's complex tax environment, including state-specific regulations, R&D tax credits vital to the innovation economy, and stock option taxation common among Bay Area employees. This directory catalogs San Francisco accounting and tax service providers, with comparative data on credentials, industry focus areas, service offerings, and client business size specialization.

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    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 4/16/26Learn More →
    83
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    South San Francisco, CA · 32 mi from San Francisco
    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 4/16/26Learn 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 4/15/26Learn 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 4/16/26Learn 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 4/16/26Learn 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 4/16/26Learn More →
    82
    Lantern
    Score
    Colma, CA · 31 mi from San Francisco
    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 4/16/26Learn More →
    81
    Lantern
    Score
    Daly City, CA · 30 mi from San Francisco
    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 4/16/26Learn More →
    81
    Lantern
    Score
    San Bruno, CA · 34 mi from San Francisco
    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 4/16/26Learn 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 4/16/26Learn More →
    81
    Lantern
    Score
    San Anselmo, CA · 31 mi from San Francisco
    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 4/16/26Learn 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 4/16/26Learn More →
    80
    Lantern
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    San Anselmo, CA · 31 mi from San Francisco
    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 4/16/26Learn More →
    79
    Lantern
    Score
    Alameda, CA · 41 mi from San Francisco
    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 4/15/26Learn More →
    79
    Lantern
    Score
    Oakland, CA · 42 mi from San Francisco
    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 4/15/26Learn 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 4/16/26Learn More →
    78
    Lantern
    Score
    San Bruno, CA · 34 mi from San Francisco
    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 4/16/26Learn 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 4/16/26Learn More →
    77
    Lantern
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    Alameda, CA · 44 mi from San Francisco
    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 4/15/26Learn More →
    77
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco Bay Area, California
    ★★★★★5.0(9 Google reviews)

    Agro Accounting CPA is a San Francisco-based accounting firm specializing in agricultural and agribusiness tax preparation and financial consulting. The firm serves farm owners, agricultural enterprises, and related businesses with comprehensive tax strategy, compliance, and bookkeeping services tailored to the unique needs of the agriculture sector. Their CPA-certified team brings specialized expertise in agricultural deductions, equipment depreciation, and farm business structures.

    Best for: Small BusinessesIRS Issues
    Ideal clients: Farm owners, agricultural enterprises, agribusiness operators, food production companies
    What sets them apart
    • Dedicated expertise in farm and agribusiness accounting with deep knowledge of industry-specific tax deductions and agricultural business structures.
    • Licensed Certified Public Accountants providing audit-ready financial statements and IRS representation for agricultural businesses.
    • Combines tax preparation, bookkeeping, and strategic financial consulting in one firm to streamline agricultural business management.
    Agricultural AccountingCPA ServicesTax PreparationFarm BusinessFinancial Consulting
    Phone(415) 234-0115
    Agro Accounting CPA
    Updated 4/15/26Learn More →
    77
    Lantern
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    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 4/16/26Learn More →
    76
    Lantern
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    Larkspur, CA · 32 mi from San Francisco
    Serves Larkspur, Marin County, and surrounding North Bay areas
    ★★★★★4.8(14 Google reviews)

    Strategic Tax and Accounting Group is a full-service accounting firm based in Larkspur serving the North Bay with expertise in tax preparation, bookkeeping, and business accounting. They work with individuals and businesses to optimize tax strategies, manage year-round accounting needs, and provide IRS representation. Their team combines personalized service with technical expertise to help clients minimize tax liability and maintain accurate financial records.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization, businesses needing ongoing bookkeeping
    What sets them apart
    • Provides proactive tax planning and IRS representation to help clients reduce tax burden and navigate audit situations.
    • Offers continuous bookkeeping and accounting services, not just tax season work, ensuring organized finances throughout the year.
    • Works with both individual and business clients to develop customized accounting and tax solutions tailored to their specific needs.
    Tax PreparationBookkeepingBusiness AccountingIRS RepresentationNorth Bay
    Strategic Tax and Accounting Group
    Updated 4/16/26Learn More →
    76
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco, CA and surrounding Bay Area
    ★★★★★4.6(31 Google reviews)

    Cortes Tax Service is an independent tax preparation firm in San Francisco run by Alan J. Cortes, specializing in individual income tax preparation and ITIN services (W-7 forms). They offer free electronic filing, notary public services, and fax & copy services in a relaxed, friendly atmosphere. Bilingual staff (Spanish and Portuguese) and extended hours make them accessible to the diverse San Francisco community.

    Best for: Personal Tax Filing
    Ideal clients: Individual taxpayers needing ITIN services, Spanish or Portuguese-speaking filers, first-time tax preparers, small business owners seeking personal tax help
    What sets them apart
    • Offers W-7 ITIN (Individual Tax Identification Number) services, serving individuals without Social Security numbers.
    • Bilingual staff speaking Spanish and Portuguese, with extended weekend hours to serve the diverse San Francisco community.
    • Includes notary public, fax, and copy services alongside tax preparation in one convenient location.
    Tax PreparationITIN ServicesBilingualIndividual TaxesNotary Services
    Phone(415) 641-4292
    Cortes Tax Service
    Updated 4/17/26Learn More →
    76
    Lantern
    Score
    San Mateo, CA · 41 mi from San Francisco
    Serves San Mateo and surrounding Bay Area communities
    ★★★★★4.9(22 Google reviews)

    Sunshine Pro Accounting and Tax is a San Mateo-based accounting and tax firm specializing in individual and business tax preparation, bookkeeping, and financial consulting. The firm serves both small business owners and individuals, offering comprehensive tax planning, IRS representation, and year-round financial management to help clients optimize their tax strategies and maintain accurate financial records.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners seeking tax optimization
    What sets them apart
    • Offers comprehensive tax preparation for both personal and business returns, with expertise in tax optimization strategies for small business owners.
    • Provides audit representation and IRS communication services to protect clients' interests during tax disputes or audits.
    • Goes beyond annual tax filing with ongoing bookkeeping and financial consulting to help businesses stay organized and tax-efficient throughout the year.
    Tax PreparationAccounting ServicesSmall BusinessBookkeepingTax Planning
    Phone(650) 242-1937
    Sunshine Pro Accounting and Tax
    Updated 4/16/26Learn More →
    76
    Lantern
    Score
    Greenbrae, CA · 32 mi from San Francisco
    Serves Greenbrae, Marin County, and surrounding Bay Area communities
    ★★★★★4.5(60 Google reviews)

    Block Advisors is a full-service accounting and tax preparation firm serving individuals and businesses in the Greenbrae area. They specialize in tax preparation, bookkeeping, payroll services, and financial consulting for both personal and business clients. Their experienced team helps clients maximize deductions, minimize tax liability, and maintain accurate financial records year-round.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization, businesses needing payroll and bookkeeping services
    What sets them apart
    • Offers individual tax prep, business tax services, bookkeeping, and payroll management — a full range of accounting needs under one roof.
    • Provides ongoing financial consulting and planning beyond just annual tax filing, helping clients stay organized and reduce liability throughout the year.
    • Established Greenbrae location with deep knowledge of California tax laws and local business requirements.
    Tax PreparationAccounting ServicesPayrollBookkeepingBusiness Tax
    Phone(415) 461-9004
    Block Advisors - B Drakes Landing Rd
    Updated 4/17/26Learn More →
    76
    Lantern
    Score
    San Mateo, CA · 40 mi from San Francisco
    Serves San Mateo, CA and surrounding Bay Area communities
    ★★★★★5.0(8 Google reviews)

    Alliance Accounting, PC is a San Mateo-based accounting firm offering customized tax preparation, bookkeeping services, and business consulting. The firm is certified and accredited, serving both individual and business clients with personalized financial solutions. They provide tax planning, bookkeeping, and business services with online client portal access and appointment scheduling.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed professionals, individuals seeking personalized tax planning
    What sets them apart
    • Alliance Accounting is certified and accredited, ensuring clients receive professional, qualified tax and accounting services.
    • They provide personalized tax and business solutions tailored to individual client needs rather than one-size-fits-all approaches.
    • Clients can access a secure portal, book appointments, and make payments online for streamlined service.
    Tax PreparationBookkeepingBusiness ServicesCPA FirmSan Mateo
    Phone(650) 240-3751
    Alliance Accounting, PC
    Updated 4/17/26Learn More →
    76
    Lantern
    Score
    Daly City, CA · 31 mi from San Francisco
    Serves Daly City, San Francisco Bay Area
    ★★★★★4.8(12 Google reviews)

    Sutton Financial Services is an Enrolled Agent firm in Daly City specializing in tax preparation and financial services. As an IRS-recognized Enrolled Agent, they provide professional tax filing, representation, and financial guidance to individuals and businesses. They use secure technology platforms to protect client information while offering comprehensive tax and accounting solutions.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individuals needing tax preparation, small business owners, taxpayers facing IRS audits or representation needs
    What sets them apart
    • IRS-recognized Enrolled Agent credential allows direct representation before the IRS for audits and disputes, providing clients with specialized tax expertise.
    • Uses CountingWorks platform for secure file handling, eSignature, and encrypted client data management to protect sensitive financial information.
    Tax PreparationEnrolled AgentIRS RepresentationFinancial ServicesDaly City
    Phone(650) 755-1040
    Sutton Financial Services
    Updated 4/17/26Learn More →
    75
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco, CA and surrounding Bay Area
    ★★★★★4.7(14 Google reviews)

    Aigul CPA & Associates is a San Francisco-based tax, accounting, and payroll services firm serving both individuals and businesses. Led by experienced CPAs, they offer comprehensive tax preparation, consulting, accounting services, and payroll management tailored to each client's unique financial situation. The firm provides timely solutions and expert guidance to help clients optimize their tax strategy and maintain accurate financial records.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, families seeking comprehensive tax planning, businesses needing payroll management
    What sets them apart
    • Offers tax preparation, accounting, payroll services, and business consulting all under one roof, making them a comprehensive solution for individual and business financial needs.
    • Led by experienced CPAs who provide personalized advice and timely solutions for each client's unique tax and financial situation.
    • Provides free online tools including financial calculators, IRS withholding calculator, tax due dates, and comprehensive tax guidance resources to help clients stay informed.
    Tax PreparationAccounting ServicesPayroll ServicesCPABusiness Consulting
    Phone(415) 334-0156
    Aigul CPA & Associates
    Updated 4/17/26Learn More →
    75
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco Bay Area
    ★★★★★5.0(7 Google reviews)

    Phuong La, EA is a San Francisco-based tax and accounting firm led by Enrolled Agent David La, who holds 16+ years of expertise in taxation and unlimited IRS representation rights. The firm provides comprehensive tax preparation for individuals and businesses, tax consulting and planning, IRS and state audit representation, bookkeeping and accounting services, business startup assistance, and QuickBooks support. Known for personalized attention, secure client communication through a secure portal, and strategic tax-saving strategies that identify missed deductions and maximize financial outcomes.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote Clients
    Ideal clients: Individual taxpayers seeking comprehensive tax preparation, small business owners needing bookkeeping and tax strategy, self-employed professionals, businesses undergoing IRS audits or needing audit representation
    What sets them apart
    • David La is a federally-licensed Enrolled Agent with unlimited practice rights to represent clients before the IRS for audits, collections, and appeals—a credential held by fewer than 50,000 tax professionals nationwide.
    • Over 16 years of specialized experience in individual and business tax matters, with a focus on identifying missed deductions and strategic tax planning for maximum savings.
    • Offers end-to-end services including tax preparation, bookkeeping, business startup assistance, QuickBooks setup and training, and financial statement preparation—not just tax filing.
    Tax PreparationBookkeepingIRS RepresentationBusiness AccountingEnrolled Agent
    Phone(415) 745-1995
    Websitepnlea.com
    Phuong La, EA
    Updated 4/17/26Learn More →
    75
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco and surrounding Bay Area
    ★★★★★4.6(17 Google reviews)

    TBT Tax Services & MT Consulting Services is an accounting and tax firm located in San Francisco that provides comprehensive tax preparation, bookkeeping, and business consulting services. The firm serves both individual and business clients with expertise in tax strategy, compliance, and financial planning. They offer personalized solutions tailored to each client's unique financial situation.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, Self-employed individuals, Families seeking tax planning assistance
    What sets them apart
    • Combines tax preparation services with business consulting to help clients optimize their overall financial strategy and business operations.
    • Works with both individual and business clients to develop customized solutions based on their specific financial goals and circumstances.
    Tax PreparationAccounting ServicesBusiness ConsultingBookkeeping
    Phone(415) 885-1099
    TBT Tax Services & MT Consulting Services
    Updated 4/17/26Learn More →
    74
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco and greater Bay Area
    ★★★★☆4.4(53 Google reviews)

    B.O.L. Global, Inc. is a San Francisco-based CPA firm founded in 2002 that serves individuals and small-to-medium businesses throughout the Bay Area with comprehensive accounting and tax services. They offer individual tax preparation, business bookkeeping, payroll services, business startup assistance, tax planning, QuickBooks coaching, and specialized advisory for stock options and real estate investments. Led by experienced CPAs with over 60 years of combined industry expertise, the firm combines big firm capability with personalized service, meeting clients in person or via Zoom.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, startup founders, tech professionals with stock options, real estate investors, individuals with complex tax situations
    What sets them apart
    • The firm provides specialized tax planning and analysis for employee stock options (ISOs, NSOs, RSUs) and other complex compensation structures, serving tech industry professionals and startup employees.
    • B.O.L. Global offers specialized guidance on tax treatment of rental properties and real estate investments, a niche service not all accounting firms emphasize.
    • The firm was founded by skilled CPAs in 2002 and maintains over 60 years of combined CPA experience, ensuring knowledgeable guidance rather than junior-level service.
    CPA ServicesTax PreparationBusiness AccountingBookkeepingPayroll Services
    Phone(415) 409-0010
    B.O.L. Global, Inc.
    Updated 4/17/26Learn More →
    74
    Lantern
    Score
    Burlingame, CA · 37 mi from San Francisco
    Serves Burlingame, CA and surrounding San Francisco Bay Area
    ★★★★★5.0(6 Google reviews)

    MC Accountancy CPA, Inc. is a CPA firm in Burlingame specializing in accounting, tax preparation, and financial consulting services. The firm uses CountingWorks technology platform to provide secure, efficient service delivery for individual and business clients. They offer a full range of accounting and tax services with a focus on personalized financial guidance.

    Best for: Personal Tax Filing
    Ideal clients: Small business owners, self-employed professionals, individuals needing tax planning and preparation
    What sets them apart
    • Licensed CPA firm providing professional-level accounting and tax services with expertise in both individual and business taxation.
    • Uses CountingWorks technology infrastructure to ensure secure file handling, document storage, and client data protection.
    CPA ServicesTax PreparationAccountingFinancial ConsultingBusiness Services
    Phone(650) 645-9185
    MC Accountancy CPA, Inc.
    Updated 4/17/26Learn More →
    74
    Lantern
    Score
    Berkeley, CA · 43 mi from San Francisco
    Serves Berkeley and surrounding Bay Area including Oakland, Emeryville, Richmond, El Cerrito, Albany, Hayward, and Fremont
    ★★★★★5.0(6 Google reviews)

    Accounting, Tax & Business Solutions (ATBS) is a Berkeley-based firm specializing in comprehensive accounting, bookkeeping, tax, and business consulting services for small and mid-sized enterprises. Led by experienced consultants like Ben D Mekonnen, they offer QuickBooks configuration and training, accounting system installation, payroll management, financial planning, and strategic business consulting. ATBS helps businesses from startup planning through growth phases by providing intelligent financial management, system optimization, and staff training to ensure long-term success.

    Best for: Small BusinessesRemote ClientsYear-Round Support
    Ideal clients: Small to mid-sized businesses needing accounting setup, Business owners planning to launch, Companies struggling with outdated accounting systems, Growing enterprises requiring financial management consulting
    What sets them apart
    • ATBS staff are Intuit Advanced Certified QuickBooks consultants who specialize in system configuration, installation, and staff training to optimize your accounting operations.
    • They identify weak spots in existing accounting systems, repair errors, and help businesses convert from obsolete systems to modern, user-friendly solutions with full training.
    • Beyond bookkeeping, ATBS provides business plan development, cash flow management, budgetary strategy, and consulting to help companies scale successfully.
    BookkeepingQuickBooks ExpertTax ServicesBusiness ConsultingAccounting Systems
    Phone(510) 847-4539
    Accounting, Tax & Business Solutions, LLC
    Updated 4/16/26Learn More →
    72
    Lantern
    Score
    Pacifica, CA · 30 mi from San Francisco
    Serves Pacifica and surrounding San Francisco Bay Area communities
    ★★★★★4.5(54 Google reviews)

    Block Advisors in Pacifica offers comprehensive tax preparation, accounting, and financial advisory services for individuals and small businesses. Located in Linda Mar Shopping Center, this office provides professional tax filing, year-round tax planning, bookkeeping, and payroll services to help clients maximize deductions and manage their finances efficiently.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, first-time tax filers, those seeking year-round tax planning
    What sets them apart
    • Block Advisors provides tax planning services throughout the year, not just during tax season, to help clients optimize their financial strategies.
    • Specializes in serving small business owners with payroll processing, bookkeeping, and tax filing tailored to their specific needs.
    • Conveniently located in Linda Mar Shopping Center for easy walk-in access to professional tax and accounting services.
    Tax PreparationAccounting ServicesSmall BusinessPayroll
    Phone(650) 355-0165
    Block Advisors - Linda Mar Shopping Center
    Updated 4/17/26Learn More →
    70
    Lantern
    Score
    Daly City, CA · 31 mi from San Francisco
    Serves Daly City, San Francisco Peninsula, and surrounding Bay Area
    ★★★★★4.8(8 Google reviews)

    Liberty Tax is a tax preparation and financial services firm located in Daly City, offering individual and business tax filing, IRS representation, and tax planning services. With over 30 years of experience, Liberty Tax helps clients navigate complex tax situations, maximize deductions, and resolve tax compliance issues through personalized consultation and professional guidance.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Self-employed individuals, small business owners, taxpayers facing IRS audits, those seeking year-round tax planning
    What sets them apart
    • Liberty Tax provides direct IRS audit representation and tax dispute resolution, helping clients navigate audits and complex tax matters with professional expertise.
    • The firm handles comprehensive tax services for self-employed individuals and small business owners, including payroll and bookkeeping support.
    • Consultants work directly with clients to identify tax-saving opportunities and develop strategies tailored to individual financial situations.
    Tax PreparationIRS RepresentationBusiness TaxesFinancial ServicesTax Planning
    Phone(650) 645-9374
    Liberty Tax
    Updated 4/17/26Learn More →
    69
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco, Bay Area, California
    ★★★★★5.0(5 Google reviews)

    Cristian Borcan, CPA PC is a certified public accounting firm in San Francisco specializing in tax preparation, accounting services, and financial consulting for individuals and businesses. Led by CPA Cristian Borcan, the firm provides comprehensive tax planning, IRS representation, bookkeeping, and strategic financial guidance to help clients optimize their tax position and financial health.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, Self-employed professionals, Individuals seeking tax optimization, Businesses needing bookkeeping and accounting services
    What sets them apart
    • Led by a certified public accountant with expertise in both individual and business tax matters, providing credentialed, professional financial guidance.
    • Offers comprehensive services from tax preparation and IRS representation to ongoing bookkeeping and financial consulting, serving as a complete financial partner.
    CPA ServicesTax PreparationAccountingFinancial ConsultingIRS Representation
    Phone(415) 619-1710
    Websitecbxcpa.com
    Cristian Borcan, CPA PC
    Updated 4/15/26Learn More →
    69
    Lantern
    Score
    San Francisco, CA
    Serves San Francisco and surrounding Bay Area
    ★★★★☆4.3(49 Google reviews)

    Rudy Cortes Tax Services is an independent accounting firm based in San Francisco's Mission District, specializing in tax preparation and financial consulting for individuals and businesses. With nearly five decades of combined experience, they provide personalized tax strategies, audit representation, and year-round financial guidance tailored to their clients' unique situations.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed professionals, Small business owners, Individuals with complex tax situations, International business operators
    What sets them apart
    • Provides direct audit representation and IRS communication services, handling complex tax disputes on behalf of clients.
    • Offers tailored year-round tax planning rather than one-time preparation, helping clients minimize liability and maximize deductions.
    • As an independent firm, they provide direct relationships with experienced tax professionals without corporate overhead.
    Tax PreparationAccountingIRS RepresentationBusiness TaxesFinancial Consulting
    Phone(415) 550-2415
    Rudy Cortes Tax Services
    Updated 4/17/26Learn More →

    Frequently Asked Questions

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

    Priority Tax Relief is the top-ranked provider in the San Francisco area with a Lantern Score of 83.89/100 and a 4.9-star rating based on 473 reviews. They specialize in back tax resolution and IRS negotiation, making them ideal for individuals with outstanding tax debt or facing wage garnishment threats.

    Which accounting firm is best for small business owners with $1-10 million in revenue?

    Momentum Accounting (Lantern Score: 82.62/100, 5★) is specifically designed for growing small businesses with $1-10 million in annual revenue. They provide integrated accounting solutions and strategic financial guidance for founders looking to modernize their accounting systems.

    What accounting options exist for self-employed professionals and freelancers?

    Several top-ranked firms serve self-employed professionals, including Bing Luo CPA (Lantern Score: 83.47/100, 5★), Flex Tax and Consulting Group (82.74/100, 4.9★), and Tony Quach & Co. CPA (82.89/100, 4.9★). These firms specialize in personalized tax planning and can handle complex tax situations common among self-employed individuals.

    Are there accounting firms open on weekends in San Francisco?

    No accounting and tax services in the San Francisco area are open on weekends. All 37 listings operate on weekday hours only, so you'll need to schedule appointments during regular business hours.

    Which firm is best for real estate professionals and property owners?

    Scott Porter, CPA (Lantern Score: 82.15/100, 5★) specializes in serving real estate professionals and high net worth individuals with customized financial solutions. Basta & Company (81.21/100, 5★) also serves real estate investors and construction contractors with tax strategy and business accounting expertise.

    What accounting services are available for individuals needing ITIN and Spanish language support?

    Cortes Tax Service (Lantern Score: 76.23/100, 4.6★) specializes in ITIN services (W-7 forms) and serves Spanish or Portuguese-speaking filers. Bing Luo CPA (83.47/100, 5★) also explicitly caters to non-English speaking professionals seeking personalized tax planning and accounting services.

    This directory of accounting & tax local businesses serving San Francisco, CA 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.