Areas served: San Francisco, CA and surrounding Bay Area counties
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.
Bing Luo CPA is a fully remote accounting firm based in South San Francisco, serving small businesses and individuals nationwide. Bing Luo is a certified public accountant specializing in tax preparation and planning, bookkeeping, and strategic business consulting. Fluent in English, Mandarin, and Cantonese, the firm provides personalized accounting solutions with a focus on helping businesses grow and minimize tax liability through proactive planning.
“This was our first year working with Bing and it was a great decision. We usually do our own taxes with TurboTax, but this year things got more complicated. We started there again and quickly realized we were in over our heads. Bing made everything simple. She told us exactly what she needed, took care of the details, and made the whole process way less stressful. In the end, we owed about $1,500 less than what TurboTax was showing. She also really knows her stuff when it comes to multi-state taxes, which was a big help and not something every tax preparer is comfortable handling.”
— Jeff James, Google Review · 5 ★ avg from 49 reviewsH&R Block at 970 Serramonte Blvd in Colma, CA offers professional tax preparation backed by America's #1 tax preparer with over 70 years of experience. Their licensed tax professionals specialize in ITIN applications, small business taxes, bookkeeping, payroll services, and maximizing refunds for individuals and businesses. With a 4.8-star rating from 184+ reviews and H&R Block's 100% Accuracy Guarantee, they serve Colma, Daly City, South San Francisco, and the greater San Mateo County area.
“Smooth process from start to finish! Made appointment online and the receptionist called me to confirm my appointment. My tax preparer Denis helped find all deductions possible to maximize my refund. I’m looking forward to doing my taxes here again in 2027.”
— Andre Papageorgiou, Google Review · 4.8 ★ avg from 184 reviewsPriority Tax Relief is a San Francisco-based tax resolution firm specializing in back tax relief, IRS negotiations, and resolving wage garnishments and liens. With a 4.9-star rating from 472+ Google reviews, their team of licensed tax professionals handles Offers in Compromise, installment agreements, penalty abatement, and unfiled returns for clients across California and nationwide. They serve individuals and businesses facing IRS collection actions, offering free consultations and personalized resolution strategies.
“Cade was truly life changing. I was overwhelmed with nearly $200,000 in tax debt and felt like there was no way out. Cade was compassionate, professional, and fought hard on my behalf every step of the way. Thanks to his help, I was able to resolve my debt and avoid serious financial hardship for my family. I’m beyond grateful and highly recommend Cade to anyone dealing with tax issues”
— Chloe Thomas, Google Review · 4.9 ★ avg from 473 reviewsTony 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 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 reviewsFlex 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.
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.
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 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 reviewsH&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.
Block Advisors at 1310f El Camino Real in San Bruno, CA is a certified small business tax and accounting office backed by H&R Block's 70 years of experience. Their team of certified tax professionals specializes in tax preparation for small businesses, bookkeeping services, and payroll processing, serving contractors, landlords, real estate agents, and property management professionals throughout the San Bruno area. With a 4.8-star rating from 91 reviews, they offer year-round support with flexible scheduling options including in-person, online, and drop-off services.
“Alan is fantastic as my tax provider”
— PAUL VELASCO, Google Review · 4.8 ★ avg from 91 reviewsBasta & 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.
“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 reviewsBlock 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.
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.
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.
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.
“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 reviewsRubicon 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.
“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 reviewsComplete 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.
JB Bookkeeping & Taxes is a full-service accounting firm in San Bruno, CA, run by Jasmine Bañuelos, an Enrolled Agent and Certified Tax Coach. They specialize in individual and business tax preparation, bookkeeping, payroll services, and proactive tax planning strategies. Known for personalized service and year-round availability, they serve individuals, small businesses, and self-employed professionals throughout the Bay Area with a focus on maximizing deductions and minimizing tax liability.
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.
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.
Agro Accounting is a San Francisco CPA firm specializing in accounting and tax services for startups, small businesses, and entrepreneurs. Located in SoMa at 95 3rd Street, they offer full-service bookkeeping, tax preparation, financial consulting, and CFO advisory services with extended weekday and Saturday hours. With a perfect 5.0-star rating from clients, they're known for personalized attention and helping growing businesses navigate complex financial decisions.
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.
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.
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.
Sunshine Pro Accounting & Tax is a full-service CPA firm in San Mateo, CA specializing in small business accounting, tax preparation, and QuickBooks services. With a 4.9-star rating from 22+ Google reviews, they serve business owners, executives, and independent professionals throughout San Mateo County with personalized financial guidance, payroll services, and year-round tax planning.
“I’ve entrusted my tax filing with Sunshine Pro for the past four years. Filing taxes is never fun, but Amanda and Silas make it as painless as possible. They are very organized and their filing app makes uploading documents quick and easy. Amanda and Silas are experts at tax code and no matter if your tax situation is simple or complex, they get it right. Top quality and very affordable compared to the big name tax services. Give Sunshine Pro Accounting and Tax a try; you’ll won’t go anywhere else!”
— Robert, Google Review · 4.9 ★ avg from 22 reviewsBlock 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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 reviewsRudy 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.
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.
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.
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.
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.
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.
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.