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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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 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.
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.
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 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.
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.
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 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.
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.
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.
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.
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.