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Laurels

Best Accountants in Pleasanton
2021

We scored 26 Accountants in Pleasanton, CA and Picked the Top 10

Here are the Picks:

A to Z Tax Services, Inc.

Bailey & Utley, CPAs

Davis & Company, CPAs

JJACPA, Inc - Dublin

John P Zukoski CPA PC

Jooste, CPA

Martin G. Friedrich, CPA

Pease Tax & Accounting Services, Inc.

Prestige Accounting Solutions

Red Robin Tax Service

Why These Accountants?

Our goal is to connect people with the best local experts. We scored Pleasanton Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 26 19 10

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

A to Z Tax Services, Inc.

A to Z Tax Services, Inc. offers a host of financial solutions to meet the needs of businesses and individuals alike. A to Z knows how complicated income tax return filing can be, which is why the company's qualified professionals stay on top of the intricacies of and changes to tax laws to make sure customers get their maximum tax refund. All of A to Z's employees are registered through the California Tax Education Council and have full compliance with the Tax Preparer Act. To get clients started, the company offers free and confidential tax consultations from its convenient East Bay location.

Click to Call

San Leandro, CA 94577

Website

(510) 895-0677 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

Bailey & Utley, CPAs

Bailey & Utley, CPAs is a financial services firm that is proud to specialize in helping individuals prepare their tax returns. The process at Bailey & Utley starts with a Personal Organizer who gathers all information pertinent to a client's return. Organizers visit clients at the beginning of the year to give them plenty of time to gather their information prior to the April 15 filing deadline. In addition to tax services, the firm offers accounting services that help clients prepare financial statements to meet requests creditors and insurance companies make in the for-profit sector and grantors and foundations make in the nonprofit sector.

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303 West Joaquin Avenue
San Leandro, CA 94577

Website

(510) 614-1895 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Davis & Company, CPAs

Davis & Company, CPAs is proud to help individuals and businesses realize their full financial potential. The company began in 1991 with a mission to provide financial solutions as elegant and efficient as they are expert, and that's just what Davis & Company continues to do to this day. The firm's services are available as needed or as part of a full turn-key package, and while most of the company's clients are local to its San Leandro, CA headquarters, some clients are so loyal to the firm's high-quality services that they remain with Davis & Company even after relocating to other states and even other countries.

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San Leandro, CA 94578

Website

(510) 278-0915 Website

JJACPA, Inc - Dublin

JJACPA, Inc believes in creating relationships of value with clients, viewing each one as a partner. JJACPA is committed to giving each client personal attention in interpersonal interactions as well as attention to detail on the technical side of the financial services the firm provides. The company's full menu of services includes income tax preparation for all types of businesses and individuals, financial procedures and evaluations, financial and computer consulting, governmental and nonprofit accounting training, monthly bookkeeping, computer software implementation and training, financial statements, audit and tax consulting, and help with set-up and training on QuickBooks accounting software.

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7080 Donlon Way
Dublin, CA 94568

Website

(925) 556-6200 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

John P Zukoski CPA PC

John P Zukoski CPA PC offers financial services to a diverse array of clients. The company begins service with a hassle-free consultation to introduce clients to their options at the firm and to help staff get to know the unique needs of clients. The company has 25 years of experience serving the residents of Livermore, CA, and beyond. The firm employs professionals who are available to clients year-round, not just around tax time. John P Zukoski's priority is client satisfaction, which is why the company tailors solutions to each client and provides an unparalleled attention to details with every service.

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478 Lindbergh Avenue
Livermore, CA 94551

Website

(925) 344-3576 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Jooste, CPA

Conundrum Consulting Group provides a wide variety of financial services to the meet the needs of many different types of clients. Individuals may take advantage of Conundrum's accounting and tax preparation and planning services. Businesses use Conundrum to operate at peak performance while maximizing efficiency, staying compliant with laws and regulations, and increasing revenue and profits. Conundrum also offers specialty services for clients who use and want to start using QuickBooks accounting software. CCG is available to help these clients set up and train on this essential accounting solution. CCG prides itself on offering all of these services with a commitment to affordability and friendliness.

Click to Call

4900 Hopyard Road
Pleasanton, CA 94588

Website

(925) 399-4226 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

Professionalism: B+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: B+

Helpfulness: B+

Detail: --

Martin G. Friedrich, CPA

Martin G. Friedrich, CPA offers accounting services to its neighbors throughout San Leandro, CA, and beyond. The company has more than 25 years in the financial service industry focusing on issues of taxation and small business services. The company has served clients such as real estate companies, partnerships, S corporations, LLCs, trusts, and individuals with especially complex tax returns. The company's team includes members of the California Society of Certified Public Accountants, so clients can trust the qualifications and affiliations of Martin G. Friedrich's staff. The company's tax services include federal tax return preparation, estimated tax calculations, sole proprietor tax forms and consulting, and 1031 exchange calculations.

Click to Call

151 Callan Avenue
San Leandro, CA 94577

Website

(510) 895-8310 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Pease Tax & Accounting Services, Inc.

Pease Tax & Accounting Services, Inc. is a financial service provider that got started in 2010 and hasn't looked back on its commitment to high-quality service and personal client care. The company's CPA have areas of expertise that range from individual tax planning and preparation to business tax planning and preparation in relation to entities such as partnerships, LLCs, and S corporations. The company also offers tax planning and preparation for estates and trusts. Pease Tax & Accounting Services seeks to meet not only the current financial needs of its clients but also to help them prepare for the future.

Click to Call

4234 Hacienda Drive
Pleasanton, CA 94588

Website

(925) 230-9380 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Prestige Accounting Solutions

Prestige Accounting Solutions is proud to help many Bay Area small businesses achieve the financial success they envision. To accomplish this, Prestige offers an exhaustive list of financial services designed to meet the full spectrum of client needs. From back office accounting services where clients can consider Prestige their external accounting department to training on QuickBooks, Prestige has solutions that address clients right where they are at in the growth of their business. The Dublin, CA company comes well qualified as a TaxBuzz Verified Professional and offers tax preparation and planning services to corporations and estates as well as individuals.

Click to Call

Dublin, CA 94568

Website

(925) 875-9577 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

47 (Best)

Score Consistency:

Consistent (Best)

Red Robin Tax Service

Red Robin Tax Service calls itself "Your Trusted Tax Resource with Maximum Refund Guarantee," and the financial services firm has been dedicated to finding clients the maximum refund on their taxes since the company began in 2004. In addition to tax preparation, Red Robin Tax Service offers a variety of back-office services that can assist companies looking to grow while temporarily avoiding the complications that come with hiring internal accountants. The company's bookkeeping associates hold graduate degrees from accredited business schools as well as certifications as Quickbooks Pro Advisors, and they are happy to use their expertise to benefit small businesses.

Click to Call

Dublin, CA 94568

Website

(925) 785-8816 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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