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Best Accountants in Pleasanton

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Bailey & Utley, CPAs logo
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Bailey & Utley, CPAs

303 West Joaquin Avenue, San Leandro, CA 94577
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Business Description

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.

Reputation:

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.
5.0
JJACPA, Inc - Dublin logo
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JJACPA, Inc - Dublin

7080 Donlon Way, Dublin, CA 94568
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Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)
John P Zukoski CPA PC logo
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John P Zukoski CPA PC

478 Lindbergh Avenue, Livermore, CA 94551
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Business Description

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
––
Martin G. Friedrich, CPA logo
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Martin G. Friedrich, CPA

151 Callan Avenue, San Leandro, CA 94577
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Business Description

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.

Reputation:

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.
4.7
Yelp
5.0 / 5 (2)
Google
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Friendliness
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Detail
Pease Tax & Accounting Services, Inc. logo
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Pease Tax & Accounting Services, Inc.

4234 Hacienda Drive, Pleasanton, CA 94588
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Business Description

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.

Reputation:

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.
4.6
Yelp
4.5 / 5 (15)
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Red Robin Tax Service logo
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Red Robin Tax Service

Dublin, CA 94568
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Business Description

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Tax Bears logo
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Tax Bears

5820 Stoneridge Mall Road, Pleasanton, CA 94588
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Business Description

Tax Bears caters to clients in Pleasanton and the surrounding areas. Its team helps business owners develop tax strategies and reduction techniques to manage income tax returns and business tax planning matters. Its other services include small business accounting and bookkeeping. The agency's founder, Pavandeep Randhawa, has over a decade of experience as a tax preparer, consultant, planner, and accountant. Tax Bears serves clients across various industries, including transportation, real estate, hospitality, accounting, medical, restaurant, and construction.

Reputation:

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.
5.0
Google
5.0 / 5 (25)
Yelp
5.0 / 5 (21)
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Frequently Asked Questions

Introduction

Four main types of accountants are available to serve the accounting needs of individuals, large organizations, small businesses, and government agencies. These types of accounting include corporate, forensic, government, and public.

  • Corporate accountants maintain and file financial information for corporations. The focus is on keeping the corporation in legal compliance with tax laws and financial reporting requirements.
  • Forensic accountants gather and recreate financial data that isn’t readily available. These accountants might do that as part of a criminal investigation or if key financial information has been lost and needs to be recovered for legal reasons.
  • Government accountants work for government agencies, such as the IRS or a state tax department. They might also be found working in government offices in positions such as city treasurer or county auditor.
  • Public accountants are the accountants most likely to work with individuals or smaller businesses. These accountants manage financial statements, file tax returns, and record financial transactions. Preparing and filing tax returns are tasks these accountants might do for individuals. For companies, these accountants might handle payroll or bookkeeping besides preparing tax information for reporting purposes.

What does an accountant do?

Accountants maintain financial records and interpret financial information. An accountant at one firm might maintain financial ledgers, while another might take on payroll management duties. Accountants can also specialize in specific areas, such as tax codes.

What is the difference between an accountant and a CPA?

Accountants and CPAs handle many of the same accounting tasks. However, a CPA is an accountant who has passed a state exam to become a certified public accountant. A CPA is typically more trusted in an advisory position when in a business setting.

Does everyone need an accountant?

Most individuals don’t need to hire an accountant, except for when tax season arrives. A small business owner is more likely to need an accountant than an individual because business owners have more complex record-keeping requirements.

What does a forensic accountant do?

Forensic accountants use generally accepted accounting principles (GAAP) to investigate and solve financial mysteries that are typically related to uncovering or resolving suspected criminal activity, such as embezzling. These accountants may work for individuals, businesses, and government agencies.

What does a payroll accountant do?

Processing payroll and employee benefits are key roles of payroll accountants. Some other duties performed by payroll accountants include using software and handling financial statements. These professionals might also analyze financial ledgers, prepare and present reports to management, and advise regarding investment opportunities.

Do I need an accounting major to become an accountant?

You can work as an accountant without majoring in it. However, earning a degree and becoming a CPA offers more earning potential. According to the Bureau of Labor Statistics, certified public accountants who have received at least a bachelor’s degree earn a median annual wage of $73,560.

What qualifications do you need to be an accountant?

You need to have strong math and analytical skills to be an accountant. Most companies require accountants to have earned at least a bachelor’s degree and CPA. Some lower-level accounting positions in accounting might require only knowledge of certain accounting principles, such as how to manage receivables.

How many years does it take to be an accountant?

Some two-year college programs prepare students to take the CPA exam; however, most employers require accountants to have at least a bachelor’s degree, which is a four-year degree.

Do I need a CPA to be an accountant?

You don't have to earn a CPA to be an accountant, however, getting your CPA opens opportunities to earn higher wages in this field. Many companies, especially larger ones and government agencies, require at least a four-year degree and CPA when hiring accountants.

What does it take to be a certified public accountant?

According to the American Institute of CPAs, requirements for becoming a CPA vary by state. Each state requires education, passing the Uniform CPA exam, and some amount of experience before issuing the certification. A minimum of a bachelor’s degree or 150 semester hours is typically required before taking the certification exam.

Is getting a CPA worth it?

If you’re interested in a career in accounting, it’s worthwhile to get a CPA. It opens opportunities to earn higher wages and offers a wider variety of accounting jobs, so you can choose the type of accounting you want to do.

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