Expertise.com

2024

Last updated:

Best Accountants in San Francisco

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

179Reviewed

112Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
San Francisco, CA
  • Accounting
  • Business Taxes
  • Audits
  • Individual Tax
  • Consulting

Why choose this provider?

Dimov Tax offers accounting solutions to personal and commercial clients in San Francisco. The firm audits, reviews, and compiles financial statements for small and larger businesses and conducts bookkeeping services. It provides taxation solutions for LLC entities, estates, and trusts. Additionally, it also offers audit representation, valuation services, and CA certifications for home buyers and apartment renters. In business for more than a decade, Dimov Tax has served clients in the retail, biotech, M&A consulting, technology, and real estate industries.

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
Yelp
5.0 / 5 (450)
Google
4.9 / 5 (291)
Facebook
4.9 / 5 (40)

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

Price: Call for quote

San Francisco, CA

Why choose this provider?

Need help contacting a Accountant in San Francisco? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
18 Bartol Street, San Francisco, CA 94133

Why choose this provider?

Virtual CPA for You provides online accounting services to individuals and businesses in the San Francisco metro. Using cloud-based software, the company can provide flexible services suited to the clients' schedules. It assists clients with their tax preparation, financial report, tax return, and business accounting. It strives to provide easy access to clients' accounts by making them available via their smartphones. Data will be encrypted and stored in a bank-security-level vault. Owner Ying McKee has been in the accounting and tax industry for nearly 20 years.

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
Facebook
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

Website
5940 College Avenue, Oakland, CA 94618

Why choose this provider?

The Henry Levy Group is an accounting firm catering to the needs of individuals, businesses, and nonprofit organizations throughout San Francisco. Founded in 1991, the company comprises accounting and tax professionals who are dedicated to helping clients manage their financial matters. They handle bookkeeping, A/P and A/R, financial statements, and cash management. They also provide year-round tax planning, tax projections, reform analysis, and entity planning. The Henry Levy Group is affiliated with EAI International, Rockridge District Association, and Pink Spots.

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.
3.5
Yelp
3.5 / 5 (14)

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

Website
1739 10th Avenue, San Francisco, CA 94122

Why choose this provider?

James J. McHale, CPA/PFS, is a family-owned accounting firm that serves San Francisco and the nearby areas. The firm offers professional services to individuals with complex tax matters and small businesses. Some of its services include tax management, estate and trust planning, tax preparation, and IRS representation. For existing clients, they also offer payroll services that implement a computerized system facilitating the timely processing of payments and preparation of tax returns. Jim McHale, the firm's founder, is a certified financial planner and has a life and health license in California.

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

Website
5464 College Avenue, Oakland, CA 94618

Why choose this provider?

Stanley C. Pollock, CPA, is an accounting firm serving San Francisco and the surrounding areas. It aims to help individuals and businesses handle financial matters with a range of accounting and tax services. These include financial statement preparation, bookkeeping, payroll processing, and cash flow forecasting. It also works with clients in estate and trust tax preparation, litigation support, IRS audits, and retirement planning. Leading the firm is Stan Pollock, who conducts continuing education courses in accounting and taxation for other professionals.

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)

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.
2.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
7200 Redwood Boulevard, Novato, CA 94945

Why choose this provider?

Ghirardo CPA is a full-service accounting, tax, and business firm based in Novato that has served the area for more than 30 years. The firm is a Northbay Biz 500 Company and is a ten-time winner of the North Bay Business Journal's Best Places to Work. The business gives back to the community by donating money and volunteer time to local and national charities including the Novato Youth Center, Make a Wish Foundation, North Bay Shakespeare, and Pacific Vascular Research Foundation.

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.
3.6
Yelp
3.5 / 5 (11)
Facebook
5.0 / 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
Responsiveness
Friendliness
Helpfulness
Detail

Website
2830 Geary Boulevard, San Francisco, CA 94118

Why choose this provider?

B.O.L. Global, Inc. has been serving the San Francisco area for more than 10 years. The accountants have more than 50 years of combined experience in the industry. The firm serves individuals with personal financial planning and estate planning, and serves businesses with small business accounting, QuickBooks support, cash flow management, internal controls, and other services. The firm also helps clients with tax planning and preparation.

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.
4.5
Yelp
4.5 / 5 (49)

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

Website
PO Box 23100, Pleasant Hill, CA 4523

Why choose this provider?

SF Bay Accounting is an accounting firm that serves San Francisco and the surrounding areas. Lead accountant Marilyn Drobenaire has more than 25 years of experience handling a wide array of accounting services that include auditing, banking, forensic accounting, tax preparation, and human resources. Throughout her career, Drobenaire has worked with start-up businesses, small-sized to mid-sized corporations, and non-profit organizations to help reach their financial goals. SF Bay Accounting also offers wealth management services for individuals with high net worth, overseeing their business and personal financial needs.

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
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Website
5812 Geary Boulevard, San Francisco, CA 94121

Why choose this provider?

Safe Harbor LLP is a boutique accounting firm serving San Francisco-based businesses, high net worth individuals, and clients with international tax needs. The firm is focused on international tax, business & start-up tax, and finance. It offers tax preparations, international tax & accounting services, business partnerships, LLC tax returns, and estate planning. It also offers services for start-up companies, assisting them in setting up financial and tax systems, as well as stock options and tax planning opportunities.

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.
4.0
Yelp
4.0 / 5 (55)
Facebook
5.0 / 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
Responsiveness
Friendliness
Helpfulness
Detail

Website
1717 Lyon Street, San Francisco, CA 94115

Why choose this provider?

Ted Dubasik is a certified public accountant in San Francisco. He has been working in the industry since 1999 and has worked with the accounting needs of several industries, including healthcare, technology, retail, and distribution. He had also conducted financial reporting and budgeting for a business with $50 million in annual revenue. In addition, Dubasik currently offers private accounting services for small businesses and homeowners' associations. These include payroll processing, financial consultation, and individual tax preparation.

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.
4.5
Yelp
4.5 / 5 (21)
Facebook
5.0 / 5 (2)

Website
601 Montgomery Street, San Francisco, CA 94111

Why choose this provider?

Spott, Lucey & Wall, CPAs, is an accounting firm located in San Francisco. Serving clients in and around the area, the firm provides a complete array of tax consulting and attestation services, including general accounting and business income tax. Its specific fields of expertise also include handling multiple areas of international tax. In addition, the firm specializes in pre-immigration U.S. income tax planning. Spott, Lucey & Wall has over four decades of experience in providing services for local and international businesses and individuals.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • 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.