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Laurels

Best Accountants in San Francisco
2021

We scored 184 Accountants in San Francisco, CA and Picked the Top 17

Here are the Picks:

Dimov Tax Featured

B.O.L. Global, Inc.

Boas & Boas

DZH Phillips

Ghirardo CPA

James J. McHale, CPA

John P. Welch, CPA

Keeping Your Balance

Mah & Company

RINA - San Francisco

Safe Harbor LLP

SF Bay Accounting

Spott, Lucey & Wall, CPAs

Stanley C. Pollock, CPA

Ted Dubasik

The Henry Levy Group

Virtual CPA for You

Why These Accountants?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 184 117 17

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

Dimov Tax FEATURED Expertise.com

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.

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San Francisco, CA

Website Instagram

(678) 841-7380 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:

274 (Best)

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: --

B.O.L. Global, Inc.

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.

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2830 Geary Boulevard
San Francisco, CA 94118

Website

(415) 766-9546 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:

49 (Best)

Score Consistency:

Consistent (Best)

Boas & Boas

Since 1938, Boas & Boas has been serving San Francisco individuals and businesses with accounting services. The firm's tax services include tax planning and preparation, estate and trust planning, and business selling and buying tax assistance. The company also provides financial statement preparation, accounting system setup, computerized payroll services, personal financial statements, and litigation support. The firm is a member of the American Institute of Certified Public Accountants.

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San Francisco, CA 94104

Website

(415) 956-4444 Website

DZH Phillips

DZH Phillips serves businesses, nonprofit organizations, families, and individuals with accounting services. The company has extensive experience working with clients in the nonprofits, consumer goods, real estate, professional services, wealth management, financial services, and construction industries. The accounting firm placed in the San Francisco Business Times' Top 100 Women-Owned Businesses of 2015 and Inside Public Accounting's Top 200 Firms of 2016.

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San Francisco, CA 94105

Website

(415) 781-2500 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:

4.3 / 5 (Better)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Ghirardo CPA

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.

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7200 Redwood Boulevard
Novato, CA 94945

Website

(415) 897-5678 Website

James J. McHale, CPA

James J. McHale, CPA, is a family-owned accounting firm that serves San Francisco and the nearby areas. The firm offers professional services to individuals and small businesses. Some of its services include tax management, estate and trust planning, tax preparation, and IRS representation. It also offers 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 real estate license, a property and casualty license, and a life and health license in California.

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1739 10th Avenue
San Francisco, CA 94122

Website

(415) 731-7011 Website

John P. Welch, CPA

John P. Welch, CPA serves individuals and businesses with accounting, tax, and bookkeeping services. The San Francisco accounting firm provides tax planning, QuickBooks support, IRS representation, estate and trust planning, college savings planning, and other services. John Welch has more than 20 years of accounting experience. Clients have praised the accountant for his accurate and thorough service.

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San Francisco, CA 94102

Website

(415) 544-0220 Website

Keeping Your Balance

Keeping Your Balance serves small San Francisco businesses with outsourced accounting and payroll services. The company, founded in 2005, has worked with more than 600 clients during its time in business. The firm's accounting services include bill and payment tracking, sales and use tax filing, payroll processing, bank account reconciliation, audit support, and other services. The company has worked with clients in a number of industries, including restaurants, professional business services, law firms, technology, and retail.

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San Francisco, CA 94104

Website

(415) 399-9844 Website

Mah & Company

Mah & Company provides accounting and tax services to individuals, small to medium businesses, business owners, executives, and trusts and estates. The business is a member of the American Institute of Certified Professional Accountants and is an Intuit Certified ProAdvisor. The owner has more than 20 years of accounting experience and is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, the Financial Planning Association of San Francisco, and other organizations.

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San Francisco, CA 94105

Website

(415) 230-2900 Website

RINA - San Francisco

RINA Accountants & Advisors is a San Francisco accounting firm that supports individuals, businesses, real estate ventures, and nonprofit organizations. Its team of certified public accountants provides financial statement services, bookkeeping, payroll services, and forecasts and projections. It also offers business plan consulting, tax strategy consulting, retirement income planning, and trust and estate planning. Founded in 1946, RINA now has 80 professionals working from its three Bay Area locations. The firm is a member of MGI Worldwide.

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150 Post Street
San Francisco, CA 94108

Website

(415) 777-4488 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:

4.6 / 5 (Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

Safe Harbor LLP

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.

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5812 Geary Boulevard
San Francisco, CA 94121

Website

(415) 742-4249 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+

Price: 400

SF Bay Accounting

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.

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PO Box 23100
Pleasant Hill, CA 4523

Website

(510) 682-6313 Website

Spott, Lucey & Wall, CPAs

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.

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601 Montgomery Street
San Francisco, CA 94111

Website

(415) 217-6900 Website

Stanley C. Pollock, CPA

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.

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5464 College Avenue
Oakland, CA 94618

Website

(800) 829-1040 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)

Ted Dubasik

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.

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1717 Lyon Street
San Francisco, CA 94115

Website

(415) 670-9272 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:

4.5 / 5 (Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

The Henry Levy Group

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.

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5940 College Avenue
Oakland, CA 94618

Website

(510) 652-1000 Website

Virtual CPA for You

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.

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18 Bartol Street
San Francisco, CA 94133

Website

(415) 704-8989 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:

4.5 / 5 (Best)

Total Reviews:

19 (Better)

Score Consistency:

Consistent (Best)

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