Expertise.com

2024

Last updated:

Best Accountants in San Leandro

Our Recommended Top 4

We did the research for you!

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

22Reviewed

14Curated

4Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

4 Embarcadero Center, San Francisco, CA 94111

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Review Sources

Yelp
4.5 (30)
Facebook
5.0 (1)

Why choose this provider?

Unisource Financial Group assists individuals and businesses in San Leandro with their accounting and tax preparation needs. Founded in 2012, the accounting firm has been the reliable resource of several industries, such as Realtors, consulting, professional services, construction, and rental property owners. The services it offers include tax preparation, planning and advice, accounting and bookkeeping, new business advisory, and QuickBooks services. Founder Samy Basta has more than 20 years of experience in public and private accounting.

951 Old County Road, Belmont, CA 94002

Expertise.com Rating

Review Sources

Yelp
4.5 (19)

Why choose this provider?

The Bean Counter, CPA is a firm that specializes in tax and bookkeeping services for business and individual clients located in and around Belmont. The team consists of multiple CPAs and para-professionals who provide support for personal tax returns, business returns for corporations, partnerships, S-corps, and nonprofits, bookkeeping/financial statements and review and compilation services. Clients have utilized The Bean Counter for determining business valuations as well. The company promises a multi-dimensional approach to valuing a small business for purchase or sale. It can provide clients with planning for significant financial goals such as college education or retirement planning as well.

2950 Buskirk Avenue, Walnut Creek, CA 94597

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Why choose this provider?

Henry V. Lantzy, CPA is a certified public accountant serving clients in Walnut Creek, Pleasant Hill, and over a dozen other communities in the surrounding area. Lantzy earned his master’s degree from California State University-East Bay over a decade ago, and he has more than 20 years as a sole practitioner and over 30 years in the industry, having earned his CPA license in 1984. While Lantzy sells individual and small group health insurance plans to his clients, the accounting side of his business focuses on tax preparation, tax planning, retirement planning, and accounting for small companies. He also does tax preparation work for individuals, trusts, estates, partnerships, corporations, and limited liability companies.

712 Bancroft Road, Walnut Creek, CA 94598

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Why choose this provider?

Hansell & Associates, LLP, is an accounting firm that serves clients in the San Leandro area. It has been operating for more than 20 years. It designs accounting policies that suit its clients' needs. It also manages entity formation and tax return preparation. In addition, the firm assists clients in budget creation. One of the firm's founding partners, Christopher Hansell, has experience in business systems implementations and financial accounting. He worked as a consultant and manager for five years before joining Hansell & Associates.

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.