Expertise.com

2024

Last updated:

Best Accountants in San Mateo

Our Recommended Top 19

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 Mateo Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

38Reviewed

30Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

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

Why choose this provider?

Dimov Tax Specialists provides accounting solutions to partnerships, corporations, LLCs, and non-profits in San Mateo. The full-service accounting firm offers bookkeeping, payroll management, forensic accounting, and financial statement audit services. It also addresses individual and business tax issues, including multi-state returns and offers in compromise. The firm's certified public accountants and enrolled agents are led by George Dimov, who has over 15 years of accounting and consulting experience. The team has worked with Google, Uber, PayPal, and eBay.

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 (508)
Google
5.0 / 5 (304)
Facebook
5.0 / 5 (42)

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 Mateo, CA

Why choose this provider?

Need help contacting a Accountant in San Mateo? 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
1650 South Amphlett Boulevard, San Mateo, CA 94402

Why choose this provider?

Based in San Mateo, Byrne Seligman & Co., Inc. is an accountancy firm that provides services to local individuals and businesses in San Mateo and the surrounding communities. It offers small business accounting, new business formation, strategic business planning, cash flow management, part-time CFO services, and QuickBooks setup and training. Additionally, it also provides tax-related services like IRS wage garnishment, IRS audit representation, non-filed tax returns, IRS liens, IRS levies, and IRS payment plans.

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.
4.1
Yelp
4.0 / 5 (17)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
800 South Claremont Street, San Mateo, CA 94402

Why choose this provider?

Matt Grodin, CPA, in San Mateo is an accounting firm that specializes in income tax planning and accounting services. Grodin provides services to individual and small businesses in the area such as QuickBooks or wave accounting setup, sales tax compliance and consulting, audit defense, and tax planning and preparation for property rentals. He attained his CPA license in 2002 and is a member of the California Society of CPAs and the American Institute of CPAs.

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.
4.3
Yelp
4.0 / 5 (9)
Google
5.0 / 5 (2)
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
1900 South Norfolk Street, San Mateo, CA 94403

Why choose this provider?

Deb Marion Tax Preparer, CPA, EA provides service-focused accounting and tax services in San Mateo. It offers tax return preparation, tax planning, tax audit representation, and special tax situation solutions for individuals and businesses. The firm also provides QuickBooks support and small business support services. Deb Marion Tax Preparer, CPA, EA can prepare its clientele’s taxes remotely. It even caters to US expats living abroad. Its team has a combined professional experience of 50 years in the financial industry.

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 (6)

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.
3.7
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
951 Mariners Island Boulevard, San Mateo, CA 94404

Why choose this provider?

Accounting for TAX is a tax accounting firm that serves businesses and individuals in San Mateo. It offers a range of services, including tax preparation and planning, non-certified public accounting bookkeeping services, and payroll services. Additionally, the firm can submit e-file extensions online for clients, and it has an encrypted portal for safe document exchange. Its principal and owner, John G Miller, has served as an adjunct faculty with the San Mateo Community College District's business and accounting division for 12 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.
4.5
Yelp
4.5 / 5 (13)

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
1777 Borel Place, San Mateo, CA 94402

Why choose this provider?

Based in San Mateo, Andersen, McKune & Associates, LLP is a full-service public accounting firm that serves clients from the San Francisco Bay Area. Its clientele includes individuals, businesses, and non-profit organizations. It offers wealth management and tax consulting. The firm also prepares tax returns such as individual, partnership, LLC, corporate, and S-Corporation tax returns. Other types of tax returns include gift tax, fiduciary, and non-profit. Andersen, McKune & Associates offers bookkeeping services and financial statement preparation as well.

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.
3.7
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2075 Pioneer Court, San Mateo, CA 94403

Why choose this provider?

Karyn Stiles, CPA specializes in accounting and tax administration servicing clients in San Mateo. She offers a variety of services from tax preparation and planning to basic bookkeeping. She also assists clients in court and forensic accounting, as well as litigation. Karyn has been working in the accounting and fiduciary field for over five years. She obtained her bachelor's degree in accounting from California State University. She is also a member of the American Institute of Certified Public Accountants.

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.
4.4
Yelp
5.0 / 5 (7)

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.
4.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
713 S Claremont St, San Mateo, CA 94402

Why choose this provider?

Sunshine Pro Accounting and Tax is an accounting firm that serves clients in San Mateo. It offers a wide range of tax and accounting services for individuals and businesses, including tax planning and preparation, QuickBooks setup, small business accounting, personal financial planning, and CFO services. Amanda Ayoob and Silas Green, III, established the firm in 2012. Silas has 10 years of experience working for corporations, while Amanda is familiar with the use of the QuickBooks software to create financial statements.

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 (14)
Facebook
5.0 / 5 (1)

Website
180 Park Road, Burlingame, CA 94010

Why choose this provider?

Daniel C. Moreno Certified Public Accountant is a full-service accounting firm that provides assistance in business, tax, and financial management in the San Mateo area. The firm performs different financial strategies such as estate and gift tax planning, recordkeeping, investment review, tax planning, and tax preparation. Owner Daniel Moreno established the firm in 1983 and has been working in other CPA firms for 11 years before starting his practice. He is a member of the tax division of the AICPA.

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
205 De Anza Boulevard, San Mateo, CA 94402

Why choose this provider?

David Krakower, CPA, is an accounting firm that provides various accounting services to businesses and individuals in San Mateo, California. Krakower started his accounting practice in 1977, and three years later, he was officially licensed as a certified public accountant. The services the firm offers include tax planning, financial planning, tax preparation, investment review, and business solutions. David's guiding philosophy in the field of accounting is to provide clients with services that fit their 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
––

Website
300 North Bayshore Boulevard, San Mateo, CA 94401

Why choose this provider?

Hing Accountancy Corporation is a service provider located in San Mateo. Founded in 1972, the family-owned and family-operated public accounting practice serves small businesses and professionals in the area. Its accountants provide a range of services, including financial statement preparation, accounting software selection, audits, and financial analysis. They also help with choosing appropriate entity structures, informing clients of the implications of available options. Jim M. Hing, a CPA, took over the firm's operations in 1994. He holds a master's degree in taxation.

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
5.0 / 5 (5)
Google
3.7 / 5 (3)

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
1799 Old Bayshore Highway, Burlingame, CA 94010

Why choose this provider?

Amin Dean, CPA, leads a firm that builds on over two decades of experience to address the accounting concerns of San Mateo and nearby areas. Dean's firm performs taxation and accounting support as well as personalized consulting assistance for small businesses. Its accountants handle bookkeeping needs including the generation of financial reports for bank account reconciliation, payroll management, and tax filing. Dean has worked with clients in industries such as real estate, food and beverage, retail, and medicine.

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 (68)

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
1633 Old Bayshore Highway, Burlingame, CA 94010

Why choose this provider?

MC Accountancy Certified Public Accountant, Inc., provides a wide range of accounting and tax services to individuals and business owners in San Mateo, Burlingame, and nearby areas. Its accountants deliver small business accounting services, such as trial balance, bank and payroll reconciliation, profit and loss statement, and general ledger report. Additionally, they also assist in the tedious task of preparing and planning for taxes of individuals, businesses, estates, corporations, and partnerships. Moreover, they handle tax and education planning and out-of-state returns.

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 (6)
Yelp
5.0 / 5 (3)

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
1777 Borel Place, San Mateo, CA 94402

Why choose this provider?

Caplan & Wong CPAs, LLP, is an accounting business that has been catering to San Mateo and the surrounding areas since 1991. Its services include cash flow forecasting, general ledger preparation, litigation support, and payroll processing. In addition, the firm handles accounting software implementation, audits, business valuations, debt advising, and transaction negotiations. Robert Caplan, a managing partner at the company, has over 40 years of experience in the accounting industry. He is recognized by the American Institute of Certified Public Accountants.

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 (2)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
411 Borel Avenue, San Mateo, CA 94402

Why choose this provider?

Gilmore & Associates, LLP, helps individuals, businesses, and nonprofit organizations around San Mateo properly manage their financial operations. The accounting firm provides assistance to small businesses that seek help in generating income statements and balance sheets, reconciling their bank accounts, and maintaining their general ledgers. Gilmore & Associates also assists in tax return filing, QuickBooks services, and estate planning. The firm is owned by Kevin R. Gilmore, who has over four decades of experience in the accounting sector.

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
1650 Borel Place, San Mateo, CA 94402

Why choose this provider?

Crisafi, Pryor & Farquhar serves the accounting and tax needs of individuals, families, and businesses in San Mateo and the surrounding communities. Its list of services includes bookkeeping (monthly, quarterly, and annual), general ledger and financial statement presentation, accounting system setup for new businesses, and QuickBooks consulting. Additionally, it provides services like IRS representation, tax planning, tax preparation, business consulting, and assistance in buying and selling a business. Crisafi, Pryor & Farquhar was founded more than 75 years ago in San Francisco.

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.
3.8
Yelp
3.0 / 5 (5)
Google
5.0 / 5 (3)

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
430 Peninsula Avenue, San Mateo, CA 94401

Why choose this provider?

Christina Carter Tax Service is a locally-owned and operated accounting office in San Mateo, established in 1989. Christina specializes in tax and accounting and has been providing solutions for small business owners and individuals for over 30 years. As an accredited tax advisor, enrolled agent, and professional bookkeeper, she works with each client to provide concise accounting and tax services. Her tax services include general ledger and financial statement preparation, accounting system setup and support, QuickBooks set-up and training, and bookkeeping.

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.
4.3
Google
4.0 / 5 (22)
Yelp
5.0 / 5 (9)
Facebook
5.0 / 5 (3)

Website
1350 Old Bayshore Highway, Burlingame, CA 94010

Why choose this provider?

Harry K. Jeung, CPA, is a private accounting practice near San Mateo that specializes in accounting, bookkeeping, and tax preparation. The firm is headed by Harry Jeung, a CPA and taxation expert with over 25 years of accounting experience. It caters to small- and mid-size businesses and mid- to high-net-worth private clients. It deals with tax management, debt and personal finance advising, retirement planning, bookkeeping, and business formation. The firm also has QuickBook ProAdvisors who handle consultations involving the 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.
4.5
Google
4.5 / 5 (2)

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

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.