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Best Accountants
in San Rafael

Why These Accountants?

Our goal is to connect people with the best local experts. We scored accountants on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best accountants in San Rafael, CA.

Reviewed Curated Top Picks 29 24 17

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

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Abacus Tax Services

Abacus Tax Services is a firm with enrolled agent status located in Mill Valley and serving the surrounding area of Marin County and the San Francisco Bay region. The company specializes in various aspects of small business accounting, helping clients with bank reconciliation, bookkeeping, and financial statement preparation. It also assists with QuickBooks setup and trains clients on how to get the most from the program. Many small business clients choose to outsource their payroll services through Abacus Tax Services as well to avoid penalties associated with payroll tax calculation errors and missed filing deadlines and spend more time focusing on their operations.

Mill Valley, CA (415) 388-5268


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Beryl Business Solutions

Beryl Business Solutions is a multi-service financial firm located in San Rafael and serving the surrounding communities of Marin County and the San Francisco Bay Area. Owner Beryl Slavov has more than 18 years of professional experience as an attorney, real estate broker, and certified financial planner. Her intention with BBS is a one-stop business solution for private companies (large to small) as well as nonprofit organizations, individuals/families, and startups. The accounting side offers payroll services, bookkeeping, business advisory experience, tax preparation/planning, and assistance with sales taxes and 1099 employees. It also provides insurance support and legal services.

San Rafael, CA (415) 448-5455


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Bridgewater offers CPA solutions for businesses and individuals in San Rafael and the surrounding region, which includes all of Marin County and the San Francisco Bay Area. The senior management team consists of Sheri Neuman, CPA, BRE, and Ryan Neuman, a financial planner, and business consultant. Sheri’s focus is on small- and medium-sized businesses, handling their accounting, tax, consulting and advisory service needs. She has worked with a variety of industries including real estate, manufacturing, medical services, restaurants, and wineries. Ryan helps companies grow through arranging of financing, planning for internal growth, and business acquisitions. He is a graduate of Sonoma State University.

San Rafael, CA (415) 528-5400


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Chiao, Smith, McMullin + McGuire

Chiao, Smith, McMullin + McGuire is a firm of certified public accountants in San Rafael that serves the city as well as surrounding communities of Marin County. The company has more than a decade of combined experience in complex areas of accounting such as taxes, estate planning, and new business formation. Clients have used CSM+M with help in determining accurate business valuations as well as in succession planning to ensure that a company has the tools necessary to continue after current leadership retires or steps away. The firm also aids with payroll management and part-time CFO work, and they can help businesses with cash flow management challenges.

San Rafael, CA (415) 499-1883


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Elsener & Elsener, LLP

Elsener & Elsener, LLP is a long-established firm of certified public accountants that formed in 1984. It has more than three decades of experience assisting businesses and individuals from all revenue levels and walks of life. It works out of Sausalito and serves the Greater Marin County region and San Francisco Bay Area. Client services include but are not limited to estate planning, business entity selection, retirement planning, and audit services. Clients also utilize Elsener & Elsener for bookkeeping, financial statement preparation, and forecasts/projections. Through the firm’s fraud and detection services, it can determine the severity of fiscal loss and illegal accounting actions.

Sausalito, CA (415) 331-0201


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Francine Prophet, CPA

Francine Prophet, CPA is a certified public accountant working out of the Sausalito region and serving individuals and businesses in the surrounding communities of Marin County and the San Francisco Bay Area. Francine has several years of professional training and experience, and clients often utilize her firm for small business accounting, bank financing options, strategic business planning, and new business formation. Prophet also works with nonprofit organizations and tax issues such as past-due taxes, liens, seizures, wage garnishments, and IRS payment plans. Clients, both business and individual, benefit from Prophet’s background in business strategy, life event planning, and investing.

Sausalito, CA (415) 541-4990


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H. Jakobsen & Co.

H. Jakobsen & Co. is the outsourced accounting management firm of Heidi Jakobsen, CPA, who has more than two decades of experience in public and private accounting. Her experience includes a tenure at Deloitte & Touche in the areas of audit and taxation. She has first-hand experience in various aspects of the entertainment industry, including TV/film production and music. She has worked with landscape designers, family-owned businesses, consultants, and real estate professionals as well. Clients have credited Heidi for streamlining their financial practices and allowing better focus on their core missions. The firm offers management reporting, accounting/bookkeeping, business management, and consulting. It also is a certified QuickBooks ProAdvisor.

Kentfield, CA (415) 453-4276


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IWB & Co. Certified Public Accountancy

IWB & Co. Certified Public Accountancy is a firm that specializes in tax services for individuals and businesses as well as bookkeeping. The company operates out of Mill Valley and serves clients in the surrounding communities of Marin County and the San Francisco Bay Area. Clients have utilized it for audit representation as well as assistance with IRS liens and levies, wage garnishments, and seizures. It also supports clients in bankruptcy filings. Owner Irving William Bernstein, CPA graduated from the Bernard M. Baruch School of Business Administration of the City University of New York in 1965. He has more than five decades of professional training and experience.

Mill Valley, CA (415) 389-8500


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James H. Moseley, CPA

James H. Moseley, CPA serves businesses in the Marin County and San Francisco Bay Areas. Moseley launched the firm in 2001, and it has focused on tax and accounting needs for small and medium-sized businesses, ensuring that companies stay in compliance with tax authorities while minimizing tax liabilities. Areas of specialization include but are not limited to bookkeeping throughout the year, annual and quarterly tax preparation and consultation, federal/state tax representation in the event of audits and reviews, and assistance with Offer in Compromise and installment agreements. Moseley works out of Mill Valley, and he is an active member of the community.

Mill Valley, CA (415) 388-7457


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Kranenburg Certified Public Accountants

Kranenburg Certified Public Accountants is a firm in San Rafael that serves clients in the San Francisco Bay Area. Partners Christina S. Kranenburg, CPA, and Christina S. Kranenburg, CPA, have more than a half-century of combined experience in individual, nonprofit, and business matters. Both are graduates of Stanford University. Former associations include KPMG Peat Marwick, Price Waterhouse, and Smith Barney. They are members of the California Society of Certified Public Accountants and serve on the boards of various nonprofits and for-profit organizations throughout the region. The firm provides monthly, quarterly, and annual bookkeeping, tax planning and preparation, and financial forecasts/projections, among other services.

San Rafael, CA (415) 479-3863


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Lawrence G. Jacobsen, CPA

Lawrence G. Jacobsen, CPA has practiced in the San Francisco Bay Area since 1979. He has more than three decades of experience serving the accounting, bookkeeping, and tax needs of individuals and businesses. He is a graduate of the University of California-Berkeley and earned his MBA in Taxation from Golden Gate University in San Francisco. Areas of practice include but are not limited to individual tax minimization, multi-state returns, real estate transactions, payroll services, and tax credit utilization. He also can assist with stock option compensation and depreciation, and he represents clients in the event of an IRS audit. Individuals often utilize him for estate and gift planning.

San Rafael, CA (415) 457-2448


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Marin Tax CPA

Marin Tax CPA is the firm of certified public accountant Melanie J. Shaw. She has served clients in Mill Valley, Novato, and the surrounding communities of Marin County for several years. Clients have credited her with being able to simplify complex tax matters and demonstrate a positive, upbeat attitude that helps to relieve stress when dealing with the Internal Revenue Service. Shaw earned her CPA in 2004, and she has more than a decade of experience in practice. She is a graduate of the Santa Clara University Accounting Certification Program, University of California-Berkeley, and Massachusetts Institute of Technology. In addition to her current practice, she has worked for firms in Hawaii and Japan.

Mill Valley, CA (415) 599-6411


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Notti & Company, LLP

Notti & Company, LLP is a firm of certified public accountants located in San Rafael and serving clients in the city and surrounding communities of Marin County and the San Francisco Bay Area. It opened in 1977, and it has more than four decades of experience offering professional services such as assisting businesses with tax compliance and planning as well as accounting and advisory services. Managing partner Nick Notti is a graduate of Cal Poly-San Luis Obispo, and he earned his master's in taxation from the University of Alabama. The principals offer representation with audits, reviews, and compilations, and they can assist companies in selecting the best business entity distinction while providing outside CFO services, strategic business and succession planning.

San Rafael, CA (415) 256-8301


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Pacific Crest Group

Pacific Crest Group is an accounting firm that specializes in financial services for businesses that make between $2-20 million in revenue and are looking for ways to grow. Co-founders Franka Winchester and TJ Van Voorhees work with a highly-qualified team of accounting and HR professionals, who possess more than a century of combined experience. On the human resources side, PCG helps with consulting, recruiting, employee development, and legal compliance. On the accounting, they provide CFO services, bookkeeping, and startup accounting. Their team has helped manage thousands of employees and hundreds of millions of dollars for some of the area’s most successful companies.

San Rafael, CA (415) 461-2586


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Richard Chinlund, CPA

Richard Chinlund, CPA is a tax service and bookkeeping professional working out of San Rafael and serving clients in the surrounding communities of Marin County and the San Francisco Bay Area. He is a member in good standing with the American Institute of Certified Public Accountants, and his firm has attained accreditation with the Better Business Bureau. Additionally, he is a certified ProAdvisor for Intuit’s QuickBooks program. Chinlund has more than four decades of experience, having passed the CPA exam in 1973. Areas of specialization include but are not limited to audit representation, innocent spouse relief, bankruptcy, and Offer in Compromise.

San Rafael, CA (415) 526-3686


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Robert Brownstein, CPA

Robert Brownstein, CPA is a Philadelphia transplant who has worked in the accounting industry for more than 25 years serving individuals and small businesses. For much of his career, he has worked in Marin County. He possesses an MBA from Temple University, and his professional experience includes audit work for Grant Thornton, taxes for Price Waterhouse Coopers, and the national real estate development company LCorp hired him as a Tax Manager. Most of his clients hail from Northern California, but he also serves clients in Europe, South America, and Australia. Brownstein is a member of the California State Board of Accountancy.

San Rafael, CA (415) 453-6742


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Smith & Company

Smith & Company is a firm of certified public accountants located in the San Francisco Bay Area that has several years of experience serving the needs of businesses and individuals throughout San Rafael. On the business side, it assists with tax planning, compliance, and preparation, with litigation support and representation on audit matters with both state and federal authorities. Smith & Company has helped in the buying and selling of businesses as well as with the entity selection process, and it provides monthly, quarterly, and annual bookkeeping. On the personal side, clients have utilized it for tax planning and preparation and divorce/support issues.

San Rafael, CA (415) 458-5100


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