Best Accountants in San Rafael

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.

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.

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.

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.

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.

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.

Notti & Company, LLP, has been providing accounting services to San Rafael since 1977. Its team of accountants specializes in financial and tax services, such as tax compliance, tax planning, and audits. It also represents clients before authorities to help them with their tax needs. The accounting firm's other services include strategic business planning, entity formation, business succession planning, and outside CFO services. One of its partners, Nick Notti, has been practicing accounting for over 20 years.

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.

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.