Expertise.com

Best Accountants in Thousand Oaks

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Accountants FAQs 〉

Providers

Last updated:

Website
Thousand Oaks, CA
  • Business Tax Preparation
  • Small Business Taxes
  • Tax Advisory
  • Accounting
  • Bookkeeping
  • Catch Up Bookkeeping

Why choose this provider?

1-800Accountant assigns local professionals to help small business owners in Thousand Oaks with their accounting needs. From the phase of entity structuring to yearly tax preparation and filing, the company guides clients as their circumstances evolve. Its team also offers bookkeeping solutions, including advisory and software. Additionally, the firm caters to taxpayers who are under IRS audit. 1-800Accountant was built in 1999 by veteran CPAs who wanted their firm to differ from traditional practices by combining tax planning with technology.

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

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 Business Tax Consultation

Website
Thousand Oaks, CA
  • Individual Tax
  • Audits
  • Business Taxes
  • Consulting
  • Accounting

Why choose this provider?

Dimov Tax Specialists serves individuals and businesses in Thousand Oaks and the surrounding metros. The full-service accounting firm tackles a range of assignments, from bookkeeping and accounts receivable and payable management to payroll processing and financial statement auditing. Its team offers consultation to clients regarding individual and business tax issues, mergers and acquisitions, audit defense, and private equity fund accounting. Dimov Tax Specialists' client base includes Fortune 500 companies such as Google, Cisco, JPMorgan, Uber, 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
Google
5.0 / 5 (304)
Facebook
5.0 / 5 (42)
Yelp
5.0 / 5 (9)

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

Website
Thousand Oaks, CA 91362

Why choose this provider?

Richard L. Nairin, CPA is a financial services firm in Thousand Oaks, California that places integrity at the core of its business practices. The company boasts a high client retention rate and high-quality services that backed by membership in the American Institute of Certified Public Accountants and the national ElderCare Matters Alliance. Richard L. Nairin is also registered with the National Directory of Tax Professionals. The company is a QuickBooks ProAdvisor and is happy to guide clients through the process of transferring their bookkeeping to this vital software solution. Other services include accounting software selection and implementation, audits, reviews, compilations, bookkeeping, business consulting, business entity selection, estate and trust tax preparation, financial statements, and IRS representation.

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.
4.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)
Yelp
1.0 / 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
2625 Townsgate Rd., Ste 330, Westlake Village, CA 91361

Why choose this provider?

Located in Thousand Oaks, StarLite Tax Solutions is an accounting firm that assists clients in various areas of taxation. It helps small business owners reduce their taxes by creating IRS-approved and court-tested legal strategies. Its tax planning solutions aid in maximizing savings and deductions from passive activities. StarLite Tax Solutions' president and co-founder Luba Milgram has been in the tax industry since 2002. She is an IRS Enrolled Agent, CTC, CTP, NTPI fellow, and CDFA. Luba is a member of the AICTP, TMN, and AICPA.

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 (15)
Google
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5655 Lindero Canyon Road, Westlake Village, CA 91362

Why choose this provider?

Barry Gilbert, CPA, EA, is a firm that handles personal and commercial tax and accounting needs. Barry Gilbert is a certified public accountant who previously worked as a government tax auditor and collector. He provides tax planning services to individuals and business owners in Thousand Oaks so that they can lower their tax liabilities. As an enrolled agent, he can also represent clients before the IRS during audits. Additionally, Gilbert offers business consulting services, including profit and strategic planning and information systems evaluation.

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 (12)
Google
5.0 / 5 (3)

Website
28632 Roadside Drive, Agoura Hills, CA 91301

Why choose this provider?

Founded in 1957, Feddersen & Company, LLP, is an Agoura Hills accounting firm serving individuals and businesses in Thousand Oaks since 1957. With almost 100 years of combined experience among its five partners, the company offers fully integrated services such as financial projections and forecasts, payroll and accounting services, and IRS representation. The company also assists clients with mergers, acquisitions, and sales. Steve McNulty has been working as a partner for the firm for almost four decades.

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 (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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
360 Via Las Brisas, Newbury Park, CA 91320

Why choose this provider?

Numberwise renders accounting services in Thousand Oaks and the surrounding areas. It utilizes online accounting programs like Xero to help businesses. The accounting firm also handles bookkeeping functions, such as budgeting, determining key financial ratios, and formulating business growth strategies. Additionally, its staff analyzes income statements, cleans up balance sheet errors, sets up financial reports, and processes payrolls. Numberwise also performs tax planning and compliance assistance as well as financial advisory services. Founder Andy Smith has been a CPA since 2004.

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 (4)
Facebook
5.0 / 5 (2)

Website
43 South Skyline Drive, Thousand Oaks, CA 91362

Why choose this provider?

Kevin Jester Certified Public Accountant is a financial services firm that is proud to help its neighbors in the Ventura and Los Angeles County areas with high-quality tax and accounting services, just as it has since it began in 1992. The company has a wide client base to which it caters services, and clients come from the individual and business sectors. Kevin Jester specializes in small to medium-sized businesses, and the company's business services include financial statement preparation, corporate tax preparation and planning, management advisory services, forensic accounting, and bookkeeping services such as payroll and sales tax 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 (1)
Yelp
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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
30700 Russell Ranch Road, Westlake Village, CA 91362

Why choose this provider?

Fridman & Associates, Inc., is an accounting firm serving clients in Thousand Oaks. It specializes in tax planning compliance, business advisory, and tax provision calculations. It also offers several services for individuals, such as elder care, retirement, estate, and personal financial planning. Its founder and owner, Gustavo Fridman, has been resolving the tax reporting issues of his clients for more than 15 years. Fridman is also experienced in the airline industry and is fluent in English, Hebrew, and Spanish.

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 (16)

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
2625 Townsgate Road, Thousand Oaks, CA 91361

Why choose this provider?

David Reinus CPA, Inc. is a Thousand Oaks, CA certified public accounting firm with membership in the American Institute of Certified Public Accountants and Accountant Finder Network. The company is a certified ProAdvisor when it comes to QuickBooks, and David Reinus' team is more than happy to help clients set up and train on this all-important bookkeeping software solution. Firm founder David Reinus takes pride in answering clients questions and explaining complex financial information in a way that informs clients and empowers them to make financial decisions that truly make sense for them. The company offers services for businesses and individuals.

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 (26)
Yelp
5.0 / 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

Website
30300 Agoura Road, Agoura Hills, CA 91301

Why choose this provider?

The SRA Group, Inc. is a financial service company based in Agoura Hills, CA. The company offers services to businesses as well as individuals. The SRA Group's services for individuals include estate planning as well as help with lifetime family wealth transfers, living wills and trusts, leaving money to charities, preparation for estate and trust tax problems, and family partnerships and other business relationships. The company offers QuickBooks set-up and training services to clients who are not already versed in this essential bookkeeping software. The SRA Group's other business services all include unlimited consultations in the price of service.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1580 Valecroft Avenue, Westlake Village, CA 91361

Why choose this provider?

Hinna Rajp, CPA is a firm that serves Thousand Oaks clients with their accounting and taxation needs. It handles tax planning and preparation where it assures that credits, deductions, and income are accounted correctly. The firm also provides business services such as management, financial planning, and business tax preparation. The team was established by Hinna Rajp in 2014. She has more than 20 years of financial and tax industry experience, and she held various positions in at least 7 different companies in her professional life.

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 (10)
Facebook
5.0 / 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

Website
2945 Townsgate Road, Thousand Oaks, CA 91361

Why choose this provider?

William Sweeney CPA is proud to offer financial services to clients throughout the Thousand Oaks, California area and beyond, including Westlake Village. The company does not skimp on the services it provides, and William Sweeney's complete service menu includes services include accounting, tax preparation and planning, tax consultation, business formations, bookkeeping, and many income tax services. Owner William “Bill” Sweeney was born and raised in Ventura County, beginning his accounting career in high school before graduating from Cal State Northridge with a Bachelor of Science in Accountancy. He is proud to return to his roots and bring his accounting experience to his hometown.

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

Website
3717 Thousand Oaks Boulevard, Thousand Oaks, CA 91362

Why choose this provider?

Andrew P. Dragotto, CPA, has a comprehensive accounting firm located in Thousand Oaks. He works with businesses and individuals and provides tax and accounting services such as tax planning, tax return preparation, bookkeeping, and payroll management. He also offers consultancy services and wealth management solutions. Other services include retirement planning and company formation. Andrew's training in tax and accounting came from his father, who has more than four decades of industry experience. He is also a QuickBooks Certified ProAdvisor.

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 (20)

Website
223 E Thousand Oaks Boulevard, Thousand Oaks, CA 91360

Why choose this provider?

Founded in Thousand Oaks, Premier Tax & Finance serves the surrounding communities with financial guidance services. The firm brings in 20 years of experience in finance, financial management, and corporate structuring. It provides clients with bookkeeping and accounting services, as well as consultation for individuals, start-up businesses, and organizations. Its team also helps clients with their tax planning by suggesting tax-saving strategies. The services they offer also include bookkeeping review, financial statement preparation, and Quickbooks.

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.
4.0
Yelp
4.0 / 5 (31)
Google
4.0 / 5 (21)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
3717 Thousand Oaks Boulevard, Thousand Oaks, CA 91362

Why choose this provider?

Thomas Dragotto is a certified public accountant who serves the Thousand Oaks community. He acquired his license in 1978 and has since provided tax, bookkeeping, and accounting solutions for individuals and business owners. His services include tax planning and preparation, personal financial statements, and personal CFO service. He also assists with cash flow management, financial forecast and projection, and bank financing support for businesses. Additionally, Dragotto assists clients who are having problems with IRS audits.

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 (1)

Website
215 North Moorpark Road, Thousand Oaks, CA 91360

Why choose this provider?

AlphaTax Tax Service, Wayne W. Smith, C.P.A. is an accounting firm in Thousand Oaks that has been serving individuals and businesses throughout the Conejo Valley for more than 30 years. The firm specializes in a wide range of services, including accounting services, personal and business tax income, management advisory services, payroll solutions, employee benefits, pension, and profit-sharing plans. The company also provides estate and trust planning, tax preparation, IRS representation, financial and retirement planning, and cash flow and budgeting analysis, bookkeeping write-up, and business valuation.

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.
4.0
Google
4.0 / 5 (4)
Yelp
4.0 / 5 (4)

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
31300 Via Colinas, Westlake Village, CA 91362

Why choose this provider?

Founded as Joyce Brykman CPA over 35 years ago, Fintegrity Group, P.C., has been serving the accounting needs of Thousand Oaks. It provides companies of all sizes and individuals with bookkeeping, payroll, inventory management, and QuickBooks assistance. Additionally, its accountants handle taxation, from tax preparation and tax planning to IRS representation. Business owners can also hire them for consulting services. Yoel Kopeliovich, its president, held various corporate roles in accounting and finance for over two decades before leading Fintegrity Group.

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 (4)

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
100 Thousand Oaks Boulevard, Thousand Oaks, CA 91360

Why choose this provider?

Deborah Morgan & Company is a full-service accounting firm operating in Thousand Oaks. It offers a wide range of accounting and bookkeeping services to individuals and businesses, including general ledger and financial statement preparation, accounting system setup, payroll processing, and personal financial statements. Additionally, tax and consulting services are also available. The firm's owner, Deborah A. Morgan, is a CPA with more than 25 years of industry experience. She authored many books and is available for speaking engagements and workshops.

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
Facebook
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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
455 E. Thousand Oaks Blvd. Suite 101, Thousand Oaks, CA 91360

Why choose this provider?

Jacobs & Jacobs is an accounting firm serving Thousand Oaks and the neighboring areas for more than 77 years. It offers individual services such as estate planning and personal financial planning. Business clients can take advantage of various cash flow management, accounting, payroll, and business planning services. Jacobs & Jacobs also offers assistance with QuickBooks setup and training. Additionally, the firm offers estate and trust services, providing powers of attorney for financial matters, money management, and estate planning and preservation.

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 (9)
Yelp
4.5 / 5 (9)

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

Frequently Asked Questions

  • 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.