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Best Accountants in Thousand Oaks

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2023
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AlphaTax Tax Service - Wayne W. Smith, C.P.A. logo
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AlphaTax Tax Service - Wayne W. Smith, C.P.A.

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215 North Moorpark Road, Thousand Oaks, CA 91360

Business Description

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)

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
Andrew P. Dragotto, CPA logo
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Andrew P. Dragotto, CPA

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3717 Thousand Oaks Boulevard, Thousand Oaks, CA 91362

Business Description

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)
Barry Gilbert, CPA, EA logo
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Barry Gilbert, CPA, EA

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5655 Lindero Canyon Road, Westlake Village, CA 91362

Business Description

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)
David Reinus CPA, Inc. logo
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David Reinus CPA, Inc.

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2625 Townsgate Road, Thousand Oaks, CA 91361

Business Description

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
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
Deborah Morgan & Company logo
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Deborah Morgan & Company

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100 Thousand Oaks Boulevard, Thousand Oaks, CA 91360

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Feddersen & Company, LLP logo
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Feddersen & Company, LLP

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28632 Roadside Drive, Agoura Hills, CA 91301

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Fintegrity Group, P.C. logo
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Fintegrity Group, P.C.

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31300 Via Colinas, Westlake Village, CA 91362

Business Description

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
Fridman & Associates, Inc. logo
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Fridman & Associates, Inc.

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30700 Russell Ranch Road, Westlake Village, CA 91362

Business Description

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
Hinna Rajp, CPA logo
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Hinna Rajp, CPA

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1580 Valecroft Avenue, Westlake Village, CA 91361

Business Description

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
Jacobs & Jacobs logo
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Jacobs & Jacobs

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

Business Description

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)

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
Kevin Jester, CPA logo
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Kevin Jester, CPA

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43 South Skyline Drive, Thousand Oaks, CA 91362

Business Description

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Numberwise logo
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Numberwise

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360 Via Las Brisas, Newbury Park, CA 91320

Business Description

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)
Premier Tax & Finance logo
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Premier Tax & Finance

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223 E Thousand Oaks Boulevard, Thousand Oaks, CA 91360

Business Description

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Richard L. Nairin, CPA logo
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Richard L. Nairin, CPA

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Thousand Oaks, CA 91362

Business Description

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)

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
StarLite Tax Solutions logo
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StarLite Tax Solutions

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2625 Townsgate Rd., Ste 330, Westlake Village, CA 91361

Business Description

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
The SRA Group, Inc. logo
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The SRA Group, Inc.

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30300 Agoura Road, Agoura Hills, CA 91301

Business Description

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Thomas Dragotto logo
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Thomas Dragotto

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3717 Thousand Oaks Boulevard, Thousand Oaks, CA 91362

Business Description

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)
WES CPA - Westlake Village logo
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WES CPA - Westlake Village

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2945 Townsgate Road, Thousand Oaks, CA 91361

Business Description

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
Yelp
5.0 / 5 (4)
Google
5.0 / 5 (2)