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Best Accountants in Walnut Creek

2023

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Website
Walnut Creek, CA
  • File an EIN
  • Small Business Taxes
  • Start a Business
  • Income Taxes
  • Quarterly Estimated Taxes
  • Bookkeeping
  • Audit Defense
  • Tax Advisory
  • Payroll

Why choose this provider?

1-800Accountant was established in 1999. Operating in 50 states, the agency utilizes local talents and technology to deliver solutions to small businesses. Its accountants work with clients in Walnut Creek facing different situations, including company owners who need to catch up on their bookkeeping and those who are still in the early phase of building their business entities. They also provide year-round tax advice and audit defense services. The founders of 1-800Accountant have experience working in international accounting firms.

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: Schedule a free consultation today!

848-BookPro
Walnut Creek, CA

Why choose this provider?

Need help contacting a Accountant in Walnut Creek? 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
675 Ygnacio Valley Road Suite B211, Walnut Creek, CA 94596

Why choose this provider?

Patten & Co. CPA is an accounting firm that serves individuals, small businesses, startups, and exempt organizations in Walnut Creek and surrounding California areas. Founder Mike Patten has over 13 years of experience in public accounting and has worked for local, regional, and national public accounting firms. He has also handled audits of multinational companies and non-profit organizations. Mike and his team specialize in financial statement preparation, tax planning and compliance, auditing, accounting, estate and trust preparation, 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.
5.0
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
2950 Buskirk Avenue, Walnut Creek, CA 94597

Why choose this provider?

Michelle J. Matlin CPA provides personalized financial guidance to local individuals and businesses in Walnut Creek. For over 15 years, the firm's expertise ranges from basic tax management, accounting services, audits, financial statements, and financial planning. Its line of services includes QuickBooks accounting help and assistance, computer consulting, budgeting analysis, and payroll advisory services. The firm has a tax tool for a clear computation. Michelle Matlin runs the business, who has over 25 years of experience in public and corporate accounting.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
39 Quail Court, Walnut Creek, CA 94596

Why choose this provider?

Barcklay & Barcklay, CPA is a financial service provider proud to serve the residents of Walnut Creek, CA. The company's full list of services includes estate planning for individuals, tax preparation and planning, and support for clients implementing and using QuickBooks accounting software. The firm also supports businesses with services such as small business accounting, new business formation, and bookkeeping. By providing these back-office services, Barcklay & Barcklay lets clients focus on growing their own businesses. The company's professional affiliations include the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, and the Estate Planning Council of Diablo Valley.

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
1660 Olympic Boulevard, Walnut Creek, CA 94596

Why choose this provider?

Carol Keane & Associates, CPAs is an accountancy firm based in Walnut Creek. The company is proud of its more than 25-year history of offering exceptional services to its neighbors. The company's mission is to help clients grow their businesses while minimizing taxes, and its history in the area speaks for the firm's ability to make good on that mission. Individuals and small businesses alike benefit from the company's services, which include tax planning, income tax return preparation, and accounting. Firm founder and namesake Carol Keane is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the California Society 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.
3.0
Yelp
3.0 / 5 (17)

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
3075 Citrus Circle, Walnut Creek, CA 94598

Why choose this provider?

Consolidated Financial Center offers a comprehensive list of financial services to clients throughout the Walnut Creek, CA area. The company began in 1991 with a dedication to its three underlying principles of professionalism, responsiveness, and quality. By committing to these values in each client interaction, CFC believes it provides an experience that exceeds expectations for what a financial firm can offer. The company's full menu of financial services includes estate planning, tax preparation and planning, small business accounting, audits, reviews, compilations, cash flow management, succession planning, new business formation, and internal controls. CFC can also assist clients with selecting and implementing 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.
5.0
Yelp
5.0 / 5 (5)

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
801 Ygnacio Valley Road, Walnut Creek, CA 94596

Why choose this provider?

Anderson & Company offers a complete list of financial services focused on helping individuals and business make the most of their money while minimizing unnecessary expenses. This Walnut Creek, CA firm's services include personal financial planning and estate planning plus an array of business services that can assist businesses at various stages in the growth process. Anderson & Company's business services include payroll, part-time CFO services, cash flow management, bank financing, small business accounting, strategic business planning, succession planning, and a host of QuickBooks services for companies using this essential accounting software, from set-up to training and support.

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
1850 Mount Diablo Boulevard, Walnut Creek, CA 94596

Why choose this provider?

Elsberg & Garrett, LLP is an accounting firm that has been serving clients in various industries for more than 20 years. It caters to accounting and tax services, individual consulting, and business consulting services in Walnut Creek. It also offers audit representation, retirement planning, and estate and trust implementation. For businesses, it provides payroll, sales tax, and financial forecast and projection services. Elsberg & Garrett, LLP closely works with its clients to explore the issues and recommend solutions.

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
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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.