Laurels

Best Accountants in Walnut Creek
2022

A & L CPA Group

A & L CPA Group

A & L CPA Group is a licensed, full-service CPA firm in Walnut Creek, CA. The company aims to help a broad range of clients, including business owners, executives, and independent professionals. A & L CPA Group prides itself on offering financial services that are affordable, come back with years of experience in the industry, and delivered by friendly professionals. A & L has a full menu of back-office business services to assist small businesses with start-up and scaling up for growth. These services include new business formation, part-time CFO services, payroll, internal controls, business valuation, and succession planning.

Walnut Creek, CA 94596

Website

Website
Anderson & Company

Anderson & Company

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.

801 Ygnacio Valley Road
Walnut Creek, CA 94596

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Barcklay & Barcklay

Barcklay & Barcklay

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.

39 Quail Court
Walnut Creek, CA 94596

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Buckley Patchen

Buckley Patchen

Buckley Patchen Riemann & Hall is an accountancy corporation based in Walnut Creek, CA. The firm is dedicated to responsiveness, making sure every client feels heard by Buckley Patchen's team and is kept up to date with frequent communication regarding their case. Buckley Patchen Riemann & Hall's full menu of financial services includes estate planning for individuals, tax preparation and planning, and a host of QuickBooks services from set-up to training and support. Buckley Patchen Riemann & Hall also supports businesses with services such as small business accounting, audits, reviews, compilations, cash flow management, succession planning, new business formation, and internal controls.

2890 North Main Street
Walnut Creek, CA 94597

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Carol Keane & Associates

Carol Keane & Associates

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.

1660 Olympic Boulevard
Walnut Creek, CA 94596

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Consolidated Financial Center

Consolidated Financial Center

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.

3075 Citrus Circle
Walnut Creek, CA 94598

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Elsberg & Garrett, LLP

Elsberg & Garrett, LLP

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.

1850 Mount Diablo Boulevard
Walnut Creek, CA 94596

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

EMD Accounting, Inc.

EMD Accounting, Inc.

EMD Accounting, Inc. is a financial firm that began in 2011 as Emmy Dee’s QuickBooks Solutions. Since then, owner Margarita Duran rebranded the business to reflect her interest in the field of taxes. Margarita reads and engages in as much data and research as she can consume in the service of providing her customers the most current and efficient financial services available in the industry. Since QuickBooks services form the company's roots, EMD still offers help with accounting software selection and implementation. Other services at EMD include payroll, bookkeeping, IRS representation, business consulting, financial analysis, and tax preparation and planning.

Walnut Creek, CA 94596

Website

Website
Michelle J. Matlin, CPA

Michelle J. Matlin, CPA

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.

2950 Buskirk Avenue
Walnut Creek, CA 94597

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Morello Accounting Group

Morello Accounting Group

Morello Accounting Group offers financial services that cover the needs of a diverse group of clients. The company specializes in providing catch up, clean up, training, accounting, and bookkeeping services using the QuickBooks accounting software. Morello Accounting Group is an Advanced Certified QuickBooks ProAdvisor and a Certified QuickBooks ProAdvisor for the software's Pro, Premier, Enterprise, and Online services. All of Morello's service comes with a promise of the kind of promptness, courtesy, and professionalism that leads to maximal client satisfaction. Morello Accounting Group has 20 years of experience in the financial industry and has an A+ rating with the Better Business Bureau.

Walnut Creek, CA 94596

Website

Website
Patten & Co. CPA

Patten & Co. CPA

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.

675 Ygnacio Valley Road Suite B211
Walnut Creek, CA 94596

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Schoenholz & Associates

Schoenholz & Associates

Schoenholz & Associates is a team of Certified Public Accountants who dedicate themselves to the values of integrity, expertise, timing, and creativity. The company believes it is the commitment to these qualities that sets Schoenholz & Associates apart from other accounting firms. Company founder Mike Schoenholz has experience practicing in the Bay Area's financial services industry since 1982, and the firm has only grown as more businesses in California notice the difference in quality Schoenholz & Associates offers. The company's complete menu of services includes general accounting, the preparation of financial statements, consulting services, estate planning, and tax planning, including legally minimizing tax liability.

1350 Treat Boulevard
Walnut Creek, CA 94597

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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