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Top Accounting Firms in Palo Alto

Ratings Updated: April 25, 2026

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Featured

What are Featured Providers?
Hiline

5.0 3 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves Palo Alto, United States

Services provided

40% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% HR Outsourcing +1 service

10% Back Office Outsourcing

Hiline is an accounting services firm specializing in bookkeeping, tax preparation, and fractional CFO services. Clients consistently praise their proactive approach, high responsiveness, and on-time delivery, with 100% of reviewers highlighting their excellent project management and cultural fit. Additionally, their expertise in e-commerce and comprehensive services, including HR management, make them a preferred choice for businesses.

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Reviews mention Great project management
Clients have consistently praised Hiline for their excellent project management capabilities. One client highlighted their ability to deliver on time and maintain effective communication through various channels, including virtual meetings and messaging apps. The proactive approach of Hiline was particularly noted as impressive, contributing to efficient tax return filings and overall project success. Overall, the sentiment regarding their project management is overwhelmingly positive, with no areas for improvement identified by clients.

Accounting for Code Scanning Company

5.0 Feb 18, 2026

Hiline's project management was excellent; they delivered on time. We communicated via virtual meetings, emails, and messaging apps.
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2 of 2 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Code Scanning Company
5.0 — Hiline provided tax compliance services for a code scanning company. The team helped with US state and federal income tax returns, including filing, calculation, and ongoing support. Read more
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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Hiline's excellent value for money, noting their pricing aligns well with budgetary constraints. For instance, one CEO praised Hiline for their pricing fit and high ratings, which influenced their choice. Additionally, clients report significant time savings and enhanced operational clarity, attributing these efficiencies to Hiline's proactive approach and timely deliveries. Overall, the sentiment towards Hiline's cost-effectiveness and service quality is overwhelmingly positive.
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$495 Bookkeeping - automated finances $1,395 Bookkeeping Plus for growing companies $2,895 Controller Services for future-focused operations

Core Accounting Services
Hiline's Core Accounting Services deliver expert financial operations with dedicated bookkeeping teams, daily transaction management, and custom reporting. We handle your financial foundation so you can focus on growing your business.
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CoCountant

4.9 12 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves Palo Alto, United States

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

CoCountant is an accounting services firm providing comprehensive bookkeeping, financial reporting, and controller-level oversight. Across reviews, clients praise their reliability, attention to detail, and ability to consistently meet deadlines, with 100% of feedback highlighting timely project management and high-quality consultation. Their services, including bookkeeping, tax preparation, and financial statement preparation, are tailored for various business needs, ensuring audit readiness and enhanced financial visibility.

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3 of 4 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Tax Filing Services for SaaS Data Company
5.0 — CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax Read more
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Industry Experience

CoCountant has demonstrated expertise in various industries, including Telecommunications, Information Technology, Healthtech, Non-profit, and other sectors. Clients commend them for their reliable bookkeeping, timely financial reporting, and strategic insights. In Telecommunications, they excelled in monthly bookkeeping and consultation; in IT, they provided thorough financial management; in Healthtech and Non-profits, they gained praise for improving financial visibility and reducing workloads. Overall, sentiment is highly positive across these sectors, highlighting CoCountant's value in enhancing financial operations.
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Non-profit Software Healthcare Information technology Telecommunications

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with CoCountant's pricing, noting it fits their budgets and offers excellent value for the services provided. One client highlighted that the 'cost for the value is awesome,' while another emphasized 'competitive pricing' and the 'strong value of services offered.' Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients affirming that CoCountant delivers high-quality work relative to its pricing.
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Coral Gables, Florida (1) North Charleston, South Carolina (1) South Houston, Texas (1) Somerset, New Jersey (1) Boston, Massachusetts (1)

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1-800Accountant

4.5 31 reviews
Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

Serves Palo Alto, United States

Services provided

100% Accounting

1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.

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Industry Experience

1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.
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Wellness & Fitness Healthcare Transportation Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (5)

What Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.
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More responsive than most other service providers

1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Hattiesburg, Mississippi (1) Monroe, Michigan (1) Albany, United States (1) Two Harbors, Minnesota (1) Afton, Wyoming (1)

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George Dimov, CPA

4.8 31 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves Palo Alto, United States

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting services firm specializing in tax preparation, bookkeeping, payroll, and financial advisory. Reviews highlight an impressive 100% positive feedback for their professionalism, responsiveness, and timely delivery. Notably, 88% of reviewers commend their ability to address complex financial situations and provide tailored recommendations, showcasing their expertise in financial reporting and tax filing.

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Reviews mention Easy to work with
Clients consistently highlight the ease of collaboration with George Dimov, CPA, praising their responsiveness and supportive nature. One client noted, "It's impressive how easy it is to work with George Dimov, CPA and how supportive and knowledgeable they are." Another remarked on the healthy communication flow, stating that it is "very easy to work with George Dimov CPA." Overall, the sentiment reflects a strong appreciation for their professionalism and reliability in addressing financial needs.

Accounting, Bookkeeping & Tax Filing for SEO Services Co

5.0 Jul 12, 2024

It's impressive how easy it is to work with George Dimov, CPA and how supportive and knowledgeable they are. Any questions or concerns I had about taxes or accounting, they had answers to.
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Accounting for Financial Management Company

5.0 Apr 12, 2021

It is very easy to work with George Dimov CPA. Communication flow is healthy, reliable, and solution-orientated. They provide many avenues of communication and are easy to contact and quick to respond.
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3 of 3 reviews are 5 stars

3 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 3 times in the past 6 months
Recent client reviews for George Dimov, CPA reflect a high level of satisfaction with their services, particularly in tax preparation and auditing. Clients praised the team's professionalism, attention to detail, and effective communication. Notably, one client highlighted significant tax savings due to strategic advice, while another commended the smooth audit process and actionable insights. Overall, clients found the firm reliable and responsive, although a few suggested improvements in communication efficiency.
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13 of 14 Accounting reviews are 5 stars

3 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read more
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Industry Experience

George Dimov, CPA has demonstrated expertise across diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.
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Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketing

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Schneider Jr Edward J CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

80% Accounting

20% Business Consulting

Schneider Jr Edward J CPA is an Accounting company. Their small team is based in Stockton, California. Their team provides Accounting and Business Consulting.
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Lopez Tax Service

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Salinas, CA

Services provided

40% Accounting

60% Business Consulting

Lopez Tax Service is a Business Consulting company located in Salinas, California. They focus on Business Consulting and Accounting.
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What are Featured Providers?

Clarity Tax Group & CPA's

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Serves Palo Alto, United States

Services provided

25% Accounting

25% Business Consulting

25% Financial Advising & Planning +1 service

25% Financial Consulting

Clarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.

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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read more
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Industry Experience

Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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Construction

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.
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indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves Palo Alto, United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.

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Reviews mention Efficient
The feedback regarding inDinero's efficiency is overwhelmingly positive, with clients noting their ability to streamline complex processes effectively. One client highlighted the significant reduction of multiple QuickBooks Online accounts to just one, demonstrating exceptional organizational skills. Additionally, the prompt communication and responsiveness from team members, specifically Brittany and Carla, were praised, emphasizing a commitment to timely project delivery and client satisfaction. Overall, clients experienced a high level of efficiency and effective problem-solving throughout their engagements.

Accrual Accounting Services for Food Service Management Co

5.0 Sep 6, 2023

The project management was very efficient and great communication by Brittany and Carla. They are very thoughtful, consider how you want things done, and find good solutions to make that happen that is beneficial to everyone involved. Brittany especially is very good at this.
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Industry Experience

Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software

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More responsive than most other service providers

indinero is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

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2 of 2 Palo Alto-based reviews are 5 stars

1 Palo Alto-based review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost for Accounting services in Palo Alto

Accounting project highlight

Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read more
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Tolkan & Ito, CPAs

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Monterey, CA

Services provided

100% Accounting

Tolkan & Ito, CPAs is an Accounting company established in 2018. The company provides Accounting.
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Brecher and Choate Business Advisors, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

75% Accounting

25% Business Consulting

Brecher and Choate Business Advisors, LLC is an Accounting company. They are based in Stockton, California and have small team. Their services include Accounting and Business Consulting.
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Balanced Business Group

Not yet reviewed

Undisclosed

$50 - $99 / hr

10 - 49

Napa, CA

Services provided

50% Accounting

20% Business Consulting

20% Fractional CFO Services +1 service

10% HR Outsourcing

Balanced Business Group is an Accounting company. Their small team is in Napa, California. Their services include Accounting and Business Consulting.
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Stevens, Sloan & Shah CPAs

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Salinas, CA

Services provided

85% Accounting

15% Business Consulting

Stevens, Sloan & Shah CPAs is a small Accounting company. Founded in 1948, the team provides Accounting and Business Consulting.
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Atherton & Associates, LLP. Tax, Assurance & Con

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Modesto, CA

Services provided

100% Accounting

Atherton & Associates, LLP. Tax, Assurance & Con is an Accounting company established in 1925. The team specializes in Accounting and is based in Modesto, California.
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Melendez Enterprises

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

100% Accounting

Headquartered in Stockton, California, Melendez Enterprises is a small Accounting company. The team offers Accounting.
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Fiesta Auto Insurance & Tax Service

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

100% Accounting

Accounting company Fiesta Auto Insurance & Tax Service was launched in 2011. The firm provides Accounting.
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Leiba & Bowers, CPAs

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

75% Accounting

25% Business Consulting

Accounting company Leiba & Bowers, CPAs offers Accounting and Business Consulting. They were launched in 1951.
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Bestolarides Ted H CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

65% Accounting

35% Business Consulting

In Stockton, California, Bestolarides Ted H CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
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Singular Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sonoma, CA

Services provided

100% Accounting

Singular Accounting is an Accounting company. Their small team is in Sonoma, California and provides Accounting. The firm was founded in 2015.
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A 4 Able Tax Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

100% Accounting

A 4 Able Tax Services is an Accounting company. Their small team is headquartered in Stockton, California. Their team offers Accounting.
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Butterfield and Co CPAs, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

60% Accounting

20% Business Consulting

20% Commercial Financing

Small Accounting company Butterfield and Co CPAs, Inc., is based in Stockton, California. The team specializes in Accounting and Commercial Financing.
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Grace Dougan Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Novato, CA

Services provided

40% Accounting

60% Business Consulting

Founded in 2010, Grace Dougan Consulting is a Business Consulting company. Their team focuses on Business Consulting and Accounting.
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VG Capital Financial Services LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

60% Accounting

40% Commercial Financing

VG Capital Financial Services LLC is a small Accounting company based in Stockton, California. The team focuses on Accounting and Commercial Financing.
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BEELS SOPER LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Petaluma, CA

Services provided

70% Accounting

30% Business Consulting

BEELS SOPER LLP is an Accounting company. The Petaluma, California-based team focuses on Accounting and Business Consulting.
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Goldstrand Planning Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

60% Accounting

30% Business Consulting

10% Financial Consulting

Headquartered in Stockton, California, Goldstrand Planning Group is an Accounting company. They focus on Accounting and Business Consulting and were founded in 1976.
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Sandra Stout Certified Public Accountant

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sonoma, CA

Services provided

100% Accounting

Sandra Stout Certified Public Accountant, an Accounting company, specialize in Accounting. They were launched in 2008.
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Hamilton & Company LLP, Certified Public Accountants

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Modesto, CA

Services provided

100% Accounting

Hamilton & Company LLP, Certified Public Accountants is an Accounting company. They are located in Modesto, California and have small team. They focus on Accounting.
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Croce, Sanguinetti, & Vander Veen, Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Stockton, CA

Services provided

40% Accounting

40% Business Consulting

20% HR Consulting

Based in Stockton, California, Croce, Sanguinetti, & Vander Veen, Inc. Is a small Accounting company. The team specializes in Accounting and Business Consulting.
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North Bay CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Petaluma, CA

Services provided

80% Accounting

20% Business Consulting

Founded in 2003, North Bay CPA is a small Petaluma, California-based Accounting company. Their team offers Accounting and Business Consulting.
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Kalunian & Milliken LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Modesto, CA

Services provided

100% Accounting

Located in Modesto, California, Kalunian & Milliken LLP is a small Accounting company. The team specializes in Accounting.
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Clendenin Bird & Company PC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Modesto, CA

Services provided

100% Accounting

Established in 1977, Clendenin Bird & Company PC is an Accounting company. Their team specializes in Accounting.
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Aho + Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sonoma, CA

Services provided

80% Accounting

20% Business Consulting

Aho + Associates is a Sonoma, California-based Accounting company. They specialize in Accounting and Business Consulting and were launched in 2001.
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Withrow Koftinow & Baggett, LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Modesto, CA

Services provided

100% Accounting

Withrow Koftinow & Baggett, LLP is an Accounting company established in 1990. The agency provides Accounting, and is small.
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SL Financial Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

50% Accounting

50% HR Consulting

SL Financial Group is an Accounting and HR Consulting company. Their small team is located in Stockton, California. Their team offers Accounting and HR Consulting.
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Steinbruner Hill CPAs

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Carmel-by-the-Sea, CA

Services provided

90% Accounting

10% Business Consulting

Steinbruner Hill CPAs is an Accounting company. They were launched in 2015 and provide Accounting and Business Consulting.
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Stephen R. Parvis, CPA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Modesto, CA

Services provided

100% Accounting

Headquartered in Modesto, California, Stephen R. Parvis, CPA is a small Accounting company. The team specializes in Accounting.
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Vanderbilt CPAs | P.C.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Carmel-by-the-Sea, CA

Services provided

75% Accounting

25% Business Consulting

Vanderbilt CPAs | P.C. Is an Accounting company launched in 2011. Their services include Accounting and Business Consulting.
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Monterey Park Marketing

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Salinas, CA

Services provided

20% Accounting

20% AI Development

20% Branding +2 services

20% Public Relations

20% Search Engine Optimization

Branding firm Monterey Park Marketing is headquartered in Salinas, California. They specialize in Branding and Public Relations and were founded in 2023.
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ADValue CPA Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vacaville, CA

Services provided

100% Accounting

ADValue CPA Services is an Accounting company. Their small team is based in Vacaville, California. Their team provides Accounting.
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Michael P Lynch, CPA, Inc

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Stockton, CA

Services provided

75% Accounting

25% Business Consulting

Michael P Lynch, CPA, Inc, an Accounting company, focuses on Accounting and Business Consulting. The agency is in Stockton, California.
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Better Bookkeepers - Vacaville

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vacaville, CA

Services provided

70% Accounting

30% Business Consulting

Accounting company Better Bookkeepers - Vacaville is based in Vacaville, California. The team provides Accounting and Business Consulting.
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Lindstrom and Winsborrow Accountancy Corp

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

50% Accounting

50% Business Consulting

Lindstrom and Winsborrow Accountancy Corp, a small Accounting and Business Consulting company, is based in Stockton, California. Their services include Accounting and Business Consulting.
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Garry J. Browning CPA Accountancy Corporation

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Modesto, CA

Services provided

100% Accounting

In Modesto, California, Garry J. Browning CPA Accountancy Corporation is a small Accounting company. The team provides Accounting.
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Rea & Associates LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Modesto, CA

Services provided

80% Accounting

20% Business Consulting

Rea & Associates LLP is an Accounting company. Based in Modesto, California, the agency was founded in 1988. Their team specializes in Accounting and Business Consulting.
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Crossroads Antiracism Organizing & Training

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Vineburg, CA

Services provided

30% Accounting

40% Corporate Training & Coaching

30% Business Consulting

Established in 2011, Crossroads Antiracism Organizing & Training is a small Corporate Training & Coaching company. Their team offers Corporate Training & Coaching and Business Consulting.
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Purpose & Passion Tax Company

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Stockton, CA

Services provided

50% Accounting

40% Business Consulting

10% Financial Consulting

Purpose & Passion Tax Company is an Accounting company. Their small team is in Stockton, California. Their services include Accounting and Business Consulting.
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Burgess & Company.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Mateo, CA

Services provided

80% Accounting

20% Business Consulting

Burgess & Company is an accounting services firm specializing in bookkeeping and tax preparation. They have received positive feedback, with 100% of reviews highlighting their honesty, conservatism, and effective project management. Clients appreciate the peace of mind and time savings provided by their services.

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Industry Experience

Burgess & Company has demonstrated expertise primarily in the Information Technology sector, offering substantial support in accounting and tax-related services. Clients have highlighted their strengths in providing honest, conservative guidance that fosters peace of mind and efficiency. The overall sentiment within this industry is highly positive, with clients appreciating the firm's ability to address complex financial challenges effectively. Potential clients in the technology space may find Burgess & Company to be a suitable partner for accounting needs.
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Information technology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have generally found Burgess & Company to offer good value for money, with one client noting an annual investment of $1,000 for services that provided significant peace of mind and time savings. The firm's honest and conservative approach is appreciated, as it fosters trust in their accounting practices. Overall sentiment reflects satisfaction with the cost-effectiveness of their services, indicating that clients feel they receive substantial value relative to their investment.
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1 of 1 Palo Alto-based review is 5 stars

Less than $10,000 avg. project cost for Accounting services in Palo Alto

Accounting project highlight

Tax Accounting & Business Consulting for Mindfulness Startup
5.0 — Burgess & Company provides tax accounting and bookkeeping services for a wellness application. Read more
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T&D Tax Service

4.5 1 review

Undisclosed

Undisclosed

2 - 9

San Francisco, CA

Services provided

90% Accounting

10% Business Consulting

T&D Tax Service is an accounting firm specializing in Tax Preparation, Bookkeeping, and Financial Advisory services. The reviews indicate a 100% positive feedback rate, highlighting their ability to simplify complex financial matters and provide personalized service. Clients appreciate their partnership approach, though some suggest more proactive feedback.

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Industry Experience

T&D Tax Service has received positive feedback primarily from the design industry, where they have been praised for their expertise in tax filing and small business consulting. Clients commend their ability to simplify complex financial information, fostering informed decision-making. Their personalized service and commitment to client success are highlighted as key strengths. The overall sentiment is favorable, indicating a strong fit for creative organizations seeking reliable financial guidance.
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Design

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients commend T&D Tax Service for their cost-effectiveness and strong value for money, with one client noting an annual investment of approximately $9,000, totaling around $100,000 over the years. They appreciate the personalized service and ability to simplify complex financial concepts. Overall, clients feel that the firm is a true partner in their success, although some suggest that more proactive feedback could enhance the experience.
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$50,000 – $199,999 avg. project cost for Accounting services in Palo Alto

Accounting project highlight

Business Consulting, Tax Prep & Acct. for Creative Company
4.5 — T&D Tax Service provides yearly tax filing and ongoing bookkeeping services for a brand strategy and design firm in California. They communicate regularly and provide financial consultation as Read more
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Review Rating from Clients

4.5/5.0

Quality

4.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Local clients in San Francisco commend T&D Tax Service for their consistent, clear guidance on taxes and financial management. They excel in supporting creative firms with bookkeeping and strategic advice, fostering close relationships and timely responses. Their experienced team ensures smooth, effective financial operations.
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JHS CPAs, LLP

4.0 1 review

Undisclosed

Undisclosed

10 - 49

Danville, CA

Services provided

100% Accounting

JHS CPAs, LLP is an accounting services firm specializing in bookkeeping, tax preparation, and general accounting. Overall, feedback is positive, with clients noting their excellent project management and responsive communication. However, some suggest improvements in providing more consultative advice for cost savings.

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0 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

General Accounting Services for SaaS Company
4.0 — JHS CPAs, LLP was hired by a SaaS company to provide them with standard accounting services such as tax preparation and bookkeeping. Read more
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Industry Experience

JHS CPAs, LLP has demonstrated strong expertise in the software industry, particularly in providing bookkeeping and accounting services to SaaS companies. Clients have praised their excellent project management, responsiveness, and effective communication. Overall sentiment indicates satisfaction with their services, although there is room for improvement in offering more consultative advice on cost savings. Potential clients within the software sector may find JHS CPAs, LLP to be a suitable partner for their accounting needs.
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Software

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have generally expressed satisfaction with JHS CPAs, LLP regarding their pricing and value for money. One client noted a $5,000 investment for bookkeeping and accounting services, highlighting the successful delivery of all tasks and excellent project management. However, some feedback indicated a desire for more proactive cost-saving advice and consultative services. Overall, the sentiment reflects a positive assessment of the firm's responsiveness and communication, despite minor areas for improvement.
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Donnelly Accountancy Inc.

4.5 1 review

Undisclosed

Undisclosed

2 - 9

Sunnyvale, CA

Services provided

80% Accounting

20% Business Consulting

Donnelly Accountancy Inc. is a CPA firm specializing in accounting services, tax preparation, and financial advisory. Feedback indicates a 100% success rate in resolving complex tax issues, with 80% of reviewers praising their expertise in financial reporting and bookkeeping. While generally positive, 20% noted a need for improved communication.

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0 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation for Web Design Company
4.5 — Donnelly Accountancy Inc. provided tax preparation services for a web design agency. In efforts to provide a second opinion, they looked over the partner's return to resolve an odd discrepancy and Read more
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Industry Experience

Donnelly Accountancy Inc. has received positive feedback primarily from the IT Services industry, where they demonstrated expertise in corporate tax preparation and correction of prior accounting errors. Clients highlighted their ability to provide clear explanations and thorough reviews, resulting in significant cost savings. The overall sentiment is favorable, with strengths noted in tax accuracy and QuickBooks proficiency. Potential clients in the IT sector can expect reliable service, though communication may require proactive follow-up.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed positive sentiments regarding the cost-effectiveness of Donnelly Accountancy Inc., with one review highlighting a total investment of $700 for both corporate and personal returns. The client noted significant savings, as Theresa corrected errors from a previous accountant, reducing the capital gains tax estimate from $50,000 to $30,000. Overall, clients appreciate the value received for the fees charged, although communication could be improved.
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Allen Barron

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

San Francisco, CA

Services provided

100% Accounting

Allen Barron is a San Francisco, California-based Accounting company. The team offers Accounting.
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DZH Phillips

Not yet reviewed

$1,000+

$150 - $199 / hr

50 - 249

Oakland, CA

Services provided

100% Accounting

DZH Phillips is an Accounting company based in San Francisco, California and Oakland, California. The team specializes in Accounting.
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Oakland, CA

1330 Broadway #630
Oakland, CA 94612

510.834.6542

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RINA Accountancy Corporation

Not yet reviewed

$1,000+

$150 - $199 / hr

50 - 249

Oakland, CA

Services provided

100% Accounting

RINA Accountancy Corporation is an Accounting company. The San Francisco, California-based agency focuses on Accounting.
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Oakland, CA

475 14th Street, Suite 1200
Oakland, CA 94612

510.893.6908

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S & S Tax Service

0.5 1 review

Undisclosed

Undisclosed

2 - 9

San Jose, CA

Services provided

100% Accounting

S & S Tax Service is an accounting service provider specializing in tax preparation and financial reporting. However, the feedback is overwhelmingly negative, with 100% of reviewers expressing dissatisfaction due to poor communication and failed service delivery. Clients report severe financial repercussions and demand improvements across all areas, highlighting a critical need for better project management and customer service.

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Industry Experience

S & S Tax Service has received significant negative feedback primarily from the real estate industry, highlighting severe communication issues and inadequate service delivery. The client reported a complete lack of responsiveness, which led to detrimental financial consequences, including levies on accounts. The overall sentiment in this sector indicates a lack of expertise and reliability, suggesting that potential clients in real estate may want to explore other providers for tax services.
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Real estate

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed significant dissatisfaction with S & S Tax Service regarding cost and value for money. One reviewer noted that despite hiring them for complex tax issues, the company failed to deliver any services and avoided communication for over six months. The reviewer ultimately had to engage a new accountant to resolve their tax issues, indicating a poor return on investment. Overall, the sentiment reflects a lack of value received for the fees paid.
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Review Rating from Clients

0.5/5.0

Quality

0.5

Schedule

0.5

Cost

0.5

Willing to Refer

0.5

Reviewers in Redwood City highlight poor communication and lack of professionalism from S & S Tax Service, resulting in unresolved tax issues and financial penalties. The service failed to meet expectations, causing significant personal and business disruptions.
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Castellon Professional Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Francisco, CA

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

Castellon Professional Services is an Accounting company. Established in 2000, the company specializes in Accounting and Business Consulting.
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Martin Lowe, MBA, EA, CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

San Jose, CA

Services provided

100% Accounting

Small Accounting company Martin Lowe, MBA, EA, CPA, is headquartered in San Jose, California. Their services include Accounting.
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Dunham Associates CPAs

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Jose, CA

Services provided

100% Accounting

Dunham Associates CPAs provides comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. The reviews highlight the firm's effective financial analysis and consistent communication, leading to increased revenue and high customer satisfaction. Clients appreciate the firm's professionalism, alignment with company values, and budget-friendly pricing.

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