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Top Accounting Firms in San Mateo

Ratings Updated: February 24, 2026

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Featured

What are Featured Providers?

indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves San Mateo, 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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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 2 times in the past 6 months
Recent client feedback for InDinero highlights their strong responsiveness and effective communication. Clients commend their ability to simplify financial processes and improve cash flow management. For instance, one client noted consistent improvements in margins and timely accounts receivable tracking. Additionally, the ease of collaboration was praised, with clients appreciating the company's alignment with their values and budget. Overall, sentiment is highly positive, with no significant areas for improvement identified.
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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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Average Project Cost Breakdown

$10,000 to $49,000 (9) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently praise inDinero for offering excellent value for money, with several reviews highlighting that their pricing fits within budget and reflects good quality service. One client noted, "Good value for cost," while another emphasized their flexible pricing structure. Overall sentiment indicates that clients feel they receive comprehensive accounting services that exceed expectations, contributing to improved financial management and operational efficiency.
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2 of 2 San Mateo-based reviews are 5 stars

1 San Mateo-based review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost for Accounting services in San Mateo

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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CoCountant

5.0 10 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves San Mateo, United States

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

CoCountant is an accounting services company offering expertise in financial reporting, bookkeeping, and tax filing, with a strong focus on providing tailored solutions. The reviews reflect a 100% positive sentiment, praising CoCountant’s responsiveness, reliability, and controller-level oversight. Approximately 50% of the reviews highlighted their ability to streamline processes and improve financial visibility through accurate, audit-ready reporting.

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Reviews mention Knowledgeable
Clients consistently praised CoCountant's knowledgeable staff, noting their understanding of expectations and ability to exceed key performance indicators. One client highlighted the staff's proactive approach in suggesting process improvements, which significantly enhanced workflow. Overall, the sentiment regarding knowledgeability is highly positive, with clients expressing satisfaction in the expertise and responsiveness demonstrated throughout their projects.

Accounting & Tax Filing Services for SaaS Data Company

5.0 Aug 7, 2025

Assigned CoCountant staff was very knowledgeable and understood expectations. He met and exceeded KPI set at beginning of project. Staff also suggested and implemented key process improvements to improve workflow.
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2 of 2 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 across various industries, including Software, Healthcare, and Information Technology. Clients appreciate their ability to streamline financial processes, enhance reporting accuracy, and provide strategic insights. In Software, they excelled in reducing accounting time and errors, leading to improved financial clarity. In Healthcare, they delivered timely, structured bookkeeping for marketing expenses, significantly enhancing financial visibility. In Information Technology, they effectively managed end-to-end financial accounting and accounts receivable, resulting in on-time reporting and reduced receivable days. Overall, clients express strong satisfaction with CoCountant's responsiveness and value across these sectors.
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Software Healthcare Information technology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight CoCountant's affordability and exceptional value for money. One CEO noted the 'awesome' cost relative to the quality of service, emphasizing a significant reduction in time spent on accounting tasks. The director of marketing appreciated their reliability and affordability, leading to improved financial visibility and reduced internal workload. Overall, feedback indicates that CoCountant delivers high-quality financial management services at competitive prices, making them a favorable choice for organizations seeking cost-effective solutions.
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1-800Accountant

4.5 31 reviews
Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

Serves San Mateo, 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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4 of 4 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read more
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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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$179 Best for businesses that need ongoing tax support. $239 Core accounting package that covers most business. $399 Full-service accounting for established businesses

Business Accounting Package
1-800Accountant has serviced over 100,000 businesses in the last decade. We’ll keep your books in order and your taxes current. Get the back-office services your business needs at a price that works for you.
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Bellevue, WA

10485 Northeast 6th Street
Bellevue, WA 98004
6 - 9

866-750-1382

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George Dimov, CPA

4.8 28 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves San Mateo, United States

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.

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12 of 13 Accounting reviews are 5 stars

2 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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Average Project Cost Breakdown

Less than $10,000 (6) $10,000 to $49,000 (5) $50,000 to $199,999 (3)

What Clients Have Said
Clients consistently highlight the excellent value for money offered by George Dimov, CPA, noting that their pricing aligns well with budgets while delivering high-quality service. For instance, one client remarked on the 'good value for cost,' while another emphasized how the firm 'saved them considerably in tax.' Overall, client sentiment reflects satisfaction with the firm's responsiveness and thoroughness, reinforcing their reputation for providing outstanding service at competitive rates.
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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

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San Francisco, CA

555 4th Street
San Francisco, CA 94107
1

866-699-4951

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Elliott CPA Group Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Santa Rosa, CA

Services provided

100% Accounting

Elliott CPA Group Inc. Is an Accounting company founded in 2006. The team provides Accounting.
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John D De Luca CPA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Stockton, CA

Services provided

60% Accounting

15% Business Consulting

15% Commercial Financing +1 service

10% HR Consulting

Small Accounting company John D De Luca CPA, is in Stockton, California. Their services include Accounting and Commercial Financing.
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Featured

What are Featured Providers?

Pacific Accounting & Business Services

4.9 10 reviews
Premier Verified

$1,000+

Undisclosed

1,000 - 9,999

Serves San Mateo, United States

Services provided

60% Accounting

25% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services

Pacific Accounting & Business Services specializes in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. They are highly regarded, with 100% of reviews highlighting their timely delivery and excellent communication. Clients commend their efficiency and high-level attention to detail, with 83% noting their good value for cost and adaptability to client needs.

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6 of 7 reviews are 5 stars

6 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 7 times in the past 6 months
Recent reviews for Pacific Accounting & Business Services reflect a strong overall sentiment of satisfaction among clients. Customers highlighted the team's timely delivery, effective communication, and attention to detail, with one CEO noting a significant improvement in client capacity due to their contributions. Additionally, clients appreciated the company's responsiveness and ability to adapt to changing needs. No major areas for improvement were identified, underscoring the firm's reliable performance and value.
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5 of 6 Accounting reviews are 5 stars

6 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Outsourced Accounting for Business Services Company
5.0 — Pacific Accounting & Business Services offers outsourced accounting services for a business services company's end clients. Tasks include data entry, bank reconciliations, cash applications, and Read more
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More responsive than most other service providers

Pacific Accounting & Business Services 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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Boynton Beach, Florida (1) Bakersfield, California (1) Boise, Idaho (1) Kahului, Hawaii (1) Honolulu, Hawaii (1) Anchorage, Alaska (1) Enoch, Utah (1)

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indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves San Mateo, 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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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 2 times in the past 6 months
Recent client feedback for InDinero highlights their strong responsiveness and effective communication. Clients commend their ability to simplify financial processes and improve cash flow management. For instance, one client noted consistent improvements in margins and timely accounts receivable tracking. Additionally, the ease of collaboration was praised, with clients appreciating the company's alignment with their values and budget. Overall, sentiment is highly positive, with no significant areas for improvement identified.
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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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Average Project Cost Breakdown

$10,000 to $49,000 (9) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently praise inDinero for offering excellent value for money, with several reviews highlighting that their pricing fits within budget and reflects good quality service. One client noted, "Good value for cost," while another emphasized their flexible pricing structure. Overall sentiment indicates that clients feel they receive comprehensive accounting services that exceed expectations, contributing to improved financial management and operational efficiency.
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2 of 2 San Mateo-based reviews are 5 stars

1 San Mateo-based review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost for Accounting services in San Mateo

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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Redwood Tax Service

0.5 1 review

Undisclosed

Undisclosed

2 - 9

Santa Rosa, CA

Services provided

100% Accounting

Redwood Tax Service is a company engaged in providing Accounting Services, including Tax Preparation and Bookkeeping. However, based on the review provided, the feedback is overwhelmingly negative, with 100% of the reviewer expressing dissatisfaction due to delayed service, overcharging, and poor communication. The reviewer specifically highlights issues with incomplete tax filings over multiple years.

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Industry Experience

Redwood Tax Service has primarily worked within the transportation industry, where they have received negative feedback highlighting issues with timely project completion, overbilling, and inadequate training. Clients expressed disappointment in the lack of responsiveness and overall effectiveness, indicating a poor experience and unmet expectations. Given this feedback, potential clients in the transportation sector may need to approach Redwood Tax Service with caution regarding their reliability and communication.
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Transportation

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed significant dissatisfaction with Redwood Tax Service regarding cost and value for money. One reviewer noted that they were overcharged for services and experienced delays in tax completion over multiple years, stating, "never completed on time" and "always I am too busy excuse for not completing." Overall, the sentiment reflects a lack of perceived value, with clients indicating that the service did not meet their expectations relative to the fees charged.
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Review Rating from Clients

0.5/5.0

Quality

0.5

Schedule

1.0

Cost

0.5

Willing to Refer

0.5

In Santa Rosa, clients express dissatisfaction with Redwood Tax Service's inconsistent performance, citing delays, billing problems, and inadequate support for tax filings. The reviews highlight a need for improved accuracy, timeliness, and customer service in their tax and bookkeeping solutions.
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Walters Tax & Financial Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

100% Accounting

Walters Tax & Financial Services is an Accounting company. Their small team is based in Stockton, California. Their team focuses on Accounting.
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Neumiller & Beardslee

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Stockton, CA

Services provided

40% Accounting

30% Business Consulting

30% Commercial Development

Neumiller & Beardslee, an Accounting company, focus on Accounting and Commercial Development. They were established in 1903.
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R-First Bookkeeping & Tax Practice

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

80% Accounting

20% Business Consulting

R-First Bookkeeping & Tax Practice is an Accounting company. They are located in Stockton, California and have small team of experts. Their services include Accounting and Business Consulting.
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Alvaro Garcia, CPA | PinnaclePoint Group Accounting, Tax, & Advisory Services

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Stockton, CA

Services provided

100% Accounting

Accounting company Alvaro Garcia, CPA | PinnaclePoint Group Accounting, Tax, & Advisory Services offers Accounting. They were established in 2023.
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Wardell & Rall Accountancy Corporation

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

75% Accounting

25% HR Consulting

Wardell & Rall Accountancy Corporation is a small Stockton, California-based Accounting company. The team focuses on Accounting and HR Consulting.
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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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Seacrest Consulting Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

80% Accounting

20% Business Consulting

Seacrest Consulting Group is an Accounting company. The Stockton, California-based team focuses on Accounting and Business Consulting.
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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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O'SHEA CARTE LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Rosa, CA

Services provided

100% Accounting

Accounting company O'SHEA CARTE LLP is headquartered in Santa Rosa, California. They provide Accounting and were launched in 2018.
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Staff Chex Inc

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Santa Rosa, CA

Services provided

20% Accounting

40% HR Outsourcing

40% Staffing

Large Staffing company Staff Chex Inc, is headquartered in Santa Rosa, California. Their services include Staffing and HR Outsourcing.
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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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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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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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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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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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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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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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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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Carbonneau Williams

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

St. Helena, CA

Services provided

100% Accounting

Carbonneau Williams is an Accounting company. They were founded in 2011 and provide 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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Virtual Jeannie Business Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Rosa, CA

Services provided

100% Accounting

Launched in 1999, Virtual Jeannie Business Services is a small Accounting company headquartered in Santa Rosa, California. Their team provides Accounting.
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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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Granados Hillman LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

St. Helena, CA

Services provided

80% Accounting

20% Business Consulting

Granados Hillman LLP is an Accounting company. They were established in 2017, and their services include Accounting and Business Consulting.
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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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Kenneth W. Escobar, CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Santa Rosa, CA

Services provided

100% Accounting

Kenneth W. Escobar, CPA is an Accounting company. They are based in Santa Rosa, California and have small team. Their team focuses on Accounting.
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Summer Morris, CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Santa Rosa, CA

Services provided

90% Accounting

10% Business Consulting

In Santa Rosa, California, Summer Morris, CPA is a small Accounting company. Their services include 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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Tostevin Accountancy Corporation

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Monterey, CA

Services provided

80% Accounting

20% Business Consulting

Tostevin Accountancy Corporation, an Accounting company, is in Monterey, California. Founded in 1944, the team provides Accounting 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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1 of 1 San Mateo-based review is 5 stars

Less than $10,000 avg. project cost for Accounting services in San Mateo

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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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Local clients in San Francisco commend Burgess & Company for their expertise in small business accounting, tax planning, and bookkeeping. Their honest, cautious approach and effective project execution support startups in managing costs and financial structure confidently.
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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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Review Rating from Clients

4.5/5.0

Quality

4.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

San Francisco clients highlight T&D Tax Service’s expertise in tax filing, bookkeeping, and financial consulting for small businesses. They value the personal relationship, timely communication, and practical insights that help guide business decisions, making them a trusted partner for creative organizations' financial needs.
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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

San Francisco, 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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Pisenti & Brinker LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Santa Rosa, CA

Services provided

80% Accounting

20% Business Consulting

Pisenti & Brinker LLP is an Accounting company. Launched in 1965, their team focuses on Accounting and Business Consulting.
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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

Redwood City clients report that S & S Tax Service failed to communicate and deliver tax services, leading to financial levies and unresolved issues. The experience was highly negative, with no project management or effective support, leaving clients frustrated and seeking alternative solutions.
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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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Bollinger, Glenn, Guattery, Gunn & McAravy, LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Santa Rosa, CA

Services provided

90% Accounting

10% Business Consulting

Bollinger, Glenn, Guattery, Gunn & McAravy, LLP, an Accounting company, is located in Santa Rosa, California. Their services include Accounting and Business Consulting.
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Cromwell Tax & Bookkeeping

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Rosa, CA

Services provided

100% Accounting

Cromwell Tax & Bookkeeping is an Accounting company. In Santa Rosa, California, the firm was founded in 1983. Their services include Accounting.
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Allen Wine Group LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Santa Rosa, CA

Services provided

100% Accounting

Allen Wine Group LLP, an Accounting company, is in Santa Rosa, California. They focus on Accounting and were established in 2010.
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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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Abbott, Stringham & Lynch

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

San Jose, CA

Services provided

80% Accounting

20% Business Consulting

Abbott, Stringham & Lynch is a midsize Accounting company. They specialize in Accounting and Business Consulting and were founded in 1977.
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Aguilar Legal & Business Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Francisco, CA

Services provided

100% Accounting

Aguilar Legal & Business Consulting is an Accounting company. They are in San Francisco, California and have small team. Their team provides Accounting.
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Riley Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Francisco, CA

Services provided

100% Accounting

Headquartered in San Francisco, California, Riley Accounting is a small Accounting company. The team specializes in Accounting.
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Jeff Brown, PC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Francisco, CA

Services provided

100% Accounting

Jeff Brown, PC is an Accounting company. Their small team is based in San Francisco, California. Their services include Accounting.
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