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Top Accounting Firms in Tracy

Ratings Updated: February 4, 2026

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Featured

What are Featured Providers?

Hiline

5.0 2 reviews
Verified

Undisclosed

Undisclosed

50 - 249

Serves Tracy, 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, fractional CFO services, and tax filings. Reviews highlight their high responsiveness, timely delivery, and expertise in e-commerce. Clients chose Hiline for their budget-friendly pricing and great culture fit, with 100% of feedback being positive, underscoring their strong competencies in financial management and HR services.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent client feedback for Hiline highlights their effectiveness in managing back-office tasks, significantly reducing the time spent by clients on such responsibilities. One CEO noted a reduction from over 10 hours to less than an hour weekly, showcasing improved clarity in financial reporting. Clients appreciate Hiline's timely delivery and proactive communication, emphasizing their ease of collaboration. Overall sentiment remains highly positive, with no noted areas for improvement.
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Industry Experience

Hiline demonstrates strong expertise in the Food & Beverage and Information Technology industries. Clients in Food & Beverage appreciate Hiline's comprehensive accounting and HR services, praising their responsiveness and e-commerce knowledge. In the Information Technology sector, Hiline's bookkeeping and tax services have significantly reduced back-office workload, allowing clients to focus on core operations. Overall, feedback is positive, highlighting Hiline's timely delivery, professional communication, and cultural alignment, making them an excellent fit for e-commerce and tech-driven businesses.
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Information technology Food & Beverage

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More responsive than most other service providers

Hiline 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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$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

5.0 10 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves Tracy, 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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1 of 1 reviews is 5 stars

1 new review for Accounting services

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, client feedback for CoCountant has been overwhelmingly positive, highlighting their expertise in general accounting and financial reporting. One client noted their impressive responsiveness and ability to meet and exceed KPIs, particularly in timely monthly financial statement preparation. Additionally, the CoCountant team demonstrated effective collaboration across departments and implemented process improvements. Clients have reported no significant areas for improvement, indicating strong satisfaction with the services provided.
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Coral Gables, Florida (1) North Charleston, South Carolina (1) Somerset, New Jersey (1)

$160 Launch $460 Scale $1,270 Command

Controller-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime. $160 - Launch: Impeccably clean audit-ready books, signed-off with controller oversight. $460 - Scale: GAAP-perfect books, automated payroll + A P. $1270 -Command: Fractional finance team with Unlimited Ops-Finance and Pulse FP&A.
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1-800Accountant

4.5 31 reviews
Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

Serves Tracy, 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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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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$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 Tracy, 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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Reviews mention Great project management
Clients have consistently praised George Dimov, CPA for their exceptional project management skills. One client noted, 'It was excellent! They responded to my questions so quickly,' highlighting their prompt communication even outside of work hours. The overall sentiment reflects a high level of satisfaction with their ability to meet client needs effectively and deliver projects on time, reinforcing their reputation for quality service.

Service Contract Dev & Tax Services for Metal Fabrication Co

5.0 Jan 30, 2024

The project management was excellent. They responded to my question so quickly. Even if I had some questions beyond work time, they still responded to me.
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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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Industry Experience

George Dimov, CPA has demonstrated expertise across various industries, including Information Technology, Advertising & Marketing, Financial Services, Real Estate, and Arts & Entertainment. Clients consistently praise their quick and efficient service, proactive communication, and ability to tailor solutions to specific needs. Overall sentiment is highly positive, with notable strengths in tax strategy, bookkeeping, and financial management. This provider appears especially well-suited for clients in dynamic, service-oriented sectors seeking reliable accounting and advisory support.
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Real estate Advertising & marketing Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services

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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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Protea Financial

Not yet reviewed

Undisclosed

$50 - $99 / hr

10 - 49

Novato, CA

Services provided

90% Accounting

10% Business Consulting

Founded in 2014, Protea Financial is an Accounting company. Their team offers Accounting and Business Consulting.
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Ghirardo CPA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Novato, CA

Services provided

70% Accounting

30% Business Consulting

Accounting company Ghirardo CPA is headquartered in Novato, California. Founded in 1990, the team focuses on Accounting and Business Consulting.
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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 Tracy, 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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Reviews mention Exceeds expectations
Clients consistently report that Pacific Accounting & Business Services exceeds expectations, particularly in their ability to handle complex tasks efficiently. One CEO noted that the team improved their client-to-staff ratio and delivered results on time, enhancing overall operational capacity. The high level of communication and proactive recommendations for process improvements were also highlighted as key strengths, leading to a positive experience with no areas for improvement identified.

Outsourced Accounting for Business Services Company

5.0 Sep 15, 2025

Pacific Accounting & Business Services delivers on time and exceeds expectations. Our team had varied expectations, and some members were hesitant about entering into a contract with an offshore team. However, each person on the team has been incredibly pleased with Pacific Accounting & Business Services' work.
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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
In the past six months, clients have consistently praised Pacific Accounting & Business Services for their efficiency, timely delivery, and strong communication. For instance, one client noted a significant increase in capacity due to their effective data handling, while another highlighted their attention to detail and ability to adapt to changing needs. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and noting no significant areas for improvement.
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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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Irvine, CA

300 Spectrum Center Drive
Irvine, CA 92618
10 - 15

(888) 837-3714

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indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves Tracy, 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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More responsive than most other service providers

indinero is very 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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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Chicago, Illinois (1) Indianapolis, Indiana (1) Manhattan, New York (1) Wilmington, Delaware (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

2 of 2 Tracy-based reviews are 5 stars

1 Tracy-based review for Accounting in past 6 months

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

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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Review Rating from Tracy Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

San Francisco-based reviewers highlight inDinero's expertise in accounting, streamlining financial processes, and cross-country compliance, enabling clients to focus on core business activities. They praise the team's responsiveness, organization, and ability to deliver accurate bookkeeping and tax services efficiently.
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Axis Accounting Services

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

San Rafael, CA

Services provided

60% Accounting

40% Business Consulting

Axis Accounting Services is a small San Rafael, California-based Accounting company. The team provides Accounting and Business Consulting.
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McCall Staffing Service

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

20% Accounting

40% Recruiting

40% Staffing

McCall Staffing Service is a Staffing company. Founded in 1978, the agency is in San Francisco, California. Their services include Staffing and Recruiting.
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Detinne CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Carmichael, CA

Services provided

75% Accounting

25% Business Consulting

Detinne CPA is a Carmichael, California-based Accounting company. Founded in 2010, the team provides Accounting and Business Consulting.
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Frezza Haynes LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Francisco, CA

Services provided

40% Accounting

60% Business Consulting

Frezza Haynes LLP is a Business Consulting company founded in 2017. The team offers Business Consulting and Accounting and is headquartered in San Francisco, California.
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The Hire Standard

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

20% Accounting

30% Recruiting

25% Executive Search +1 service

25% Staffing

The Hire Standard is a Recruiting company established in 2019. The team provides Recruiting and Staffing and is in San Francisco, California.
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Propp Christensen Caniglia LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Roseville, CA

Services provided

100% Accounting

Propp Christensen Caniglia LLP is an Accounting company. The Roseville, California-based agency was launched in 2008. Their team offers Accounting.
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Allex Tax Planning

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Folsom, CA

Services provided

100% Accounting

Allex Tax Planning is a small Accounting company. They focus on Accounting and were founded in 2018.
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EM Marketing

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Redwood City, CA

Services provided

10% Accounting

15% Branding

15% Content Marketing +5 services

15% Search Engine Optimization

15% Social Media Marketing

10% Custom Software Development

10% Market Research

10% Web Design

Launched in 2004, EM Marketing is a branding company. The team focuses on Branding and Content Marketing and is headquartered in Redwood City, California.
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Carothers and Associates, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Roseville, CA

Services provided

100% Accounting

Carothers and Associates, Inc., an Accounting company, is headquartered in Roseville, California. Their services include Accounting.
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Summit Accountancy Group Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Soquel, CA

Services provided

50% Accounting

50% Business Consulting

Summit Accountancy Group Inc. Is an Accounting and Business Consulting company. The Soquel, California-based company provides Accounting and Business Consulting.
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Ebbetts Pass Accounting Svc

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Angels Camp, CA

Services provided

100% Accounting

Accounting company Ebbetts Pass Accounting Svc was launched in 1980. The team offers Accounting.
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Ullrich Delevati, CPAs

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Woodland, CA

Services provided

100% Accounting

Ullrich Delevati, CPAs is an Accounting company. They are in Woodland, California and have small team of experts. Their services include Accounting.
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AP | GROUP | INC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Folsom, CA

Services provided

80% Accounting

20% Commercial Development

AP | GROUP | INC is an Accounting company launched in 2016. The team specializes in Accounting and Commercial Development and is located in Folsom, California.
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PERRY, BUNCH & JOHNSTON, INC.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Woodland, CA

Services provided

100% Accounting

PERRY, BUNCH & JOHNSTON, INC. Is an Accounting company. They provide Accounting and are based in Woodland, California.
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ABD SharedHR

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Rafael, CA

Services provided

50% Accounting

25% HR Consulting

25% HR Outsourcing

ABD SharedHR is an Accounting company located in San Rafael, California. Their services include Accounting and HR Consulting.
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Morre & Company, LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Novato, CA

Services provided

100% Accounting

Morre & Company, LLP, an Accounting company, was launched in 1979. The company offers Accounting, and is small.
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Belcher, Smolen & Van Loo LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Francisco, CA

Services provided

20% Accounting

80% Business Consulting

Belcher, Smolen & Van Loo LLP is a Business Consulting company. Headquartered in San Francisco, California, the agency was founded in 2018. Their team focuses on Business Consulting and Accounting.
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Weston and Tuttle

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Cameron Park, CA

Services provided

100% Accounting

Established in 1998, Weston and Tuttle is an Accounting company. The agency offers Accounting, and is small.
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ProActive Tax Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Corte Madera, CA

Services provided

40% Accounting

60% Business Consulting

ProActive Tax Solutions is a small Corte Madera, California-based Business Consulting company. Their services include Business Consulting and Accounting.
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Pinnacle Employee Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Gold River, CA

Services provided

50% Accounting

30% Recruiting

20% HR Consulting

Pinnacle Employee Services is an Accounting company. Launched in 2005, their team focuses on Accounting and Recruiting.
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Tower59

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Francisco, CA

Services provided

20% Accounting

40% Business Valuation Services

20% Back Office Outsourcing +1 service

20% Corporate Law

Tower59 is a Business Valuation Services company in San Francisco, California. Launched in 2012, the team focuses on Business Valuation Services and Back Office Outsourcing.
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5 Star Accounting & Business Solutions, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Citrus Heights, CA

Services provided

60% Accounting

40% Business Consulting

5 Star Accounting & Business Solutions, LLC is an Accounting company in Citrus Heights, California. They provide Accounting and Business Consulting and were founded in 2015.
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Horn Fulton, Inc. Certified Public Accountants

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Folsom, CA

Services provided

75% Accounting

25% Business Consulting

Launched in 2005, Horn Fulton, Inc. Certified Public Accountants is a small Accounting company. Their services include 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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Nicholson & Olson, CPAs

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Roseville, CA

Services provided

100% Accounting

Nicholson & Olson, CPAs is an Accounting company launched in 1981. Their team focuses on Accounting.
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PSG Certified Public Accountants

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Roseville, CA

Services provided

85% Accounting

15% Business Consulting

PSG Certified Public Accountants is an Accounting company. The team focuses on Accounting and Business Consulting, and the company is based in Roseville, California.
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Accuchex Payroll Management Services

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Novato, CA

Services provided

50% Accounting

50% HR Outsourcing

Accounting and HR Outsourcing company Accuchex Payroll Management Services is headquartered in Novato, California. The team provides Accounting and HR Outsourcing.
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Lemas Accountancy Corporation

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Roseville, CA

Services provided

100% Accounting

Lemas Accountancy Corporation is an Accounting company. They are in Roseville, California. Their team provides Accounting.
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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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Tax Shark

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Roseville, CA

Services provided

100% Accounting

Tax Shark is an Accounting company. Their team is in Roseville, California. The firm specializes in Accounting.
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Bridgewater Certified Public Accountants

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Rafael, CA

Services provided

40% Accounting

60% Business Consulting

Bridgewater Certified Public Accountants is a Business Consulting company. They were established in 2001 and offer Business Consulting and 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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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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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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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 Tracy-based review is 5 stars

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

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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Review Rating from Tracy 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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IMG Advisors LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Folsom, CA

Services provided

20% Accounting

20% BI & Big Data Consulting & SI

20% Corporate Training & Coaching +2 services

20% Custom Software Development

20% IT Strategy Consulting

IMG Advisors LLC is an IT strategy consulting company. Launched in 2008, the company focuses on IT strategy consulting and BI & big data consulting & SI.
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Folsom, CA

1024 Iron Point Road, Suite 100
Folsom, CA 95630
2 - 5

+1.713.900.4882

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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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Vasquez & Company

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

Sacramento, CA

Services provided

100% Accounting

Midsize Accounting company Vasquez & Company, is located in Los Angeles, California and Sacramento, California. The team offers Accounting.
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Sacramento, CA

1215 K Street 17th Floor
Sacramento, CA 95814

916.503.3269

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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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Chaney&Associates

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Roseville, CA

Services provided

100% Accounting

Chaney&Associates is an Accounting company. Their small team is based in Roseville, California. Their services include Accounting.
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Schwartz, Platz & Associates, CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sacramento, CA

Services provided

100% Accounting

Schwartz, Platz & Associates, CPA is a small Sacramento, California-based Accounting company. The team provides Accounting.
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Newman Associates CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Davis, CA

Services provided

85% Accounting

15% Business Consulting

Accounting company Newman Associates CPA is located in Davis, California. They offer Accounting and Business Consulting and were established in 1998.
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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 Tracy 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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