Top Financial Services Firms in California
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Featured
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$50,000+$200 - $300 / hr10 - 49Serves CaliforniaServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Serves CaliforniaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49Palmdale, CA
Services provided
Tax Service Specialists is an Accounting company. Headquartered in Palmdale, California, the agency was founded in 1970. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fremont, CA
Services provided
KHOB TAX SERVICES INC is an Accounting company. Their small team is headquartered in Fremont, California and specializes in Accounting. The company was established in 2009.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
Figueroa & Co is a small Pasadena, California-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9West Covina, CA
Services provided
CS Services is a small West Covina, California-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Milpitas, CA
Services provided
Andrew Lee, CPA, a small Accounting company, is based in Milpitas, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Covina, CA
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Roy McGarrell CPA is an Accounting company. Based in West Covina, California, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Lancaster, CA
Services provided
Epic Taxes, Inc. Is an Accounting company. Founded in 2016, the team provides Accounting. The firm is headquartered in Lancaster, California.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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Accounting company Antelope Tax Services is based in Lancaster, California. They offer Accounting and were launched in 2018.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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David M. Hutchison CPA is an Accounting company. Their team is headquartered in Lancaster, California. The company provides Accounting.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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Gina Brunet, an Accounting company, is headquartered in Lancaster, California. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
In Pasadena, California, Mark Schaefer Associates LLP is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Pasadena, CA
Services provided
TAPP & TAPP AN ACCOUNTANCY CORP is an Accounting company established in 1971. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
If Simple, a small Accounting company, is based in Pasadena, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Headquartered in Pasadena, California, Costanzo & Pepper is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
Bueno’s Professional Services is an Accounting company. They are headquartered in Pasadena, California and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
Based in Pasadena, California, Michael Di Pietro C.P.A. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
Jenkins Bowler LLP is a small Accounting company launched in 1960. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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BANCOR FINANCIAL SERVICES, an Accounting company, is in Pasadena, California. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
Located in Pasadena, California, JOHN M. HORNICK, CPA is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9South Pasadena, CA
Services provided
Scotts Business Service is a small Accounting company headquartered in South Pasadena, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Redwood City, CA
Services provided
Tony H. Tarabay, CPA is an Accounting company established in 2007. The team focuses on Accounting and is based in Redwood City, California.
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UndisclosedUndisclosed2 - 9Hayward, CA
Services provided
Janis D. Bufkin, EA is an Accounting company. The Hayward, California-based agency was launched in 1976. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Victorville, CA
Services provided
Patel & Company, Inc. Is an Accounting company based in Victorville, California. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Corte Madera, CA
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Based in Corte Madera, California, eTax Relief is an Accounting company. They offer Accounting and were launched in 2007.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Tower Accounting is a small San Jose, California-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Upland, CA
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The Nevills Company APC is an Accounting company. Headquartered in Upland, California, the firm provides Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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AP Accounting is an Accounting company founded in 2000. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Tax Force Inc. Is an Accounting company. They are headquartered in San Jose, California and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Left Coast Tax Services, an Accounting company, was launched in 2014. The company provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Established in 2004, Chow & Ouyang LLP is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burlingame, CA
Services provided
Audit and Tax Solutions, CPAs Inc is an Accounting company. They provide Accounting and were founded in 1994.
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UndisclosedUndisclosed10 - 49Campbell, CA
Services provided
Launched in 2008, Perisho Tombor Brown (Perisho), a small Accounting company, is based in Campbell, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Palo Alto, CA
Services provided
Launched in 1999, Holland & Associates Certified Public Accountants, Inc. Is a small Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
AZ Mobile Tax LLC, an Accounting company, is located in San Jose, California. Established in 2019, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Campbell, CA
Services provided
Founded in 2015, Tracy M Cook CPA, a small Accounting company, is headquartered in Campbell, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Los Gatos, CA
Services provided
Chan CPA & Company, INC. Is an Accounting company based in Los Gatos, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Campbell, CA
Services provided
Frey & Associates Certified Public Accountant, a small Accounting company, is headquartered in Campbell, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Palo Alto, CA
Services provided
Andrikopoulos Tax Services is an Accounting company. They are located in Palo Alto, California and have small team. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerUpland, CA
Services provided
Accounting company Andrus Tax Services, Inc. Is headquartered in Upland, California. They specialize in Accounting and were launched in 2006.
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UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
SHEIKH M IDREES, CPA, an Accounting company, is located in Sacramento, California. Launched in 2004, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Vacaville, CA
Services provided
ADValue CPA Services is an Accounting company. Their small team is based in Vacaville, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Aguirre's Tax & Accounting Services is an Accounting company launched in 1995. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
Slater and Associates is an Accounting company. The firm is in Vallejo, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Ventura, CA
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Headquartered in Ventura, California, Sauer, Braime & Moss CPA’s LLP is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Ventura, CA
Services provided
Tax Champions is an Accounting company. The company is located in Ventura, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Ventura, CA
Services provided
Abacus Business Services, Inc. Is an Accounting company. They are based in Ventura, California and have small team. They provide Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Micro Tax, Audit and Accounting Services, LLP, an Accounting company, was founded in 2007. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Launched in 2018, Balarsky & Beebout CPA’s, a small Accounting company, is in Sacramento, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Accounting company Hecox & Company, CPAs was established in 2014. The small team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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Grant Bennett Associates is a Sacramento, California-based Accounting company. Their services include Accounting and Business Consulting.
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List of the Top 15 California Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$50,000+$50 - $99 / hr2 - 9San Francisco, CA
Ability to deliver
27.3/40.016.4/20 Reviews5/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
80% Accounting20% Financial Advising & Planning -
$5,000+$150 - $199 / hr2 - 9San Francisco, CA
Ability to deliver
26/40.016.2/20 Reviews1/10 Clients & Experience8.7/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$150 - $199 / hr50 - 249San Diego, CA
Ability to deliver
24.6/40.016/20 Reviews2.1/10 Clients & Experience6.5/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
24.6/40.016.2/20 Reviews2.8/10 Clients & Experience5.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
24.1/40.016.2/20 Reviews2/10 Clients & Experience5.9/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Ability to deliver
24/40.016.2/20 Reviews1.5/10 Clients & Experience6.4/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$25 - $49 / hr10 - 49Roseville, CA
Ability to deliver
23.7/40.016.2/20 Reviews1.3/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Ability to deliver
23.5/40.016.2/20 Reviews1.3/10 Clients & Experience5.9/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
23.1/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
$1,000+$100 - $149 / hr10 - 49Culver City, CA
Ability to deliver
23/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Glendale, CA
Ability to deliver
22.6/40.016.2/20 Reviews1.4/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Ability to deliver
22.4/40.016.2/20 Reviews1.3/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
$5,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
22.1/40.016.2/20 Reviews1/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Ability to deliver
22.1/40.016.6/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Palm Springs, CA
Ability to deliver
22.1/40.016.2/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
Undisclosed$200 - $300 / hr2 - 9San Luis Obispo, CA
Ability to deliver
21.9/40.016.2/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Ability to deliver
21.7/40.016.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
40% Accounting60% Other -
Undisclosed< $25 / hr50 - 249Tracy, CA
Ability to deliver
21.1/40.016.2/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr10 - 49Truckee, CA
Ability to deliver
20.6/40.016.6/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Accounting20% Financial Advising & Planning50% Other
